Edit automated worksheet

Processes the automated worksheet. Text, number columns and other master value columns can be added. The definition of the columns on the worksheet can also be adjusted.

Definition

To edit an automated worksheet later on, click on the “*Contents” menu on the “Edit” button in the “Master values” group. The following task pane opens:

The task pane of editing automated worksheets.

Ribbon

Save and close

Saves the changes, updates the worksheet and closes the task pane.

Update task pane

Updates the contents of the task pane if changes have been made to the worksheet subsequently.

Worksheet name

Displays the name of the automated worksheet.

Account group

Displays the selected account group from which key date data is inserted in the number columns. The account group can be subsequently changed for the automated worksheet.

Text column

Add text column

Add the column selected in the worksheet as a text column. A set of two pieces of information is created, which can be defined subsequently.

Remove text column

Removes the selected text column from the definition.

List area

Displays the defined text columns. Two parameters belong to each text column.

• text column - column in which the texts are displayed on the worksheet.
• master value column - master value column from which the numbers are to be provided.

By clicking on the button the selection can be taken over on the worksheet as text or master value column.

Columns

Add column of numbers

Add the column selected in the worksheet as a column of numbers. A set of three pieces of information is created, which can be defined subsequently.

Remove column of numbers

Removes the selected text column from the definition.

List area

Displays the defined number columns. There are three parameters for each number column:

• number column - column in which the numbers are displayed on the worksheet.
• master value column - master value column from which the numbers are to be provided.
• key date - Shows the key date from which the values are to be provided in the number columns.

By clicking on the button, the selection can be taken over on the worksheet as numbers or master value column; in addition, the key date can be adjusted per number column.

Video: Edit automated worksheet

A detailed explanation of the individual steps

How to assign a new master value column to a value column:

1. Open the automated worksheet in which a value column is to be assigned to a new master value column.

2. Click on the "Edit" button in the "Master values" group in the "*Contents" ribbon.
   → The "Definition" task pane opens on the right.

3. Click on any cell in the column that is to become the new master value column.

4. In the task pane, select the column that is to be modified and click the button in the "Master value column" row.
   → The name of the new master value column is now displayed in the row.

5. Save the changes by clicking on the "Disk" in the upper left corner of the task pane.
   → The newly assigned master value column is grayed out and can now be filled.

See also

Automated worksheet
Insert automated worksheet
Automate worksheet
Detach automated worksheet

Further contents

→ firesys website
→ Customer area
→ YouTube