Entering worksheet detail data

The Worksheet detail data entry page is available only for Budgeting applications to provide the ability to add supporting data to your data entry lines. For instance, specify detailed entries for an expense account. These details are automatically summed, and the sum is written to the database. Later, you can return to the worksheet detail data entry page to review or revise the data.

If the administrator enabled worksheet detail data entry for certain lines in your view, you should be informed how to distinguish these lines in your application. The sample database color codes worksheet detail data in yellow and italicizes amounts.

There is a limit of 100 total lines in each worksheet detail data entry form, consisting of 3 header lines and 97 data entry lines.

To specify worksheet detail data:

  1. On your data entry view, highlight a row that includes a worksheet detail line.
  2. On the Select an Action menu, select Worksheet.
  3. Manually specify the data. You can also copy and paste data from Excel. When copying Excel data in multiple cells, all contiguous cells must have numbers. If there are any empty cells within the selected cells, an error occurs.
    You must specify cell references manually. You can only specify data in periodic amounts for worksheet detail lines.
    To review the selected dimension members used for the worksheet detail line, click the plus sign to expand the Other Selected Members list. To change members, you must return to the original data entry form.
  4. Click Save.
  5. Click Return to exit the worksheet detail page. If you click Back on the browser (instead of on the user interface) to exit the worksheet detail page, you will not be able to open another worksheet detail page from the grid. To work around this issue, first select Select an Action from the menu, and then select Worksheet.