Adding Multiple Categories Groups

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Jun Yan A+ 124
Adding Multiple Categories Groups

Hi all,

Been a while, a lot of awesome updates coming through in the latest versions.

One seemingly small thing, but so amazingly helpful...

That was all...

Jun

Michael Hutchens A+ 189

Hey Jun,

It's always great to see you always noticing these small but powerful feature updates. We've had a lot of people want to quickly set category counts to one category across entire modules, so added this to accommodate that.

For those wondering what we're talking about, try this:

  1. Open a dynamic template with historical financial statements.
  2. Activate the historical income statement.
  3. Load the Categories Groups dialog (Build tab, Category Blocks menu, Categories Groups).
  4. In the Categories Groups dialog, click on any cell in the 3rd Categories column.
  5. Hold down the Shift key and select multiple rows.
  6. Type the number of categories you'd like in the selected categories groups.
  7. Press the Enter key.

I've shown this below for setting all categories group categories to 1 category for a historical income statement:

Massive time saver in some instances.

M.

Jun Yan A+ 124

Unbelievable time savings for us. Literally what you've talked about is one of the exact use cases...

Previously it was a matter of manually adding / deleting the categories - still relatively fast, but rather manual.

Awesome... Keen to see what else is to come.

Jun