Digital Budget Book - Edit Global Table Configurations

Global Table Configurations, found in the Digital Budget Book Settings, are your powerful tool for ensuring uniformity and consistency across all Financial Schedule Tables by allowing you to apply updates globally from one central location. This saves you time and keeps your data presentation professional.

Financial Schedule Table Configurations

Note: Saving changes in Table Configurations will instantly update the Universal Settings for all Financial Pages. If you have previously made custom updates to individual pages, they will remain untouched only if they are detached from Universal Settings. You can still update Universal Settings, but remember that any new changes made here will override those previous universal settings.

1. Select Settings in the upper right corner of the Digital Budget Book.
2. Select the Table Configurations section.

In the Global Table Configurations settings, there are four main sub-tabs. Select the link below to jump directly to that section of the article.

• General
• Value Formatting
• Table Presentation
• Column Configuration 

Note: The settings that pertain to Position Summary Tables can be found in a sub-tab labeled FTE in the Value Formatting and Column Configuration tabs. Learn more about customizing Position Summary Tables with this article.

General Tab

• Toggle on Expand Statements by default if you wish for the table to display expanded on the document page. 
• Display suppressed rows will allow you to hide rows in the financial schedule tables that contain only zero-dollar values across all columns.
• Select the Save Changes button to confirm changes. 

Value Formatting Tab

Beneath the Value Formatting tab, you will see two sub-tabs: Financial and FTE.

• The Financial sub-tab allows you to make value formatting decisions for the financial schedule tables that display on your financial (Fund, Department, Location) pages.
• The FTE sub-tab allows you to make value formatting decisions for the Personnel Summary Tables in the Position Detail panel that is automatically added to financial pages in Digital Budget Books when the Position Count Table is linked in the document’s Personnel Data Source.

Financial Value Formatting

• Toggle on or off Display with $ values if you do not wish to show a dollar sign with your financial figures. Dollar signs will display with all values by default.
• Toggle on or off Enable Accounting Format to align the currency symbol to the left.
• Toggle on or off Show Negative Numbers in Parentheses if you want negative values to display in parentheses instead of with a minus sign.
• Choose to display Currency and Percentage Decimal Places with 0, 1, or 2 decimals. 
• Choose how to Display empty values as $0.00, blank values, or dashes.
• Select the Save Financial Settings button to confirm changes. 

FTE Value Formatting

• FTE Decimal Places - choose how many decimal places to display for FTE values.
• Percentage Decimal Places - choose how many decimal places to display for percentages.
• Empty Value Display - choose to display empty values as 0.00, as a blank cell, or as a dash.
• Select the Save FTE Settings button to confirm changes. 

Table Presentation Tab

Use the Table Presentation Tab to impact the look and feel of your financial tables.

• Toggle on Display Horizontal Gridlines to display lines between each row of the table
• Toggle on Display Vertical Gridlines to display lines between each column of the table
• Toggle on Display Table Border to display a border around the entire table.
• Select Alternating Row and Column Coloring to show color contrast between rows and columns on the table. Toggle on Apply row color to totals and subtotals to highlight these summary values.
• Select Header Formatting for horizontal and vertical column alignment. 
• Use the Account ID Formatting option to select the alignment for the Account ID column values.
• Use the Sort Order option to select how table rows are ordered: by CoA (chart of accounts) order, or by Alphabetical order.
• Select the Save Changes button to confirm changes. 

Column Configuration

Beneath the Column Configuration tab, you will see two sub-tabs: Financial and FTE.

• The Financial sub-tab allows you to adjust the columns displayed for the financial schedule tables that display on your financial (Fund, Department, Location) pages.
• The FTE sub-tab allows you to adjust the columns displayed for the Personnel Summary Tables in the Position Detail panel that is automatically added to financial pages in Digital Budget Books when the Position Count Table is linked in the document’s Personnel Data Source.

Financial Table Column Configuration

1. Drag and drop columns in the order you would like to display them.
2. Select the Column Menu to select or deselect columns in the table. 
3. Select the +Add Change Column icon to include additional change columns or a combined amount column. 
4. Select Dimensions to apply the column settings to all financial pages of those types. 
5. Select the Save Changes button to confirm changes. 

Note: If you wish to display itemization and account details, go to your dimension financial pages (e.g Fund Summary Pages or Department Pages) in Settings. Then from the Universal Page Settings tab, expand the dimension content block (e.g. Expenditures by Department) you wish to configure the financial schedule table from to make those changes. 

Pro Tip: Utilize the Budget Version Naming Settings to rename version columns in your financial table. 

FTE Column Configuration

1. Drag and drop columns in the order you would like to display them.
2. Select the Column Menu to select or deselect columns in the table. 
3. Select the +Add Change Column icon to include additional change columns or a combined amount column. 
4. Select Dimensions to apply the column settings to all financial pages of those types. 
5. Select the Save Changes button to confirm changes. 

Note: If you wish to display Job Title detail in your Personnel Summary Tables, go to your dimension financial pages (e.g Fund Summary Pages or Department Pages) in Settings. Then from the Universal Page Settings tab, expand the Position Detail content section. To the right of the Position Summary Table, select the Configure button to enable job titles. 

Additional Resources

Learn more about Financial Pages and Universal Settings in the article, Digital Budget Book - Edit Financial Page Settings.

Learn more about connecting your Position Count Tables to the Budget Book in the article, Personnel Budgeting Data Source.