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Add Elements to Columns, Rows, and Cells

Explains how to add elements to the OfficeConnect report by column, row, and cell.

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

  1. Highlight the cells, rows, or columns.
  2. Expand the list of element types to see the elements you want to add. 
  • Expanded elements: add to display breakdown details. For example, expand quarters and add each month to see rows with the total for each month.
  • Collapsed elements: add to display rollup values. For example, collapse months and quarters and add the year to see one row with the total for the year.
  • Bold and Collapsed elements: add these to a single row or column in the report. The report adds the expanded values, each to its own column, row, or cell.
  1. Add the element to the highlighted selection:
  • Drag and drop elements into selected cells, rows, and columns.
  • Right-click on an element and choose Apply to Selection.
  • Click an element and click the Apply to Selection icon:  

    Apply element to selection icon

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:

Message asking you to confirm a cell only element

Best Practice: 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.

Add Single Element to Single Column, Row, or Cell

  1. Highlight an entire column, row, or cell. 
  2. Drag and drop the element into the highlighted area. 
  3. Click Refresh.

Add Multiple Elements to Single Column, Row, or Cell

  1. Highlight an entire column, row, or cell.
  2. Hold down the Ctrl  key and click as many elements as you want.
  3. Drag the elements into the highlighted area.
  4. Click Refresh.
  • All the elements populate the one single column, row, or cell.
  • Data rolls up the elements, displaying the total.

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. 

Shows more than one element dragged into a single row and the resulting review tab

Add Multiple Elements to Multiple Columns, Rows, or Cells

  1. Highlight at least two columns, rows, or cells.
  2. 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. 
  3. Drag the elements into the highlighted area of the worksheet.
  4. 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.

Shows multiple elements dragged into multiple rows and the resulting review tab

Add Organization and Version Elements

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

There are three methods for adding Organizations 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 organization and/or versions. 

 

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