Navigating the Special Purpose Worksheet

There are many options for navigating a special purpose worksheet - whether Global, Worksheet or Template.

Viewing SPW Data

To expose or limit data within the view, use Hide Details or Filter. Add Gridlines for delineating columns.

Hide Details - Click Hide Details to hide the details for lines that include formulas or post to the Summary section.

Gridlines - Click Gridlines to hide/show gridlines in the columns of the SPW.

Filter - Click Filter to limit the information displayed using various options. Remove filters by clearing the Filter dropdown, and/or associated dropdowns.

Filter options:

• Sections - Display a Section dropdown, used to limit the display to a specific section.
  
  
  
• Posts to Summary - Display lines that post to the Summary, and the Summary section.
• Summary Lines  - Show only the Summary section.
• Reporting Group - Display a Reporting Group dropdown, used to limit the display to lines that are based on a specific reporting group.
• Account - Display an Account dropdown, used to limit the lines to a specific account.
  
  
  
• Formula - Show all lines that are based on a formula. Use the Formula dropdown to select a specific formula.
• Dimensions - If your organization uses line item dimensions, you can choose any of them to use as a filter. Choose a dimension to list all rows that make use of that dimension. This also displays a dropdown, and you can select any specific value for that dimension to show only lines that use that value.
• Worksheet - Available for GSPWs only. Show all lines that are based on a specific worksheet in a GSPW.
  
  

SPW Shortcuts

• Click on an amount in the Total column on the right to view only lines that are used in that calculation. 
• Use "-" or "+" on the far right side of the header line for each section in order to collapse or expand that section.
• Click on the Description of a line to go straight to the Info tab for that item.
• Click on any monthly amount or the Calculator icon to go straight to the Values tab.
• Click on the total for any line in the Summary to see just the lines that make up the total shown there.
• Click on elements on any detail line, like Posts, Accounts, or Dimensions, to filter to all lines that include that same detail.
• Click on the Totals icon in the top line of any section that includes lines that are posted to the summary to see the impact of that section on the Summary, including the total income, total expense, and net gain/loss for that section.
• Click on the Section title to update the title.
• Click the + icon next to Totals on a section to add a new line to the section.
• Click the Copy icon to copy the existing line Info to a new line. Values are not copied.
• Click the red Trash Can icon to remove a line.