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Working with Statements

Statements contain groups of interconnected or logically associated accounts, created from model data in line with the user’s preference.

In GIDE you can create an unlimited number of statements, depending only on your user rights.

Each model has one uneditable statement created for it, called the Model Accounts. This includes a list of all accounts belonging to the active model.

The following operations are allowed:

 

Creating a New Statement

New statements are created in Dataroom. Right–click in the Statements tab, and in the context menu select Add Statement. Enter the name in the window that opens, then confirm OK; after this, the statement will appear in the list of statements.

 

Re–naming a Statement

You can change the name of a statement at any time, by double–clicking on the statement you want to re–name. The new name will be saved after you press the Enter key or click anywhere outside the statement name.

 

Removing a Statement

When you right–click on a statement in the Statements window, a context menu will appear in which you can click on Remove Statement. This will remove the statement from the database and the list of statements. Removing a statement will not delete the accounts from the database or model they were in; they remain available to you, either in other statements or in the list of Model Accounts.

 

Arranging Statements

You can drag and drop to move statements within a model. This will change the order of statements or move it to a position subordinate to another statement.

 

Opening a Statement

Open a statement by clicking, on the navigation panel in the Models tree, the model in which you want to work. Then choose a statement in the Statements tree, by clicking on the statement’s title. This brings up accounts with values contained in the statement to the main work area.

 

Changing Statement Time Range

The default time range is the same as the Time range of the Model.

Changes to a Statement’s time range alter only the data displayed. The Model’s Time range, and the existing data not displayed in a given statement, remains unaffected.

This function serves mainly so you see only the periods of a statement with which you need to work.

To change display of time range in an individual statement

  • After the statement opens and the type of display is chosen (Annual, Monthly, Comparison, Reporting...) the displayed time range appears, in the lower part of the View properties tab. Other alternatives change correspondingly, in the context of the view selected from the List of possible views.
  • For display in years (Annual), in the Years to View preview you can change the range of years displayed in the current statement under From and To – either by entering year values in the given form field, or by left–clicking the mouse on the up or down arrows in the display.
  • For display in months (Monthly), you can select other display possibilities from the right–hand panel View properties in the List of possible views. For example, the Monthly view makes it possible (where the time range is depicted) to set the year to be displayed in monthly intervals in Year to View (for relative columns), and then the range of months in Months to View, either by entering or selecting the months From and To. The statement then displays the actual previous year in the first column, then the months chosen from the year selected, and in the final column the annual data for the year selected.

 

For individual Previews, the relevant options are displayed so you can set the time range of the statement displayed based on your preferences.

 

Adding an Account to a Statement

Under Model Accounts, or in another statement, mark the accounts you want to add to the statement, then mark the accounts in which you want the accounts to appear. These accounts will display at the end of the statements selected.

 

Adding an External Account to a Statement

An external account is an account from another model.

When you right–click on the work area of the marked statement, a context menu appears. From this menu, choose Insert External Account.

A window will appear, from which you can choose one or more accounts to be displayed in the statement. (See Select Account Window).

 

Adding an Empty Line

Inserting empty rows serves to make 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 marked line.

 

Automatic Sorting of Statement Accounts

By clicking on the column name in a statement you can automatically sort the statement’s accounts, either Ascending or Descending, depending on the column you click on. The Ascending or Descending sorting order reverses when you click on the heading of the selected column.

Alternatively, you can right–click on the name of the column you want to use to sort. Then in the context menu select Sort Ascending or Sort Descending, to determine the order.

The active sorting can be switched off by right–clicking on the column heading and then selecting Clear sorting.

 

Ordering Accounts in a Statement

You can change the order of the accounts in a statement to any order you prefer. Temporary or permanent changes can be made using the standard functions of sort top to bottom or bottom to top (See Automatic Sorting of Statement Accounts), filter (See Filter Row), or manually moving to the desired place. You can make this sorting permanent by selecting Apply Current Ordering from the context menu of the work area of the marked account.

To shift accounts to a given place, you can mark the accounts to be moved. Then in the displayed context menu, select Cut Lines – this will erase the accounts from the statement. When you right–click on the place you want to move the selected accounts, and select Insert Cut Lines from the context menu that appears, the accounts will appear above the marked space.

Alternatively, you can order accounts by clicking on an account’s name, and dragging and dropping the account to the desired place.

 

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, or un–tick the marked account’s check box for the statement in which the account should not be displayed.

If you want to remove an account from all statements, but not from the database, right–click on that account, and then select Remove from All Statements. The account will then appear only in the Model Accounts statement.

These steps will not erase accounts from the database. (See Removing an Account from a Database)

 

Removing an Account from a Database

Permanently removing an account from a database is available in the main work area. Right–click on the given account and select Erase account. If the given account is interconnected with other accounts, the connections have to be removed first.

 

Formatting Data in a Statement

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.

 

Hiding Columns

You can hide columns you do not want to work with. Columns can be hidden in two ways:

  • By right–clicking on the column to be hidden and selecting Hide this Column.
  • By right–clicking on any column and selecting with the Column Chooser. The Customization window will appear, and into this you can click and drag columns you want to hide: capture the column heading, and drag and drop (with left mouse button pressed) the column name into the Customization window.

You can re–display these columns while in the Customization window, and from it drag the column name to a place between the names of columns displayed in the statement. This allows you to position the column where you want. Alternatively, in the Customization window the column name to be re–displayed can be clicked by using the right mouse button, and selecting Show this Column. This alternative will display the column in its original position.

Tip: Another alternative for re–displaying a column is double–clicking the left mouse button on the column name, which will then display in its original position.

 

 

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