The Person Worksheet Column Screen is used to further define the filter and sort criteria, as well as other parameters for displaying a data item in a Person Worksheet.

• Column Header Override: use if you wish to override the name for the data item displayed in the column header of the Person Worksheet. Enter the name to be used in the space provided here.
• Filter: if you wish to filter the Person Worksheet by this data item, enter your filter criteria within this box.
• Sorting: to sort the listing by the selected item, choose the type of sorting you wish to use (e.g., ascending or descending) in the box labeled Type. If you wish to sort the list by multiple fields, then indicate the order of the sort in the box labeled Precedence. As an example, a Precedence of 1 indicates that this is the first field in the sort.
• Additional Details: this area is used to indicate whether you wish to include additional details regarding this data item in the Person Worksheet, along with the data item itself. Details will appear for selection to the extent they exist for this field.
  
  Include an item in the worksheet by checking the applicable box. Choose from the following: effective date (Eff Date), additional identifier (Addit Key), stop date (Stop Date), date received (Date Rec), comment field (Comment), or estimated indicator (Est Ind). Note that more than one item may be selected at once.
• Historical Date: if the data item is a Historical Date, use this section to provide the specific type of date you want to include in the Person Worksheet.
  
  Select one of the following types of dates: Hire Date, Termination Date, or Other.
  
  
  • Date Classification and Date Type: enter if you selected a Historical Date type of Other above in order to define the specific field to display on the listing.
  • Date to Display/Reverse: use the Date to Display drop down box to identify if you wish to display the first, second, or third, etc. occurrence of such date on the listing. By checking the Reverse box an alternative list of choices appears in this drop down, specifically the "reverse list" or last, second to last, third to last, etc. This can be used to display items such as the last occurrence of such date on the listing.
    
    Fill this area out regardless of the type of Historical Date selected above.
    
    By adding several data items to the same worksheet and selecting a combination of first, second, third, etc. and hire/termination date, you can display a full employment history in your worksheet.
• Reported Amount: if the data item is a Reported Amount, use this section to specify the date of the amount you want displayed in the worksheet. Choose from the following:
  
  
  • Range: use this area display the Reported Amount with either an effective date, stop date or date received that falls within a specified range. Select either Effective Date, Stop Date or Date Received from the drop down box and then enter the applicable date range.
    
    Note that if there are multiple Reported Amounts that fall within the specified range, the latest amount will appear in the worksheet.
  • Find latest of all amounts: check this box to display the latest Reported Amount available on the data for a Person.
  • Find earliest of all amounts: check this box to display the earliest Reported Amount available on the data for a Person.
• Internet Portal Display: this section is used to set display options for portal and Excel views of the Worksheet:
  
  
  • Hide Column: check this box to hide the column from portal and Excel display.
  • Convert numeric to text if possible: check this box to use conversion rules and display text rather than numeric if possible.
  • Display amounts as monthly: this field is only applicable for benefit amounts and will display values as monthly by dividing each value by twelve.
  • Text to display if blank/zero: for blank or missing values, this will replace blank or zero values with the specified text.