Group Items into a Total and insert the total's balance into your financial report.
The way the dialog works for Grouping Totals is very similar to Grouping Items.
Items that are grouped into the Total are in the left list.
Items that are not grouped into this Total are in the right list.
Only Items in cells appearing "before" the Total cell can be grouped into the Total. This includes Items:
•In the same column and a previous row to the Total cell
•In the same row and previous column to the Total cell
•In a previous row and column
Dialog position and size
The dialog is movable and resizable. The bigger you make the window, the more items are visible. By default, the dialog is displayed besides the active cell. Once moved and resized, the new settings can become the default settings by checking the Keep Position And Size checkbox.
Item balances
The item balances can be shown by checking the Show Item Balances checkbox.
List All Items
As mentioned previously, only Items in cells appearing "before" the Total cell can be grouped into the Total. However, there are some situations, such as in financial statement Notes for example, which might require an item appearing "after" the Total to be grouped into the Total.
Clicking 'List All Items' at the bottom right will temporarily list all the items (except the items that are grouped into the Total) in the Ungrouped Items right list, allowing you to group an item appearing "after" the Total cell.
Shortcut: In addition to the FSM ribbon button, access this dialog by right-clicking on a worksheet cell to open its context menu, or by double-clicking on a cell that already contains a Total.
To move items from one list to the other, double-click on a single item, or select one or more items, and then click the Move button. They will be moved to the other list, in the direction of the arrow shown in the Move button.
Selection
•Clicking a single item (or pressing the Space bar) selects it.
•Hold down the Ctrl key while clicking items (or pressing the Space bar), to select multiple items
•Hold down the Shift key while clicking items (or pressing the Space bar), to select all the items in between.
Move Selected Item(s)
•Click the Move button (or press the Enter key) to move the selected item(s).
•When moving item(s) to the Grouped Items list, the items will be moved above the selected item in the Grouped Items list.
•When moving item(s) to the Ungrouped Items list, the items will be placed in the order they appear in the worksheet.
•When items are moved, the Total's balance is re-computed, and displayed immediately in the cell.
Order of items in the lists
•The Grouped Items list is maintained according to how the items were grouped (and is subject to the user's preference). In order to change the order of the Grouped Items, individual items must be ungrouped, then re-grouped in the correct position.
Note: For presentation purposes, the Sense of the total is defined by the Sense of the first grouped item. To change the Sense of a Total, simply edit the Sense of the first item (see Item Balance for further details).
•The Ungrouped Items list is maintained in the same order as they appear in the worksheet.
Saving a Total
When satisfied with the Grouped Items, click the 'X' in the upper right corner. Your changes will be preserved, and the dialog will close.
FSM Total Formula
Totals are quickly recognizable because they have a cell formula starting with =1*, e.g.:
=1*(+E$8+E$9+E$10)