Conditional expression examples

Example 1: Exclude zero-balance accounts (all or no activity)

Select row 8 in the Account Groupings report and create the following expression shown in the following example.

Select row 6 in the Account Groupings report and insert the following conditional expression to exclude the account group heading when there's no activity.

Repeat step 2 and select the following rows in the Account Groupings report to prevent the remaining headers, footers, and blank rows from printing when there's no activity in the account detail row.

Row number	Condition to test	Action
7	RowCount(8) > 0	If true, print: 7 through 7
18	RowCount(8) > 0	If true, print: 18 through 19
19	RowCount(8) > 0	If true, print: 18 through 19
20	RowCount(18) > 0	If true, print: 20 through 21
21	RowCount(18) > 0	If true, print: 20 through 21

Example 2: Exclude account detail and display balances in subcode row

Mark the
Optional section
checkbox and enter a
Section name
in the Row Properties for each row in the repeating group for accounts.
Add new rows under the existing account details that are set up to be alternate subcode rows. These rows should include the balance subtotals.
Create conditional expressions for the alternate subcode rows to print only if the optional account detail row has a
RowCount < 1
.

Example 3: Separate debit and credit columns (using total balance)

Copy and paste an existing balance column to add other balance columns.
Create conditional expressions for the amount cells to print only if the amount variable is >= 0 (for the debit amount cell) and to print only if the amount variable is < 0 (for the credit amount cell).
note
To display the credit amounts as positive values, place the mouse pointer in the credit amount cell and select
Format
then
Cells
, select the
Format
tab (Amount category), then mark the
Multiply by -1
checkbox.
Update *OUT OF BALANCE* conditional expression to print when a variance exists between debit and credit column totals.
Update the column heading text, as needed.

Example 4: Separate the P&L and B/S columns

Copy and paste an existing balance column to add more balance columns in the Trial Balance Worksheet report.
Create a conditional expression in the report that prints the amount variable in the P&L column only if
ChartofAccounts.Accounts.TypeCode = "R" Or ChartofAccounts.Accounts.TypeCode = "E"
.
Create a conditional expression in the report that prints the amount variable in the B/S column only if
ChartofAccounts.Accounts.TypeCode = "A" Or ChartofAccounts.Accounts.TypeCode = "L" Or ChartofAccounts.Accounts.TypeCode = "Q"
.
Update the *OUT OF BALANCE* conditional expression to print when a variance exists between debit and credit column totals.
Update the column heading text as needed.

Example 5: Include items that meet a specific threshold