1. One View Financial Statements
  2. Balance Sheet Case Study Task: Format the Calculation Columns

Balance Sheet Case Study Task: Format the Calculation Columns

Note: You can access an existing layout that was created for the One View Financial Statements feature only by using the Manage Layout option on the Work with Statement Definition form. If you exited the Layout Editor after you completed the last set of steps and need to re-access an existing layout, see Balance Sheet Case Study Task: Accessing an Existing Layout.

To rename the calculation columns:

  1. Double-click in the header of the first calculation column added.

  2. Enter Change This Month.

  3. Double-click in the header of the second calculation column added.

  4. Enter Change This Year.

  5. Click the Save icon to save your layout.

To make the headers and balances in the calculation columns look the same as the columns you already formatted:

  1. Remove the totals provided by the Layout Editor.

    See Balance Sheet Case Study Task: Remove the Layout Editor Totals from the Grid.

  2. Remove grid lines.

  3. Change the column widths to 120 pixels.

    See Balance Sheet Case Study Task: Change the Width of Columns.

  4. Apply the column masks and format the account balances.

    See Balance Sheet Case Study Task: Format Account Balances Columns.

  5. Click the Save icon to save your layout.

Caution: If you need to exit the BI Publisher Layout Editor, do not click the Sign Out icon or you will log out of the server. Instead, click the Close icon (the X in the upper right corner of the window) to exit the window.

After you complete the steps in this task, your statement layout should look like the following image:

Balance Sheet by Business Unit Statement: Calculation Columns Formatted