General Functions
Last modified on 2023-10-24
Overview
General functions are available in LucaNet.Web Client, for example for a better overview and to create elements or copy values.
This article contains the following sections:
Function
Description
Showing and hiding areas
Certain areas can be shown or hidden with the arrow icon, e. g. the overview and the dimension bar, to make it easier to display items and accounts on the balance sheet:
Changing order
The order of elements in the overview and tree view can be changed with the Change order context menu command. Elements can be sorted alphabetically or manually in the Change order dialog by means of drag-and-drop.
To change the order of views in the tree view, mark the desired view, hold the mouse button, and move the view to the desired position.
Expanding and collapsing elements
Subordinate levels of elements can be expanded in the overview and tree view to show more details or collapsed to have a better overview. To do so, navigate to:
- The respective menu of a workspace in the overview and click the three dots icon
- A folder in the tree view and open the context menu
In the tree view of the Reporting and analyzing workspace, you can also define whether all levels or either all items or all accounts are to be expanded in the context menu of items and accounts.
Function
Description
Bold format
You can use the Bold format option to highlight important elements, such as certain items, formulas, and folders. To do so, navigate to the detail view of the desired element, open editing mode, and activate the Bold format check box.
To format elements in bold, you need the read and write permission for the respective workspaces. Read and write permissions are granted in the Users and user groups workspace in LucaNet.Financial Client.
Creating, copying, cutting, pasting, and deleting elements
The functions used to create, copy, cut, paste, and delete elements are available in the tree view of the Reporting and analyzing workspace. The functions are currently available in the tree view of ledgers and schedules as well as for views. For this purpose, navigate to the desired element in the respective tree view and proceed as follows:
- In the tree view of a ledger or schedule, open the context menu to choose the desired function.
- In the tree view of a view, click the three dots icon
to choose the desired function.
Copy as link
The Copy as link context menu command can be used to copy a link to an element to the clipboard and then paste it, for example, in MS Word or MS Excel documents. If the link is used in an external application, LucaNet.Web Client will be started together with the respective database by clicking the link.
This function is currently available only in the Reporting and analyzing workspace.
Displaying element properties
You can use the Properties context menu command to display the respective element properties and edit them, for example accounts and items can be configured (see Elements in Ledgers and Schedules).
Function
Description
Copying columns
Column contents can be copied and reused else where. To do so, navigate to the desired table column and copy the column to the clipboard with a right click | Copy or Copy with headers.
Function
Description
Calculating the total and minimum, maximum, and mean values
The total and minimum, maximum, and mean value of certain values, e. g. values from the balance sheet on the status bar of LucaNet.Web Client or values in the Show postings dialog, can be displayed in LucaNet.Web Client. Select the desired values while pressing the CTRL key down to display the total on the status bar. Click the arrow to display minimum and maximum values and the mean value.
Limiting the number of workspaces
The available workspaces can be limited or extended when selecting elements. To do so, click Select workspaces, for example, to create a KPI card in the Dashboards workspace:
Choose additional workspaces by activating the check boxes or limiting the selection.
Displaying additional information
A comment icon indicates that additional information is stored in the software for a particular entry, e.g. the exact posting date for the display of values of a posting in the Journals workspace:
Changing column widths
For a better overview, certain or all column widths can be automatically adjusted or the adjustment of the columns reset in tree views and detail views with tables. To do so, navigate to the column header of the desired column and click the three dots icon 
to make the desired setting.
Copying values
The Copy values context menu command can be used to copy values to a different point within or outside the LucaNet software. To do so, navigate to the desired table value and copy the value to the clipboard with a right click | Copy values. Keep the CTRL key pressed to copy several values simultaneously.
To copy all values of a column simultaneously, you can click the column header. This automatically marks all cells and allows them to be copied.
