Digital Budget Books - Financial Page Settings - Configure Financial Schedule Tables

Depending on the type of financial pages you have created, you will have settings for those dimension types (e.g., Fund Summary Pages, Program, and Department). Follow these steps to access the settings.

1. Navigate to the budget book’s Settings menu
2. Select the Dimension page tab (i.e., Fund Summary, Location, Department, Program, etc.) to begin to make edits to the pages of that dimension universally.  
   Note: Universal Page Settings will apply to all pages within that dimension section of pages. 

Configure the Financial Schedule Tables 

Each financial page type will display a Financial Schedule Table after the charts in each financial dimension content block. It is recommended to make changes to your financial schedule tables in bulk using the Universal Page Settings. This will standardize your financial pages and streamline your time management for customizing your financial schedule tables.  

Note: You can apply global updates to Financial Schedule Tables. Check out the article: Digital Budget Book - Global Table Configurations. 

Navigate to your preferred Dimension Page in Settings. Then expand the dimension content block you want to work within and select the Configure icon next to the Schedule Configuration. A Financial Schedule Editor module will appear on the screen.

In the Financial Schedule Editor, you will see 3 sub-tabs. Select the link below to jump directly to that section of the article.

• General
• Value Formatting
• Table Presentation

There are also specific tables, called Comprehensive Fund Summaries, with additional customization options.

• Select this link to jump to the Comprehensive Fund Summary section of the article.

The General Tab

1. Table Preferences: 
   • Toggle on Expand Statements by default if you wish for the table to display expanded on the document webpage. 
   • Display suppressed rows will allow you to hide rows in the financial schedule tables that contain only zero-dollar values across all columns.
   • Decide whether to show Account details and subsequent decisions:
     • Toggle on Show Itemizations if you would like to display all itemizations manually-entered or imported in the operating budget.
     • Control what itemizations display, Personnel, Capital, or Manually Created, by toggling off the option. 
   • Row Settings allow you to manage the dimensions that will be displayed and grouped within a table:
     • Toggle Hide Values on or off for the dimension row.
     • By toggling on the Sub-total Rows, you can add automatic subtotals to the view.
2. Column Display:
   • Drag and drop the columns in your preferred displayed order. 
3. Column Menu:
   • Select or deselect columns to display in a financial table. Note: Adding more than 6 columns to a table may result in additional pages in the PDF version of your budget book. 
     • Pro-Tip: If you need to display more than 6 columns, consider changing the orientation of the page to Landscape for a better visual display. Learn more with this article: Document Building - Page Orientation Settings
   • Create a change column by selecting the +Add Change Column option. 

Select the Save Configuration button when you’re done.

Note: The system will warn if you have not saved your changes. 

The Value Formatting Tab

• 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 Enable Accounting Format to align the currency symbol ($) to the left in a column. 
• 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 Currency Decimal Places of 0, 1, or 2 decimal places. 
• Choose Percentage Decimal Places of 0,1, or 2. 
• Choose how to Display empty values as $0.00, blank values, or dashes.

Select the Save Configuration button when you’re done.

The Table Presentation Tab

• 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.
• Toggle on Hide First Column Title to hide the header of the first (description) column.
• Type in a Custom Footer to override the label shown in the total row. Leave it blank if you want it to display the default option.
  • Note: the character limit for the custom footer is 50 characters.
• 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 Configuration button when you’re done.

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

Configure the Comprehensive Fund Summary Tables

The Comprehensive Fund Summary content block is available at the top of any Fund-based Financial Page. A Comprehensive Fund Summary can be available for a multi-fund page as well, such as an All Funds Summary page. 

Comprehensive Fund Summary tables are unique from typical Financial Schedule Tables in that Comprehensive Fund Summary tables can include Fund Balance detail. Fund Balances are calculated in the Comprehensive Fund Summary by adding Revenues and subtracting Expenditures from the Ending Fund Balance provided in the Fund Balance Application. Learn more about Fund Balance with these articles: Data Update Tools - Fund Balance.

To customize a Comprehensive Fund Summary table, navigate to the budget book’s Settings. Then, follow these steps:

1. Select the Fund Summary Pages setting from the left-hand menu.
2. Select the carat (>) to the left of the Comprehensive Summary section to expand it.
3. To the right of the Schedule Configuration, select the Configure button. The Financial Schedule Editor will pop up.
4. In the General tab, toggle Display Beginning/Ending Fund Balance Rows off if you do not want to display the beginning and ending fund balance rows that are automatically added to the table. Explore the other General customization options, as well as the Value Formatting and Table Presentation to make additional changes.
5. Select the Save Configuration button in the lower right hand corner when you’re done.

The settings for Value Formatting, Table Display, and Column Configuration for these tables are the same options as those outlined above with one exception: the Comprehensive Fund Summary table cannot have a custom footer. 

Ready to level up your financial pages with narratives?

Learn more with this article: Digital Budget Book - Utilize Narrative Generation on Financial Pages (BETA)