Vorlage:Video- Kontenberechnung bearbeiten-English: Unterschied zwischen den Versionen

Aus firesys Hilfe
Zur Navigation springen Zur Suche springen
(Die Seite wurde neu angelegt: „ 808px|center <center><div class="toccolours mw-collapsible mw-collapsed" style="width:800px; overflow:auto> <div…“)
 
Keine Bearbeitungszusammenfassung
 
(Eine dazwischenliegende Version von einem anderen Benutzer wird nicht angezeigt)
Zeile 1: Zeile 1:
[[Datei:Kontenberechnung bearbeiten.webm|808px|center]]
[[Datei:Kontenberechnung bearbeiten.webm|808px|center]]




<center><div class="toccolours mw-collapsible mw-collapsed" style="width:800px; overflow:auto>
<center>
<div style="font-weight:bolder;line-height:1.8;">A detailed explanation of the individual steps</div>
<div class="toccolours mw-collapsible mw-collapsed" style="width:800px; overflow:auto>
<div class="mw-collapsible-content">
<div style="font-weight:bolder;line-height:1.8;">A detailed explanation of the individual steps</div>
<p align="left">To edit an account calculation: <br><br>
<div class="mw-collapsible-content">
<p align="left">
<p align="left">To edit an account calculation:
<ul>
<br>
  <li> <p align="left">'''Preparatory activities:''' <br><br> Make sure that an account calculation already exists in your MeetingPoint.</li>
<br>
  <li> <p align="left">In the “*Content” menu ribbon, in the “Master values” group, open the master value manager.</li>
<ol>
  <li> <p align="left">In the list view, navigate to the desired account calculation.</li>
<p align="left">'''Preparatory activities:'''  
  <li> <p align="left">Click the “Edit” button in the “Management” group.</li>
<br>
  <li> <p align="left">The account calculation dialog opens.</li>
<br>
  <li> <p align="left">From the list area with all account values, select those account values that you want to add with a left click, and those that you want to subtract with a right click.</li>  
<li> <p align="left"> Make sure that an account calculation already exists in your MeetingPoint.</li>
  <li> <p align="left">You can also configure a mathematical operator, a factor and automatic rounding of the result.</li>  
  <li> <p align="left">Exit the dialogue box by clicking on the “OK” button.</li> 
<li> <p align="left"> In the “*Content” menu ribbon, in the “Master values” group, open the master value manager.</li>
  <li> <p align="left">The account calculation is now automatically adjusted in the MeetingPoint.</li>  
  <li> <p align="left">If you have already inserted the account calculation in your Excel workbook, then click the “Synchronise values” button in the “Master values” group in the “*Content” menu band in order to transfer the adjustments to Excel.</li>
<li> <p align="left">In the list view, navigate to the desired account calculation.</li>
  </ul>
</p>
<li> <p align="left">Click the “Edit” button in the “Management” group.
 
<br> &rarr; The account calculation dialog opens.</li>
<li> <p align="left">From the list area with all account values, select those account values that you want to add with a left click, and those that you want to subtract with a right click.</li>
<li> <p align="left">You can also configure a mathematical operator, a factor and automatic rounding of the result.</li>  
<li> <p align="left">Exit the dialogue box by clicking on the “OK” button.
<br> &rarr; The account calculation is now automatically adjusted in the MeetingPoint.</li>  
<li> <p align="left">If you have already inserted the Account calculation in your Excel workbook, click on the "Synchronise values" button in the "*Contents" ribbon in the "Master values" group.
<br> &rarr; The adjustments are transferred to Excel. </li>  
</ol>
</center>  
</center>  
</div></div>
</div>
</div>

Aktuelle Version vom 21. September 2023, 08:38 Uhr


A detailed explanation of the individual steps

To edit an account calculation:

    Preparatory activities:

  1. Make sure that an account calculation already exists in your MeetingPoint.

  2. In the “*Content” menu ribbon, in the “Master values” group, open the master value manager.

  3. In the list view, navigate to the desired account calculation.

  4. Click the “Edit” button in the “Management” group.
    → The account calculation dialog opens.

  5. From the list area with all account values, select those account values that you want to add with a left click, and those that you want to subtract with a right click.

  6. You can also configure a mathematical operator, a factor and automatic rounding of the result.

  7. Exit the dialogue box by clicking on the “OK” button.
    → The account calculation is now automatically adjusted in the MeetingPoint.

  8. If you have already inserted the Account calculation in your Excel workbook, click on the "Synchronise values" button in the "*Contents" ribbon in the "Master values" group.
    → The adjustments are transferred to Excel.