Change Fiscal Year

Change the Current Year

Unlike previous releases, the Fiscal Year can no longer be changed in the govern Ribbon. The Fiscal Year can be changed in the History Panel.
To change the Fiscal Year in Release 6.0 and greater,

1. Perform a query; for example, in the Property Control profile perform a search based on P_ID and copy the results to the Dataset Treeview.
2. Click to select the Dataset Treeview pane at the bottom of the interface.
3. In the Ribbon, click the current year; the Auto-Hide History pane will slide out.
4. In the year column, double click on the desired year in the Year column.

Command Buttons

The following are the History Pane Command Buttons.

Set History Year & Frozen ID

Click this button to set the Year and Frozen ID to that of the record that is selected in the grid.
To set the Year and Frozen ID to the Current Record…

1. In the History Pane grid, click to select a record.
2. Click Set Year and Frozen ID.

The Role Year and Frozen ID will now be set to that of the selected record. Alternatively, a double click on the record in the History pane, will also set the Year and Frozen ID.

Reset Default History Year & Frozen ID

Click to reset the profile and the fiscal year to the default current. Use this option to quickly return back to the original state of the interface.

Refresh History

Click to refresh/update the data in the history grid.

History Pane Columns

The columns in the History pane grid are as follows:

Year

This column will display all historical years of the record.

Frozen ID

The frozen ID status of the record. Refer to the Frozen ID Data Type grid below.

Data Type

The data type of the record, e.g. Current, Audit, Sales, etc.

CAMA

Information that is taken from the (Table: MA_MASTER). When there is no Mass Appraisal history data, there will be no check mark in the column.

TAX

The Tax column will contain information that has been taken from the (Table: TX_RE_ASSESSMENT). If the system does not contain any Tax history data, there will be no check mark in the column.

Frozen ID Data Types

Frozen ID	Data Type
0	Current record
1, 2, 3, 4…	Sales Information (Property Control or Mass Appraisal Sales)
-1	Original certified record
-32 766	Split Merge data (Inactive)
32 767	Simulation Data
-2 or less, i.e. -3, -4, -5, etc..	Audit Record (Tax or Mass Appraisal)
1 or greater, i.e. 2, 3, 4, etc.	Sales

 

History Results

Applying Filters to History Records

The results displayed in the History pane can be filtered, i.e. selectively control the information that is displayed in each column. For example to filter out all other Frozen ID’s and display only records with a -2 Frozen ID.

1. With your cursor, click the column heading. Beside the heading, an arrowhead will appear (1).
2. Click the arrowhead to display a list of all records within the column; in the case of Frozen ID’s, e.g. -2, -1, 0, 1
3. Select the Frozen ID types that you would like to display (2).
4. Once you have chosen items to filter for, click outside of the selection area to automatically apply the filter.

The filters will remain in place, until they have been manually altered or cleared, or the session has ended and the application is restarted.

Clearing History Record filtersFiltered data in the History pane can be cleared in the same manner that they were enabled.
To clear filters…

1. Click the column heading, beside the arrowhead used to display filter options is a filter icon.
2. Click the (Clear Filter) button (2).

Any filters set for the column will be cleared. If additional filters exist for other columns, they will remain until they are also cleared in the same manner.

Grouping by Column Headings

As with other specialized grids in the Govern suite of applications there is the drag and drop feature that allows for grouping of the results in the grid. The space above the columns is referred to as the Grouping Area (B). This space expands to accommodate column names as they are added.
In order to Group by Columns in a pane that is set to Auto-Hide, click the Pin icon in the upper right hand corner (A) to temporarily disable the Auto-Hide mode.

Grouping History Pane Columns by Headings

History data can be grouped to obtain different perspectives about the data. For example a grouping by year will allow you to see the number of records that are available within each year. History Pane columns can be grouped by any of the following, Year, Frozen ID, Data Type, CAMA, and TAX. For example, to group by Year, we would do the following:

1. Click and drag the Year column into the Grouping Area above the columns; when empty this area is marked” Drag a column header here to group by that column”. Drop the column heading on the Grouping Area.
2. You will observe that the data has now been grouped according to the Year column. You will see a heading that indicates the column grouping, the item that it is being displayed under, and the total number of items under that grouping. Click on the “^” beside the column grouping (C) to expand or contract the content listed.

Multiple columns or attributes can be grouped by dragging and dropping them into the Grouping Area. Additional columns will appear as subgroups within the original group.

Removing Column Groupings

To remove column groupings from the Grouping Area:

1. Click and drag the grouped or title to an area outside of the Grouping Area.
2. When an ‘X’ appears, release the mouse button to drop the object. The grouping or sub-grouping will be removed.

 

Related Topics

Standard Navigation & User Interface