Adding and editing user-defined datasets
- Frank Gambino
Owned by Frank Gambino
You can add and edit multiple user-defined datasets simultaneously.
- In the toolbar, click the System Setup icon (
 ). - From the drop-down list, select Financial > User Defined Datasets.
The User Defined Datasets screen appears. - Below the table, click Edit.Â
The Edit User Defined Datasets dialog box appears. - Edit the fields as necessary.
For more information, see Edit User Defined Datasets dialog box. - Â Click OK.
User Defined Datasets dialog box
| Field | Description | Notes |
| No. | Number associated with the user-defined dataset. These numbers are prefilled by the system. | READ-ONLY. |
| Type Name | Type the name of the data set in the field or edit the name of the existing dataset, | Â |
| KBI Set | Click the field to open the drop-down menu of available KBI sets to associate with the user-defined dataset. Select an option from the drop-down list. | Â |
| OK | Closes the dialog box and updates the User Defined Datasets screen with your changes. | Â |
| Cancel | Closes the dialog box without applying your changes. | Â |