Editing Real Time Disclosure (section)

= Create RTD File=

Download the [https://cloud.ontariolibertarian.ca/index.php/apps/files/?dir=/Elections%20Ontario/RTD%20Files&fileid=50920|RTD Template workbook] or obtain a copy from the previous Treasurer.

#Open the RTD Template.
#Select the '''RawData''' sheet. If this is the first time you are creating an RTD file for the the current year, delete all of the data in this sheet. 
#Copy all of the data from the "Report_20..." file generated above to the '''RawData''' sheet in the RTD Template. Scroll to the last record to confirm all rows have been copied.
#The RawData is sorted in CivicCRM by '''Donor Name''' and '''Receive Date''' (Check Report Criteria to verify). For the excel RTD template spreadsheet to work properly, it needs the raw data in that order.&nbsp; If you want to do it manually, you can use Excel's sort function and use&nbsp;'''Donor Name'''&nbsp;as the primary sort key and&nbsp;'''Received Date'''&nbsp;as the secondary key.&nbsp;[[File:Sort-by.png|thumb|center|sort keys]]
#Select the '''RTD''' sheet. Note it will have over 400 rows, many with mostly zeroes (0). Confirm that the last record in the '''RawData''' sheet is included in the '''RTD''' sheet. If not, copy the last row enough times to show all donations.
#Select all the rows with actual donation data (&lt;Ctrl-C&gt;).
#Open a new work book (&lt;Ctrl-N&gt;).
# Paste Values and Formatting (&lt;Ctrl-Alt-V A&gt;) to the new sheet. (This copies the values instead of the formulas.) 
#Sort by the "Last" column and deleted all rows with ")" (zero). These are the donations from donors who made aditional donations at a later date. 
# Sort the sheet by '''Aggregate Amount''' and delete all rows where '''Aggregate Amount''' is less than or equal to $200.00.
#Sort by '''Acceptance (Deposit) Date'''. If this is not the first RTD file to be created in the current year, delete all records reported in previous RTD files. (Refer to the print out of the previous RTD file.)
#Delete the Comments from the first row. 
#Delete the last two columns (Sort name and Last). 
#Save this workbook as a CSV file using the naming convention specified by Elections Ontario (currently YYYY_RTD_15_MMDDYYYYhhmm) (as shown in the Comment in the RTD Template fil