Add New Line or New Fund to Statements

Manage Rows and Columns within a Data Model’s Table Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Step-by-Step Instructions

Navigate to the Dimensions and its Corresponding Data

• From the MDFM, click Admin.
• Select Dimensions.

Understanding Dimensions

• Dimensions are grouped into folders that represent sections of the report type. 
• Under Statements you will find fund level statements along with reconciliation and cash flow. Use the chevron icon to expand the Statements folder.
• There are two different types of dimensions to consider, the Statement Structure and the Reporting Funds. In most models, the Statement Structure will pertain to the rows and the Reporting Funds will pertain to the Columns of the table. Click the Edit (pencil) icon to edit the dimension.
• Expand the rows as needed to get to the lowest level of the table.

Edit the Naming Convention of a Row or Column in a Statement

1. Click the Edit (pencil) icon to edit any existing rows.
2. Make your edits and select the Save (floppy disk) icon to save the changes. Select the Re-do arrow to revert back to the original version.

Change the Order of the Rows or Column in a Statement

• Drag and drop rows to reorder the list.
  • Tips: 
    • Add a row as a child row by dragging it over another row. When you see the row highlighted, drop the row to put it underneath. 
    • If you want to reorder and keep the rows at the same level, wait to drop until you see a line between the row above and below.

Add a New Row or Column in a Statement

1. To add a child row under an existing row, select the Add (+) icon of the parent row.
2. Add a name for the row and select Save.

Duplicate a Row or Column in a Statement

1. To duplicate a dimension, right click on it and click Copy
2. Then right click on the row where you want to place it and select Paste.

Delete a Row or Column

• Select the Delete (trash can) icon to delete a row. Select Yes when prompted to confirm the deletion.