Training by Example
Estimated reading time: 5 minutesIn some cases you may want to hide from your financial reports the rows containing zeros and the subtotals which might result from them. Doing so will make your reports cleaner, easier to read, and more manageable. Common Excel functionality provides a simple way to do so, with only a little help from Interject. In the following example, we'll use a prebuilt report template that we know contains a subtotaled section with zeros and a zero sum. The method and syntax used here can be applied to any other Excel reporting situations, as they leverage common Excel formulas and knowledge.
Hiding Rows and Sections with Zero Values
To Do
Step 1: If you would like to use our example report, download it first here
Step 2: Open the Excel file and log in to Interject, then notice the subtotal in row 119 reading zero. Now hit Ctrl+Shift+T or the "Quick Tools" icon in the Interject Ribbon and press enter to Unfreeze Panes.
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Step 3: Now, click the plus sign directly over column C to expand the collapsed columns, and add a column to the left of column B.
Step 10: Expand the Report Formula section, and in cell K11, type "Hide Zero Subtotals". This will label the formula you'll write in the cell to the right. In cell L11 enter =ReportHideRowOrColumn(). Click fx to open the Function Wizard, and enter the following information:
- OnPullSaveOrBoth: Pull
- OnClearRunOrBoth: Both
- RowOrColumnRange: B65:B140
- Disabled: Leave blank
Step 11: In cell K10 type "For Backward Compatibility". In cell L10 enter =ReportCalc() and click fx to open the Function Wizard. Enter the following:
- OnPullSaveOrBoth: Pull
- OnClearRunOrBoth: Both
- SheetOrWorkbook: Sheet
- SheetName: FRXBS Note: This may not be the same in your template.
- Disabled: Leave blank
Step 12: To collapse the zero-value sections, add a set of references to each section in the hidden column area. You'll write these references in the two rows directly above the subtotal row, as well as the one above it. Enter an = in cell B119, click into cell B121, and click enter to complete the reference. Do this also for the partailly collapsed rows in cell B120 and B122.
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Step 13: Repeat the above step for every section of the report, always in column B. In the example below, you would reference cells B79, B80, and B96 to the title cell B81.
Step 14: Now, in cell B34 enter the formula =IF(AND(H34=0,I34-0,J34=0),"Hide","Show")
Step 15: Close up all the expanded sections, and pull the report again. Notice that the row and section which previously had a zero value is now hidden. Note that the section is not gone or deleted; rather, it is hidden from your view.