Consolidated Income Statement Case Study Task: Format the Object Account Descriptions Text

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 Consolidated Income Statement Case Study Task: Accessing an Existing Layout (Optional).

When you set up your row definition, you selected the Enable Level of Detail Rollup check box. In the statement version that you ran, you also specified detail level 6 for the rollup. Because you enabled the level of detail, you can use the levels as a basis for formatting the account descriptions and balances. The steps in this section have you format levels of detail 4, 5, and 6. You could also format levels 7 and 8 by specifying an indentation level for them.

Note: The Description column has a row of Xs along the top of the column cells, and the account balance columns have a 0 (zero) at the top of the column cells. These values indicate that the Description column is a string value and the account balances column are numeric values. The Xs and 0s do not print on the statement output, so there is no need to hide or format the values.

To format the descriptions text, complete the following steps:

Select the Object Account Description column and select Highlight from the Conditional Formatting section on the Column tab.
In the Highlight window, apply formatting for account descriptions at level of detail 4:
1. Select Account Level of Detail under the Rowset heading from the Revenue section of the Data Field list.
  In the Highlight window, you must select the Account Level of Detail for the section you are working with.
2. Enter 4 in the Value field.
3. Click the Bold icon.
4. Select 10pt in the Size field.
5. Click OK.
All account descriptions for level of detail 4 appear in the table grid with the formatting that you applied.
In the Highlight window, apply formatting for account descriptions at level of detail 5:
1. Select Account Level of Detail under the Rowset heading from the Revenue section of the Data Field list.
2. Enter 5 in the Value field.
3. Click the Bold icon.
4. Enter 6 for the Text Indent value.
5. Click OK.
All account descriptions for level of detail 5 appear in the table grid with the formatting that you applied.
In the Highlight window, apply formatting for account descriptions at level of detail 6:
1. Select Account Level of Detail under the Rowset heading from the Revenue section of the Data Field list.
2. Enter 6 in the Value field.
3. Enter 12 for the Text Indent value.
4. Click OK.
All account descriptions for level of detail 6 appear in the table grid with the formatting that you applied.
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:

Consolidated Income Statement: Account Descriptions Formatted in the Revenue Section