Open Forum

Formatting Columns on Mgmt Reporter

  • 1.  Formatting Columns on Mgmt Reporter

    Posted 02-08-2018 01:39 PM
      |   view attached
    Hi All,

    I'm new to this open forum, but have been using Microsoft Dynamics for the past three years.  We just recently upgraded to SL 2015.  My question has to do with a report created in Management Reporter for our Budget Summary.  I have the various columns for the Budget, Adj Budget , Current Month, YTD, Balance Remaining, and Percentage of Budget already Expended.  Along the left side are all of the expense account lines.  What I am having trouble with, I only want $ sign on the first numbers at the top of the columns and on the totals.  When I restricted the $ signs, I lost the % sign over in the Percentage column all the way down the page.

    Any ideas on how to keep the $ sign on the first line of each section and the totals, but have % sign on all the lines in the last column?  I've attached a copy of what the Budget Summary report currently looks like.  Any help would be appreciated!

    Thanks,
    Karen


    ------------------------------
    Karen Scanlan
    Ventura County Employees' Retirement Association
    Ventura CA
    ------------------------------

    Attachment(s)



  • 2.  RE: Formatting Columns on Mgmt Reporter

    SILVER CONTRIBUTOR
    Posted 02-09-2018 06:45 AM
    Karen,

    You should be able to override the column format doing something like what I have below.  This shows the % sign on each line. in that particular column.



    ------------------------------
    David Callery
    Consultant
    Coe & Company, LLC
    New Orleans LA
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  • 3.  RE: Formatting Columns on Mgmt Reporter

    Posted 02-12-2018 05:06 PM
    ​Thank you for your input.  I added the percentage formatting to the Column Definitions to get the percentage in the last column of the report.  That seems to have worked, except for the rows that I need to show $ currency.

    To get the $ sign on the first line of each section and the total lines, I had to enter the formatting in the Format Override in Row Definitions.  When I did this, it changed the % for that row only back to currency.

    I've tried all different combinations, just not sure how to get the % column to stay there on the line where the Total $ line is.

    Here is how I formatted the Row Definitions to get the total $ lines:
    Here is how the Column Definitions is formatted to show % in the last column:

    I thought the Column Definitions would override the Row Definitions?  Doesn't look like that is happening in this case.


    ------------------------------
    Karen Scanlan
    Ventura County Employees' Retirement Association
    Ventura CA
    ------------------------------



  • 4.  RE: Formatting Columns on Mgmt Reporter

    Posted 02-09-2018 08:25 AM

    Put the "$" format in the appropriate rows in the row definition instead of the column

     

    Tom


    Thomas J. Schonthaler | RaffaTech | Raffa
    Senior Financial Systems Consultant
    Phone: 301.279.6506
    Mobile: 571.216.6355

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  • 5.  RE: Formatting Columns on Mgmt Reporter

    SILVER CONTRIBUTOR
    Posted 02-13-2018 07:39 AM
    Karen,

    The format override will override the entire column or the entire row.  The % for the column worked correctly but then is overridden by the $ format on the rows you have.  On those rows, such as the totals, restrict the columns that row format override will affect  by entering that column value in the in the "Column Restriction".  Entering B-H in that cell should only use the $ format in those columns and then the % should appear on every value in column G which appear to be your percent column.


    ------------------------------
    David Callery
    Consultant
    Coe & Company, LLC
    New Orleans LA
    ------------------------------