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Repeat settings

Accountants Enterprise in Australia only

Repeat settings are used to insert additional rows into a Format when multiple values need to be accommodated from a referenced Database Map field or multiple accounts from a referenced Chart Map folder. You will be able to view the repeated rows when the Format is previewed or a report in which the Format is included is previewed or generated.

The Repeat icon (

) indicates that repeating has been set for a row.

Repeating rows is applied through the Repeat Settings window, accessed from the right–click menu when one or more rows are selected within the Format Editor window in the Display view.

You can set a print condition on the row you have set to repeat. This condition is applied individually to each row that is returned.

To sum repeated rows, make the cell which contains the reference, the object of the SUM. For example, if you set row 4 to repeat and you want to sum the amounts in column B, you sum the cell containing the reference, e.g., =SUM(B4).

To apply repeat settings
  1. Open the Format Editor window for the Format you want to repeat rows in.

  2. Click in the row label area (the grey left–hand column containing the row number) to select the row or adjoining rows that you want to repeat.

  3. From the right–click menu, select Repeat. The Repeat Settings window opens.

  4. Select the Apply repeat checkbox.

  5. In the Repeat For area, select either the Chart Map Folder or Database Map Table radio button to define what you want to apply repeat settings to.

  6. From the list box, select the path to the Chart Map folder or Database Map table to be repeated in the selected row.

  7. In the Number of rows to group field, enter the number of rows to be grouped together. If you selected more than one row in the Format Editor window, this field defaults to the number of rows selected.

  8. If you are repeating rows for a Chart Map folder, you have the following additional options:

    Additional optionDetails
    Show sub code

    Select this checkbox if you want sub-codes for any control accounts in the range you have specified to display in your Format. When sub-codes are displayed, the control account to which the sub-codes belong is also displayed. If you do not want the control accounts to display, you will need to set a print condition, e.g. =level<>"C"

    Show zero balances
    Select this checkbox if you want accounts containing a zero balance to display in the Format.
    More...

     Contains advanced setting options:

    • Group repeat by: Code, Pre-fix, MainCode, SubCode, Division, Description, AltDescription
    • Group Order: allows multiple sort orders to be specified. For example, if the repeat needs to be grouped by MainCode, and then by SubCode, the Group Order value for the SubCode is 2 and the MainCode is 1).

    In the example above, accounts in the BalanceSheet.Assets.NonCurrent.Investment.Property Chart Map range, will appear on the Balance Sheet format, grouped by numerical order of the MainCode, then by SubCode.

  9. When all the settings have been defined, click OK to save your actions and return to the Format Editor window. The first repeated row has a
    icon with a line showing any following rows included in the grouping.
To turn off Repeat settings

If you no longer want a repeat setting that has previously been applied to a row selection to be maintained, you can turn it off in the Repeat Settings window. Although the repeating rows no longer apply to the Format, the settings are retained in the Repeat Settings window, so you can easily apply them again in the future if required.

If you are turning off repeating for a Chart Map reference, you need to remove certain references, e.g., =amount and =description from your spreadsheet, otherwise they will display as #NAME when you preview the Format.
If you turn off repeating rows for a Database Map reference, the reference continues to work after you have turned it off. However, it will only provide you with the first record in the database. If this is not what you desire, remove the Database Map reference from the spreadsheet.

  1. Open the Format Editor window for the Format you want to remove repeat rows from.
  2. Click in the row label area (the grey left–hand column containing the row number) to select the row currently containing the repeat. If you are turning off the repeat setting for a group of rows, select the first row in the group.

  3. From the right–click menu, select Repeat. The Repeat Settings window opens.

  4. Deselect the Apply repeat checkbox.

  5. Click OK to apply your changes. The row(s) for which you have turned off repeating no longer displays a

     icon in its row label.

Your changes are not saved until you save the Format.

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