Matrix Reports Edit Cells

When you select the Edit command on the Action menu of the Matrix Reports Design form, the Edit form is displayed in which you specify the content of a cell. This form includes command buttons that you can use to control the input of a cell 'expression'. An expression in this context is an entry that determines how the item is derived or calculated.

Value

When you click Value, the Value form appears and the following entry boxes are provided. You click Add when you have completed the entries to update the cell expression.

Box	Description
Value Selector	An option that determines whether the cell is a value, budget, original or revised budget. Select Value to display the actual value for the chosen 'key' (see below). Select Budget to display the budget (original or revised according to the setting of the Which Budgets? option on the Nominal Ledger - Set Options form) for the chosen key. Select Original Budget to display the original budget for the chosen key. Select Revised Budget will display the revised budget for the chosen key.
for	An option that determines whether you want to apply selection criteria to the key. You can choose Single, Range of or Series of accordingly.
Key Type	An option that determines the key field in the data to which the preceding selections applies. You can select from a list one of Account, Type, Sub-Type, Report Code (1 to 5), Cost Centre or Account/C.C., Project or Department.
Key Selector	A list box from which you can select the key according to which key type you have specified. You can select up to nine keys for an expression.
Period	An option that determines the period on which the cell’s value will be based. You can select from a list. This can range from the base (current) period to base period minus 23. For example, Base-12 means go back 12 periods from the base period. If this goes back into a previous year, the year will be adjusted automatically. Other choices available include Base YTD which provides a sum of all periods including the current period. Individual period options indicate an actual period in the year without reference to the base. All Year provides a sum of all the periods for the year without reference to the base.
Year	An option that determines the year on which the cell’s value will be based. This can range from the base (current) year to base minus 9. For example, Base-9 means go back 9 years from the base year.

Text

When you click Text, the Text form appears and the following entry boxes are provided. You click Add when you have completed the entries to update the cell expression.

Box	Description
Key Type	An option that determines the whether the cell’s description is based on the nominal account, type, sub-type, project or department, report codes 1-5, cost centre or account/cost centre description. You can select from a list.
Key Selector	A list box from which you can select the key according to which key type you have specified.
Find Description at Report Time	An option that determines whether the system will extract the cell description at the time the report is run.
Insert Description Now	An option that determines whether you want to insert the description immediately in the cell

Formula

When you click Formula, the Formula dialog box appears and the following entry boxes are provided. You click Add when you have completed the entries to update the cell expression. Use the command to add a formula to calculate a cell’s contents.

Box	Description
Formula	An option that determines the nature of the calculation used to derive the cell's content. You can select from a list one of the following: Select Sum to add the contents of the range of cells. Select Average to calculate the average value based on the range of cells. Select Minimum Value to return the lowest value in the range of cells. Select Maximum Value to return the highest value in the range of cells. Select Rounding Amount to calculate the ‘aggregate’ rounding of the range of cells.
Range	The row and column reference that identifies the range of cells on which the formula operates.

Box

Description

Formula

An option that determines the nature of the calculation used to derive the cell's content. You can select from a list one of the following:

Select Sum to add the contents of the range of cells.
Select Average to calculate the average value based on the range of cells.
Select Minimum Value to return the lowest value in the range of cells.
Select Maximum Value to return the highest value in the range of cells.
Select Rounding Amount to calculate the ‘aggregate’ rounding of the range of cells.

Range

The row and column reference that identifies the range of cells on which the formula operates.

Misc

When you click Misc., a list box appears in which you can select a miscellaneous entry for a cell's contents. You click OK when you have selected the item to update the cell expression. The options available are: