Add Elements to Columns, Rows, and Cells

Every report requires that you add at least a time element and an account element. For a basic report,drag and drop elements into columns, rows, or cells. There's different techniques to use. You can add:

A single element into a single column, row, or cell

Multiple elements into a single column, row, or cell to display rollup data.

Multiple elements into multiple columns, rows, or cells.

Before You Begin

Review Report Elements to understand what they are and how they work in

OfficeConnect

reports.

Review Defaults Types and Precedence Rules to understand the defaults in place, such as Version and Organization level.

Basic Steps to Add Elements

Add elements to rows and columns instead of single cells. If you do add a different element to cells, be sure to label properly and add notes.

In the grid, select the cells, rows, or columns where you want to apply reporting elements.

In the Reporting
pane, select the Elements
tab.

Click through the list of element types to see the elements you want to add. When you apply a bolded element to a single row or column, the report adds the underlying children too, each to its own row or column.

Add the element to the highlighted selection:

Drag and drop elements into selected cells, rows, and columns.

Right-click an element and choose Apply to Selection
.

Click an element and click Apply to Selection

in the toolbar.

If you add an element to a single cell, you receive a prompt from

OfficeConnect

asking you to confirm that you want the element to only be added to the cell and not the corresponding row or column:

Expand All Option

In the Elements
pane, right-click an element and select
Expands All
to show all the items within an element. You can see everything that rolls up to the item you expanded. In the example, you expand all the Custom accounts to see all the custom accounts and their child accounts too.

Right-click an element and select Expand All to expand all items for that element

Collapse All Option

In the Elements
pane, right-click an element and select Collapse All
to hide all the items of an element. You see only the top-level item and its siblings (if any). In the example, you collapse Assets to hide it's children. Now you can see its sibling accounts: Liabilities and Equities, Net Income, PL Income, and Non-Operating Income.

Right-click an element and select Collapse All to collapse all items for that element

Add Single Element to Single Column, Row, or Cell

Highlight an entire column, row, or cell.

Drag and drop the element into the highlighted area.

Click Refresh
.

If you add reporting elements or labels in merged cells of a reporting workbook, you can't update or refresh these cells using

OfficeConnect

Add Multiple Elements to Single Column, Row, or Cell

Highlight an entire column, row, or cell.

Hold down the Ctrl key and click as many elements as you want.

Drag the elements into the highlighted area.

Click Refresh
.

All the elements populate the one single column, row, or cell.

Data rolls up the elements, displaying the total.

When you add more than 1 contra account, or a mix of contra accounts and regular accounts, the rollup calculates like this:

Returns the sum of all contra accounts a positive number when all the accounts are contra accounts.

Returns the sum of all regular accounts minus the sum of all contra accounts when there's a mix of accounts.

Example of Row: Add multiple accounts to a single row. The row displays the rollup value of all the accounts. Highlight the row and go to the Review tab. In the row section, you see all the accounts.

Example of Column: Drop the Working Budget version and 2017 into a single column. The column displays working budget data for 2017. Highlight the column and go to the Review tab. In the column section, you see both the Working Budget Version and 2017.

adding multiple elements to a single row, column, or cell

Add Multiple Elements to Multiple Columns, Rows, or Cells

Highlight at least two columns, rows, or cells.

Hold down the Ctrl key and click as many elements as you want. It does not need to match the amount of highlighted rows exactly.

Drag the elements into the highlighted area of the worksheet.

Click Refresh
.

You only need to select at least two columns, rows, or cells and

OfficeConnect

distributes the elements each to its own column, row or cell.

You can drag and drop a collapsed bold element into a single column, row, or cell and the report adds the expanded values, each to its own column, row, or cell.

Example: Select two rows, then drop four accounts into the last of the two rows. Click Refresh
and the report populates an account for each of four rows. In the Review tab, the report applied only one account to each cell.

adding multiple elements to multiple rows, columns, or cells

Add Level and Version Elements

The report adds Level and Version elements by default. See Default Version and Organization Defaults .

There are three methods for adding Levels and Versions to an

OfficeConnect

report:

Leave the defaults in place.

Add to filters in the workbook or worksheet. See Add Elements to Filters.

Add to rows, columns, or cells. This is useful if you want to compare financial data between level and/or versions.