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Specifying Table Row Properties

Financials provides options that control how rows are displayed in tables.



Setting Row Attributes

In Financials, you have the ability to set row attributes such a setting it as a title row, switching the sign, showing note references on the title row, subtracting a row from the subtotal, displaying the currency symbol and preserving cell properties.

  1. Click in the row where you want to change its row attributes
  2. From the Tables Tool tab, in the Row Properties group, click
  3. The Attributes dialog will display. Select from the following options:
Option Description
Title Row

By default, all rows in a table are data rows, but you can specify that a row in the financial statements is to be a title row. The style applied to the row will change and the numeric cells will hide for the row.

Switch Sign

You can specify that the display sign for a table row is to be switched. This means that a balance of 20 is displayed as -20, and vice versa. A icon appears next to the row with the switched sign. This is useful if you need to display debit and credit values within the same section, as with the Other Income and Expenses section in the Income Statement.

Subtract

By default, all values in a subtotal or total are added. It may be necessary, as in the case of Other Income and Expenses, to subtract values in the subtotal. A (subtract) icon appears next to the row that is subtracted.

Currency Typically, currency symbols are displayed on the first row of the table and/or the total row. In Financials, you can display a currency symbol in any row.
Keep cell properties

If the properties for a row are different from the properties defined for the cell group to which the row belongs, you can specify that these changed row properties are to be preserved.


Allowing input override for a row

You can specify that all numeric cells in a row are to become input cells. An override indicator is displayed, and the input values will properly flow to prior year columns on year end close.

Note: The description column for a row is always an input cell. An override indicator will be displayed if the default description is changed.
  1. From the Tables Tools tab, in the Row Properties group, click

Specifying when a row is to be printed

For any table row, you can specify that a row is to be:

  • Always printed
  • Never printed
  • Printed if a balance exists (this is the default).

You can also select specific columns to print, or specify that a subtotal is to be printed only if more than one balance exists in the rows to be totaled.

  1. From the Tables Tool tab, in the Row Properties group, click
  2. The Row Print Options dialog appears. Select one of the following radio buttons.
  3. Radio Button Description
    Print if there is a balance Print the row if it contains at least one non-zero balance.
    Print always Always print the row.
    Never Print Never print the row.
    Print if more than one balance in the sub-total Print the subtotal row if more than one of the rows that is being summed contains a non-zero balance. This radio button is available for subtotals only.
  4. In the Printed columns pane, select the check boxes next to the columns that you want to print.

Specifying Table Row Properties | Caseware Docs