Data tables and Reports
This scribe will help you understand how to use a Rows Data Tables and Reports.
Scope
17 steps
Login and select an organisation
1
Open a new excel sheet
2
From the Home tab click "Launch Rows add-in"
3
Login to Rows using the "Sign in with Xero" button or by inputting your username and password.
4
If you have multiple organisations, use the drop down to select and organisation.
Running a Data table
The difference between a **Data Tables** and **Reports**: As the name would imply, **Data Tables** not financial reports, for example, a list of contacts, list of accounts and Invoices and Bills **Reports** include all financial reports like the trial balance, Profit and Loss and Balance Sheet.
5
Click on Data Tables and select table from the drop down.
6
If you know the table you want to select you can use the search bar.
7
Both Data Table and Reports use Criteria windows which include **Conditions**, **Filters** and **Options**.
8
Input data in each section as needed and when down click Next
9
When you are ready to run the table click **New Sheet** or **Current Sheet**
**New Sheet** will create a new Excel tab, whilst **Current Sheet** will use the current tab open to pull the data into.
Running a Report
10
Similar to the Data Table tab, select the report from the drop down or use the search bar.
11
Fill in the criteria sections as needed.
12
When you are ready to run the report click New Sheet or Current Sheet
Editing Data tables and Reports
13
Users can add formulas to the right side of the table or report. Rows will retain and recalculate these formulas upon refresh.
Do not change the order of columns. This will break the table or report. You can leave the Rows table or report as they are, and use excel functionality to build custom report on another tab.
Refreshing the data in a report or table
There are three ways you can refresh a report
14
Current Sheet (Quick) will simply refresh the data with all the same criteria that was initially input.
15
Current Sheet will display the criteria window and users can edit the criteria as needed and refresh the table or report
16
All Sheets will allow users to refresh all the sheets in the workbook. This function will you to build a workbook and refresh al tabs in one go.
17
Automatic Refresh will refresh all tabs as soon as the excel workbook is open.
Data tables and Reports
This scribe will help you understand how to use a Rows Data Tables and Reports.
Scope
17 steps
Login and select an organisation
1
Open a new excel sheet
2
From the Home tab click "Launch Rows add-in"
3
Login to Rows using the "Sign in with Xero" button or by inputting your username and password.
4
If you have multiple organisations, use the drop down to select and organisation.
Running a Data table
The difference between a **Data Tables** and **Reports**: As the name would imply, **Data Tables** not financial reports, for example, a list of contacts, list of accounts and Invoices and Bills **Reports** include all financial reports like the trial balance, Profit and Loss and Balance Sheet.
5
Click on Data Tables and select table from the drop down.
6
If you know the table you want to select you can use the search bar.
7
Both Data Table and Reports use Criteria windows which include **Conditions**, **Filters** and **Options**.
8
Input data in each section as needed and when down click Next
9
When you are ready to run the table click **New Sheet** or **Current Sheet**
**New Sheet** will create a new Excel tab, whilst **Current Sheet** will use the current tab open to pull the data into.
Running a Report
10
Similar to the Data Table tab, select the report from the drop down or use the search bar.
11
Fill in the criteria sections as needed.
12
When you are ready to run the report click New Sheet or Current Sheet
Editing Data tables and Reports
13
Users can add formulas to the right side of the table or report. Rows will retain and recalculate these formulas upon refresh.
Do not change the order of columns. This will break the table or report. You can leave the Rows table or report as they are, and use excel functionality to build custom report on another tab.
Refreshing the data in a report or table
There are three ways you can refresh a report
14
Current Sheet (Quick) will simply refresh the data with all the same criteria that was initially input.
15
Current Sheet will display the criteria window and users can edit the criteria as needed and refresh the table or report
16
All Sheets will allow users to refresh all the sheets in the workbook. This function will you to build a workbook and refresh al tabs in one go.
17
Automatic Refresh will refresh all tabs as soon as the excel workbook is open.
