Group Items into a Total and insert the total's balance into your financial report.
The way the dialog works for Grouping Totals is very similar to Grouping Items.
Items that are grouped into the Total are in the left list.
Items that are not grouped into this Total are in the right list.
Only Items appearing "before" the Total position can be grouped into the Total. This includes Items:
•On previous lines in the same page of the Total position
•On the same line to the left of the Total position
Dialog position and size
The dialog is movable and resizable. The bigger you make the window, the more items are visible. By default, the dialog is displayed in the center. Once moved and resized, the new settings can become the default settings by checking the Keep Position And Size checkbox.
List All Items
As mentioned previously, only Items in lines appearing "before" the Total position can be grouped into the Total. However, there are some situations, such as in financial statement Notes for example, which might require an item appearing "after" the Total to be grouped into the Total.
Clicking 'List All Items' at the bottom right will temporarily list all the items (except the items that are grouped into the Total) in the Ungrouped Items right list, allowing you to group an item appearing "after" the Total position.
Shortcut: In addition to the FSM ribbon button, access this dialog by double-clicking on a bookmark that already contains a Total.
To move items from one list to the other, double-click on a single item, or select one or more items, and then click the Move button. They will be moved to the other list, in the direction of the arrow shown in the Move button.
Selection
•Clicking a single item (or pressing the Space bar) selects it.
•Hold down the Ctrl key while clicking items (or pressing the Space bar), to select multiple items
•Hold down the Shift key while clicking items (or pressing the Space bar), to select all the items in between.
Move Selected Item(s)
•Click the Move button (or press the Enter key) to move the selected item(s).
•When moving item(s) to the Grouped Items list, the items will be moved above the selected item in the Grouped Items list.
•When moving item(s) to the Ungrouped Items list, the items will be placed in the order they appear in the page.
•When items are moved, the Total's balance is re-computed, and displayed immediately in the document.
Order of items in the lists
•The Grouped Items list is maintained according to how the items were grouped (and is subject to the user's preference). In order to change the order of the Grouped Items, individual items must be ungrouped, then re-grouped in the correct position.
Note: For presentation purposes, the Sense of the total is defined by the Sense of the first grouped item. To change the Sense of a Total, simply edit the Sense of the first item (see Item Balance for further details).
•The Ungrouped Items list is maintained in the same order as they appear in the page.
Saving a Total
When satisfied with the Grouped Items, click the 'X' in the upper right corner. Your changes will be preserved, and the dialog will close.
Bookmarks
Bookmarks are assigned to Totals. A bookmark identifies a location or a selection of text that you name and identify for future reference. A bookmark has a location, a text and a name. The computed total represents the bookmark text, and the bookmark name is made around a unique identifier. Totals bookmarks are easily recognizable as they start with the letters FSMTOTAL, followed by a unique identifier, e.g.:
FSMTOTAL36a17862212547c6af6bd67f07fe632d
HINT: click the Bookmarks button to show the bookmarks brackets to make sure that the bookmark text included between the brackets in only the computed value Bookmarks.
Note: Totals cannot be copied & pasted since a bookmark name cannot be assigned to more than one location.
HINT: for underline and double underline, you can use INSERT > Symbol > More Symbol
You can also create a Shortcut Key for each one. For example, the Shortcut Key <ctrl><alt>- for underline
and <ctrl><alt>= for double underline
