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11/16/2009 7:14:27 AM Emil Posts: 14	Chris Drost wrote: Is there a trailer for Calendar categories. If I insert empty headers for each year a new unique item name is required for each year. YTD, YTD1 ... There is no Calendar trailer in the model. You can achieve Calendar summing using the worksheet. Here are a few methods: 1. Using month-year-total series: Drag and drop the years group where you want the calendar headers. Set the span to Months-Year-Total and edit the start and end date. If you check the 'Create series header' check an additional series header will be created to manage the range should you want to edit the range and the series type in the future. For this example such header is not used to simplify the headers structure: 2. Using empty header: Drag any unused empty header and drop it between the year months. You can put the empty header between any months and it will always sum all 12 months but in this case it looks best if shown after the last month. In the example this was already done for the 2009 year. 　 3. Using Formula table: 　 4. Using duplicate year header - this is not a very common approach. You can consider it if you think it looks more readable. 　 Notes: In these examples and in the test file not all months are shown for better readability. You have to know that the year sum will always sum all the 12 months no matter which ones are visible. In all the first 3 examples if you change the year using the triangle widget after the name everything will be recalculated and the sum will be always accurate: The example file is in attachments. edited by rado on 3/12/2010 -- Emil Brasnarov Developer, Human Interface Diehl Technology LLC Attachments: CalendarTrailer5.jpg CalendarTrailer4.jpg CalendarTrailer3.jpg CalendarTrailer2.jpg CalendarTrailer1.jpg ChrisYearTotal.mba
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11/16/2009 7:14:27 AM

Emil
Posts: 14

Chris Drost wrote:

Is there a trailer for Calendar categories. If I insert empty headers for each year a new unique item name is required for each year. YTD, YTD1 ...

There is no Calendar trailer in the model. You can achieve Calendar summing using the worksheet. Here are a few methods:

1. Using month-year-total series:

Drag and drop the years group where you want the calendar headers.

Set the span to Months-Year-Total and edit the start and end date.

If you check the 'Create series header' check an additional series header will be created to manage the range should you want to edit the range and the series type in the future.

For this example such header is not used to simplify the headers structure:

2. Using empty header:

Drag any unused empty header and drop it between the year months. You can put the empty header between any months and it will always sum all 12 months but in this case it looks best if shown after the last month.

In the example this was already done for the 2009 year.

　

3. Using Formula table:

　

4. Using duplicate year header - this is not a very common approach. You can consider it if you think it looks more readable.

　

Notes:

In these examples and in the test file not all months are shown for better readability. You have to know that the year sum will always sum all the 12 months no matter which ones are visible.

In all the first 3 examples if you change the year using the triangle widget after the name everything will be recalculated and the sum will be always accurate:

The example file is in attachments.
edited by rado on 3/12/2010

--
Emil Brasnarov
Developer, Human Interface
Diehl Technology LLC

Attachments:
CalendarTrailer5.jpg

CalendarTrailer4.jpg

CalendarTrailer3.jpg

CalendarTrailer2.jpg

CalendarTrailer1.jpg

ChrisYearTotal.mba

permalink

pages: 1

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Home » Support & Discussion » Is there a trailer for Calendar categories?

Home » Support & Discussion » Is there a trailer for Calendar categories?

TABULUS^®, The Table Oriented Spreadsheet

TABULUS^® 2010 - Simply put, TABULUS is a better spreadsheet!