Home > GIDE Poweroom > Editing a Case

Editing a Case

Case may contain one or more tables, according to the needs of the user. Each table displays the accounts as lines (selected from a list of accounts in the model), and columns to define the calculated range (time or data type).

Case name

To enter a new or change an existing name of a case, click in the field and type the new name. Confirm with the OK button or continue changing other case attributes.

Case Statements

  • Select Active Statement – To select the Active Statement from the Statement List window, click on the desired statement.
  • Create New Statement – Right–click in the Statements List window and from the context menu, select Add Statement. After this, the statement will appear in the Statement List window, named New Statement.
  • Remove Statement – Right–click on the statements you want remove and from the context menu, select Remove Statement. After this, the statement will be permanently removed.
  • Rename Statement – To change a name of the statement, click on the statement and change the name. Confirm the new name of the statement by clicking the Enter button.
  • Change Statement Height – To change a height of the statement, click on the statement, in Height column and change the height value. Confirm the new height of the statement by clicking the Enter button.

Case Columns

  • Add Time Column – Time columns are defined by the range of dates (Date From and Date To) and type of the time column (Second, Minute, Hour, etc.). One time unit represents one column in the statement. To add Time Columns, select Date Interval, Date From, Date To and click on the Add Time Columns button.
  • Add Columns Described by ID – Identified by the user defined specified ID (this ID is then used in the Column Identifiers of the Formula Application in the Model Edit screen). To add the Described by ID, enter unique column ID (Alphanumeric string), Caption (name of the column that will be displayed in the statement) and click on the Add ID Column button
  • Remove Columns – To remove a column (or multiple columns using the Shift or Ctrl key), right–click in the Column List on a specific column (or columns) and from the context menu select Remove Column, or click on the Remove icon in the tool bar.

Column list

  • Change Column Caption – To change a name of the column, click on the column name in Caption Column and change the name. Confirm new name of the column by clicking the Enter button.
  • Change Column ID – To change an ID of the column, click on the column ID in ID Column and change the ID. Confirm new ID of the column clicking the Enter button.
  • Ordering Columns in Statement – You can order accounts by clicking on an account’s name, and dragging and dropping the account to the desired place.

Accounts List

This displays the accounts in the selected model that are available to be assigned to the active statement.

Accounts Assigned to Case

  • Assigning an Account – Select the desired account from the Accounts List, then drag and drop into the Accounts Assigned to Case window, or double-click on account to move the account to Accounts Assigned to Case window.
  • Adding an Empty Line – Inserting empty rows serves to make a statement data easier to read. Right–click on an account, and select Insert Empty Line from the menu. The empty line will appear above the current line.
  • Removing Accounts – If you don’t want an account to appear in a given statement, right–click on that account. Then in the displayed context menu, select Remove from Statement. In order to remove all accounts from the statement, select Remove All Lines.

Format Accounts List

Formatting data in a case

You can change the format and appearance of data in a statement in Dataroom for an entire time period. Mark the relevant row in Dataroom, and then click on the tool bar icon as relevant:

Number format – Clicking this icon will bring up a roll–down menu for selecting the number formatting from among the options

Percent format – Clicking here will display the selected data in percentage form

Thousands separator – Clicking this icon will cause values in thousands to be separated by a comma

Increase scaling – Clicking this icon will increase this line’s indentation from the left

Decrease scaling – Clicking this icon will decrease this line’s indentation from the left

Increase decimal places – Clicking here will increase the marked values by one decimal place

Decrease decimal places – Clicking here will decrease the marked values by one decimal place

Currency – Clicking on this icon gives you the option of choosing from among the currencies offered

Units of measure – Clicking on this icon gives you the option of choosing from among the units of measure offered.

 

Adjusting the Font in a Statement

You can adjust the format and style of font in a statement’s cell or entire time period in Dataroom, by marking cells or a whole line, and then clicking on tool bar icons:

Font – Clicking on this icon allows you to change the font type by choosing from the roll–down list.

Foreground colour – After you click on this icon, you can choose from a palette of colours, from which you can choose and apply to one or more items.

Background colour – Clicking on this icon allows you to change the background colour for one or more items.

Bold – Clicking on this icon changes the writing for the selected item or items to bold.

Italic – Clicking on this icon changes the writing for the selected item or items to italic.

Underline – Clicking on this icon underlines the writing for the selected item or items.

Increase indent – This increases indentation from the left margin by one tab stop.

Decrease indent – This decreases indentation from the left margin by one tab stop.

Reset styles – Clicking on this icon undoes the changes and returns settings to the default.