The master value manager: Unterschied zwischen den Versionen

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New account groups can also be added. To do this, you merely need to assign a name. Values from account workbooks can be assigned to newly created account groups later on.  
New account groups can also be added. To do this, you merely need to assign a name. Values from account workbooks can be assigned to newly created account groups later on.  
==== Account calculation ====
You can create an account calculation in which you add or subtract account values. It is necessary to give the account calculation a name.


=== Edit ===
=== Edit ===

Version vom 17. März 2021, 09:03 Uhr

The master value manager is the “control centre” for all master values. Keep an overview of which master values are stored in the MeetingPoint. Here you can also create manual values and use these for cross-file validations later on. So that you can continue working in the Excel document, you must close the master value manager.

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The master value manager interface

The interface of the master value manager displays all important information and tools so you can work easily with master values.


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Firesys Icons BubbleTransparent 1 white background.png Management

Add

The Add dialog in the master value manager

Here you can add a manual master value, an account calculation or an account group to the MeetingPoint.

Manual value

A manual value is stored in the MeetingPoint and can only be changed in the master value manager. So that validations can be structured better, you have to give the value a name, enter a number and you also have the option of saving a comment.


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Good to know

You can only enter numbers in the “Value” field. If a letter or special character occurs in the number (provided it does not occur at the first location), these characters are removed when you click “OK”.


Account group

New account groups can also be added. To do this, you merely need to assign a name. Values from account workbooks can be assigned to newly created account groups later on.

Account calculation

You can create an account calculation in which you add or subtract account values. It is necessary to give the account calculation a name.

Edit

Change the selected manual master value.

Edit name

Edit the name of the selected master value.

Edit comment

Create or edit a comment which is displayed in the master value manager.

Delete

Deletes the selected master values from the MeetingPoint.

Convert transmitter value

Converts the selected transmitter value into a manual master value.

Check use

Checks whether a transmitter value is used in cross-file validation. The list of recipient files then indicates in which files this transmitter value is used.

Firesys Icons BubbleTransparent 2 white background.png The list

The list view displays all master values and account groups that are currently saved in the MeetingPoint. You can expand and reduce the individual manual and account values by using the button on the side. Presentation of all master values in the MeetingPoint.

Firesys Icons BubbleTransparent 3 white background.png View

Expand all/reduce all

Expands or reduces all objects in the list. This makes more information available to you.

Search & filter

Opens the search field to search the object list for certain information. Determine which objects are shown in the list. You can also filter by transmitter values, manual master values, error-free objects, warnings and problems. Multiple filters can be combined. The view can be reset by choosing “Remove filter”.

Help

Opens the help area which supports you as you work.


Display central value history


The explanation of each step in detail

How to display the master value history for manual, transmitter and account values:

  1. In the "*Content" ribbon, in the "Master values" group, click the "Master value manager" button.
    → The Master value manager opens.

  2. Select a value.

  3. In the Master value manager, in the "Information" group, click the "Master value history" button.
    → A results dialog opens that shows you the history of the values.

See also

Navigation hoch.svg The functions of the master value manager
Navigation rechts.svg Additional functions in the master value manager
Navigation rechts.svg Working with master values
Navigation rechts.svg Insert transmitter values

Further contents

firesys website
Customer area
YouTube