Setting Data Form Precision, Display Properties, and Other Options

In Other Options, you set options for data form display, functionality, and printing. The properties on this page also control data precision by applying minimum and maximum values for different account types. For example, you can truncate and round the decimal portion of longer numbers.

You can also enable account-level annotations. Users can add annotations to accounts in data forms if they have write access to the account, entity, scenario, and version members. Account-level annotations can vary by different combinations of Scenario, Version, and Entity dimensions. Note the following:

To set data form precision, display properties, and other options:

  1. Open the data form, and then click Other Options . See Selecting and Opening Data Forms and Folders.
  2. In Precision , select options to set the number of decimal positions displayed in a cell for Currency Values , Non-Currency Values , and Percentage Values . Specify Minimum values to add zeros to numbers with few decimal places. Specify Maximum values to truncate and round the decimal portion of longer numbers. For example:

Table 46. Data Precision Examples
Value Minimum Precision Maximum Precision Displayed Value
100 0 Any 100
100 3 Any number greater than or equal to 3 or None 100.000
100.12345 Any number less than or equal to 5 None 100.12345
100.12345 7 None 100.1234500
100.12345 Any number less than or equal to 3 3 100.123
100.12345 0 0 100
100.12345 2 4 100.1234
100 2 4 100.00
Note: Smart View options are not available for composite data forms.
Table 47. Printing Options
Option Description
Include supporting detail Include supporting detail as extra rows in PDF files. Specify display format: Normal Order : Prints supporting detail in the same order as on the Supporting Detail page, after the member it is associated with Reverse Order : Prints supporting detail in reverse order, before the member associated with it. Supporting detail for children displays above parents, and the order of siblings is preserved
Show comments Display text notes associated with cells
Format data Apply number format settings from the data form to the displayed data
Show attribute members If attribute members are selected in the data form, display them in PDF files
Apply precision Apply data form precision settings (desired number of decimal points) to the displayed data in PDF files
Show currency codes If the data form supports multiple currencies, display currency codes in the data form and in PDF files. Whether currency codes display depends on whether currency codes are present on any member in the data form. If a currency code is present on any member contained in the data form, currency codes display in the data form regardless of the selection for this check box. If currency codes are not present on members in the data form, currency codes are not displayed.
Show account annotations If account annotations are enabled for the data form, select to display account annotations in PDF files