Working with Dataviews

Use dataviews to filter the accounts and manage the display of data in the Account View. Models include default dataviews:

• Standard

• Input Only

• Output Only

Administrators and modelers can create and edit dataviews to customize the display in the Account View.

To create a dataview:

1. Open a model.
2. In the Account View, from the Actions menu, click Dataviews.
3. In the left pane, click Add Dataview.
4. Enter a name and then click OK.
5. Specify the properties and attributes for the new dataview, and then click OK.
   • Display Options

     • Display Group Headers as Titles—displays Account Group headings.

     • Hide Input Row if a Calc Account—hides input rows for calculated accounts.

     • Hide Calculated Time Period Column—hides calculated time period details.

   • Attributes—Select whether to display input rows, output rows, or both, and specify the row order.
   • Time Period—Specify the time period to display. If you select Set Time Range, specify the Beginning Boundary and Ending Boundary using functions or by entering values.

The new dataview is available in the Dataview list in the Account View.

Additionally, in the Dataviews dialog box you can:

• Edit, rename, and delete dataviews.
• Reorder the dataviews by dragging and dropping or by using the arrows, which affects the display order in the Dataviews list in the Account View.