Column sets (CS206020)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

To define what data will be displayed in each analytical report and how it will be organised, you need to define the row set and column set; optionally, you can define the unit set.
A column set defines the columns to be included in the report and the data to be displayed in each column, as described in Column sets - overview.

This window, which is part of the Analytical report manager, displays the column sets defined for the analytical reports.
You can view or modify existing column sets, create new column sets, and delete any column sets.
For each column set, add the columns to be included in the analytical report and define the properties for each column.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
Button Description
Copy column set

Initiates the copying of the selected column set configuration.

If you click this button, you type the new column set code in the New column set code dialogue box that opens.

This area of the window displays basic information about the column set.
You can define a new column set, or you can look up an existing one by selecting its code or using actions on the window toolbar.

Element Description

Code

The unique code used to identify the column set. You can use up to 10 alphanumeric characters.

Type

The data source of the column set. Select one of the following options:
  • General ledger:
    The General ledger workspace is used as the data source.
  • Project:
    The Projects workspace is used as the data source.
Description The descriptive name of the column set.

This area displays the headers defined for the columns and their properties, which you can modify. You can add or delete a header for a single column or a selected column range. The column headers are displayed in the table and can be modified.

Button Description

Shift left

Shifts the selected cell value to the left.

Shift right

Shifts the selected cell value to the right.

Shift down

Shifts the selected cell value down.

Shift up

Shifts the selected cell value up.

Copy style

Copies the printing style from a header to use it in another header.

Paste style

Pastes the printing style copied from another header.
Element Description

Height

The height of the header line (in pixels).

Printing group

The printing group to which the header is applied. When you specify a printing group for a header, the header will be printed for only the columns in the defined printing group.

Formula

The formula that defines the header name and printing style selected for the range of columns.
To specify the header name, you can use text or formulas.
You click the selector in this field to view the Formula dialog box.
To specify a formula, enter it in this field. For more information about formulas, see: About formulas.

This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support

You use the Formula dialog box, which you invoke by clicking the selector in the Formula field, to define the text of the header.

This dialog box has the following elements:

Element Description

Column range

The column range for which the header is displayed. Enter the first and last column names in these fields.

You use the Style section of the dialog box to define the printing style for the column range.

Text align

The alignment of the text to be displayed for the range of columns. You can select one of the following options:
  • Not set:
    There is no specific text alignment.
  • Left:
    The text is left-aligned.
  • Centre:
    The text is centred.
  • Right:
    The text is right-aligned.

Colour

The colour to be used for the range of columns.

Background colour

The background colour used for the range of columns.

Font

The name of the font to be used for the range of columns.

Font size

The font size to be used for the range of columns.
Enter the appropriate value in the text field , and use the drop-down field to select the unit of measure (Pixel, Point, Pica, Inch, Mm., or Cm.) for the value.

Bold

A check box that indicates (if selected) that the text displayed in the range of columns will be in bold type.

Italic

A check box that indicates (if selected) that the text displayed in the range of columns will be italicised.

Strikeout

A check box that indicates (if selected) that the text displayed in the range of columns will have the strikeout font style applied to it.

Underline

A check box that indicates (if selected) that the text displayed in the range of columns will be underlined.

The lower table displays in a tabular format the columns included in the column set and their properties, which can be modified.
You can add a column to the column set or delete a column from the set.

Button Description

Shift left

Shifts the selected cell value to the left.

Shift right

Shifts the selected cell value to the right.

Copy style

Copies the printing style from a header to use it in another header.

Paste style

Pastes the printing style copied from another header.
Column Description
Description

The descriptive name of the column.

This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support

Type

The column type, which defines how the values in the column are calculated.

Value

The value to be displayed in the column. You can create a formula to define the value.

This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support

Rounding

The rounding rule, which the system uses to round the values in the corresponding columns of the report. Select one of the following values:
  • No rounding

    The value is not rounded in the report.
  • Whole currency unit

    The system rounds the value to an integer.

    (€1,117,559,400.58 is rounded to €1,117,559,400.)
  • Thousands

    The system truncates the last three digits of the value (before the decimal point) and rounds the number to an integer portion and one decimal place.

    (€1,117,559,400.58 is rounded to €1,117,559.4.)

    Thus, the values in the selected column of the report will be considered thousands.
  • Whole thousands

    The system truncates the last three digits of the value (before the decimal point) and rounds the number to an integer value.

    ( €1,117,559,400.58 is rounded to €1,117,559.)

    Thus, the values in the selected column of the report will be considered thousands.
  • Millions

    The system truncates the last six digits of the value (before the decimal point) and rounds the number to an integer portion and one decimal place.

    (€1,117,559,400.58 is rounded to €1,117.6.)

    Thus, the values in the selected column of the report will be considered millions.
  • Whole millions

    The system truncates the last six digits of the value (before the decimal point) and rounds the number to an integer value.

    ( €1,117,559,400.58 is rounded to €1,118.)

    Thus, the values in the selected column of the report will be considered millions.
  • Billions

    The system truncates the last nine digits of the value (before the decimal point) and rounds the number to an integer portion and one decimal place.

    (€1,117,559,400.58 is rounded to €1.1.)

    Thus, the values in the selected column of the report will be considered billions.
  • Whole billions

    The system truncates the last nine digits of the value (before the decimal point) and rounds the number to an integer value.

    ( €1,117,559,400.58 is rounded to €1.)

    Thus, the values in the selected column of the report will be considered billions.

The selected rounding rule is applied to all column cells except those whose rows contain the RoundingDiff() function in the formulas. The values of such cells will be rounded by the rows' formulas.

Format

The format used to convert the data selected from the data source to the string value used in the printed report.
You can use C# data conversion functions to convert data to string values.

  • #,##0.00 format an amount column with 2 decimals
  • #,##0% format for a calculation and add % in the end

Width

The column width (in pixels).

Auto height

A check box that, if selected, adjusts the height of the cell in the selected column.
You can use this attribute when you need to move a long string of text to the next line inside the cell.

Extra space

The extra space added to the column (in pixels).

Hide empty

A check box that, if selected, prevents the printing of empty columns.

Hide zero

A check box that, if selected, prevents the printing of zero values in the row.

Hide line

A check box that, if selected, prevents the printing of empty lines.

Printing group

The printing group to include the column.

If you specify a printing group, the data from these columns will be printed only in the rows that have the same Column group value as the value defined here.

Unit group

The unit group that includes the row.

Printing control

The way the column will be printed, which is one of the following:
  • Print:
    The column will be printed in the report.
  • Hidden:
    The column will be hidden from the report and used only to store some values.
  • Merge next:
    The column will be merged with the next one in the report.

Visible formula

The formula that defines the conditions of visibility of a column in the generated report.

For details, see: Column attributes.

Page break

A check box that indicates (if selected) that a page break should be inserted after the column in the printed report.

Style

The printing style to be used for this data row.
The printing style parameters are defined in the Style dialog box, which you invoke by clicking the selector in this field.

For this lookup description, see the Style parameters section of Printing styles .

Data source

The source of the data to be displayed in the column.

Used to limit content based on Ledger, Account, Subaccount, Period, Offset period, Unit set, Amount type.

Mostly used for offset periods and budget columns.

Related concepts

General ledger windows - overview

About row sets

Analytical report parameters

Column sets - overview

Column attributes

Printing styles

Check accounts for financial statement reports

Related reports

General ledger reports - overview

Related windows

Report definitions (CS206000)

Analytical report parameters

Unit sets (CS206030)

Row sets (CS206010)

Printing styles