Edit a Header
  • 09 Oct 2023
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Edit a Header

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Article summary


Edit a Header

Right-clicking on a header cell will bring up the following options:

  • Edit Column: Opens the Edit Column form.

  • Heading: Let’s you change the column header label.
  • Type:  Defines if this is a Calculation, GL, or Percentage column.
  • Formula: This will only be available for Calculation and Percentage type columns and will open the Paste Formula window which can be used to create a formula for multiple columns.
  • Fiscal Year Relative to Base Year: A value of 0 would use the Year designated at report run time.
  • Period Through Relative to Base: A value of 0 would use the fiscal period designated at run time.

    For current quarter, select the Current radio button and enter a value of -2 in the From field and 0 in the Through field. At report run time select period 3, 6, 9 or 12 for results for the quarter desired.

    For YTD values, select the YTD radio button and then enter a value of 0 to be able to select the desired through period at run time.

  • Hide Column: Check this box to hide the column.
  • Remove Column: This will prompt you for a confirmation. Click Yes to remove the column.
  • Insert Column Before: Selecting this will create a copy of the current column and add it to the left.
  • Insert Column After: Selecting this will create a copy of the current column and add it to the right.

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