One of my favorite new features in version 14 is our new “tree grid” functionality. This type of screen allows you to group the information in a variety of ways and then lets you expand a section as needed.
Using the ‘Group by’ Feature
Each tree grid screen has standard groupings built in. Click the drop down arrow on the Grouping Selector to choose a different format. Once selected, the screen will redraw using this methodology.
Use the Grouping Selector to redisplay the information using this ‘Group by’ format.
The Grouping Bar can be used to create additional formats. To create a new one, drag the column title onto the Grouping Bar. To create a subset of the first group, drag another column title after the first one.
For example, on the G/L Detail Analysis Inquiry, drag the ‘Year’ column title onto the Grouping Bar. Then drag the ‘G/L period’. Now you have financial information sorted first by year and then by fiscal period.
TIP: Drag one column at a time to create this stacked group.
The Summary Bar displays the grand total of all numerical information displayed on the grid. Date columns will display the latest date here as well.
Click the Printing icon and you are first prompted to select which columns to include. Click OK and the report will preview to the screen.
The Excel icon will export the grid, using its group by format, to your spreadsheet program. This exports whatever information you see on the screen, so if there were columns that weren’t needed, use the Tablet icon to remove them.
The Tablet icon allows you to hide columns that aren’t needed in both the display, the export and when printing.
After you have configured the screen to your liking, be sure to use Saved Selections to store this format for future use.