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<p align="left">To edit an account calculation: <br><br> | <p align="left">To edit an account calculation: <br><br> | ||
<p align="left"> | <p align="left"> | ||
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<li> <p align="left">'''Preparatory activities:''' <br><br> Make sure that an account calculation already exists in your MeetingPoint.</li> | <li> <p align="left">'''Preparatory activities:''' <br><br> Make sure that an account calculation already exists in your MeetingPoint.</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">In the “*Content” menu ribbon, in the “Master values” group, open the master value manager.</li> | ||
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<li> <p align="left">The account calculation is now automatically adjusted in the MeetingPoint.</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">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> | ||
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</p> | </p> | ||
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Version vom 30. Juni 2023, 11:26 Uhr
To edit an account calculation:
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Preparatory activities:
Make sure that an account calculation already exists in your MeetingPoint. -
In the “*Content” menu ribbon, in the “Master values” group, open the master value manager.
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In the list view, navigate to the desired account calculation.
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Click the “Edit” button in the “Management” group.
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The account calculation dialog opens.
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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.
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You can also configure a mathematical operator, a factor and automatic rounding of the result.
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Exit the dialogue box by clicking on the “OK” button.
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The account calculation is now automatically adjusted in the MeetingPoint.
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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.