Setting Up User Tables, Columns and Rows

You set up user tables in the Table Structure window.

arrow icon   To set up the structure of a table:

  1. Set your effective date to the date from which you want the table's row labels to take effect.

  2. Enter the table name.

  3. For the table's match type, select Match or Range. Select Match if each row is for one item, such as one job or one code. Select Range if each row is for a range of numeric values, such as an age range or a pay range.

  4. If the match type is Match, select Date, Number or Text as the Key Units of Measure, depending on whether entries in the rows are dates, numbers, or alphanumeric text.

    If the table's match type is Range, the Key Units of Measure automatically becomes Number.

  5. Enter the row label as the Row Title.

    For example, if the table rows refer to rate codes, an appropriate row title would be Rate Code. If the rows refer to age ranges, you might use the title Age Range.

  6. Save your work, and choose the Columns button to go to the Columns window.

    Column Setup

  7. Enter labels for the table columns in the Name field.

    Note: To add a new column to a table that already exists, place the cursor on the name of the column after which you want to enter the new column name, and choose Insert Record from the Edit menu to obtain a clear field.

  8. If you are using formula validation for a column's entries, select the name of the validation formula for the column.

  9. Save your work and close the window.

    Row Setup

  10. In the Table Structure window, choose the Rows button to go to the Rows window.

  11. If the match type of the table is Match, enter the label for each table row in the fields under the heading Exact.

    If the match type of the table is Range, enter numbers representing the lower and upper boundary of each row's range.

  12. In the Sequence fields, you can optionally enter a number for each row label to determine the order in which it appears on a list in the Table Values window. Logical sequencing of row labels helps users enter table values rapidly and accurately.

  13. When you are finished, save your work and close the window. Your table is now set up and ready to receive entries into its columns.