Download Settings
Download Settings has been added to allow modifications to your ‘Download using sheet data’ functionality. Each Wizard will vary with what settings are available.
Include Tax - This setting relates to the download of Tax Lines, by default it is set to ‘No’. If set to ‘Yes’ any tax lines associated with a line will be downloaded as well as the line(s).
REV Distributions Only - This setting relates to the download of Distributions, by default it is set to ‘No’. If set to ‘Yes’ any distribution classes associated with a line will be downloaded as well as the revenue distributions for a line. If set to ‘No’, only Revenue distribution classes associated with a line will be downloaded.
Sheet Filter Batch Size - This setting can be utilized in the scenario where downloading using sheet filters is timing out.
We do not recommend using this setting unless timeouts have occurred.
By setting this value, it will ‘Batch’ your download criteria based on the value you have set. This setting will have no value by default.
As a small-scale example, the following image depicts 18 row filters:
By providing a ‘Sheet Filter Batch Size’ of ‘10’, the download would use the first 10 filters, perform the download, then proceed to use the following filters until all filter criteria has been downloaded.
Recommendation: Only when timeouts are occurring, we suggest setting this value to 200. Results may vary depending on your number or filters and where in the data structure they reside. If timeouts still occur, reduce the batch size and reattempt the download.
Warning: When using the ‘Sheet Filter Batch Size’ setting, duplicates may be returned. We recommend using the 'Denormalize' ribbon option on your downloaded data, sorting the sheet contents, then use the 'Normalize' ribbon option action to remove any duplicates.
Refer to section: