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 Column Definition


2024/07/01 • 6 min. to read
Here you can set up the columns of the evaluation.

Add

Via the Add action column definition lines can be added. Depending on the selected line from which the action is called, different options are available. More information will follow soon.

Fields

Dimension/Column TypeDisplays information about the column definition line. The symbol indicates that this is a dimension loop in which the values of the dimension are run through. The indentation displayed here has no influence on the display of the evaluation result and is only used to show the structural design of the column definition. The column type or the dimension of a loop can be changed by clicking on the field.
CodeSpecifies a code that can be displayed in the column header.
HeaderSpecifies text that will be added to the column header. If no text is specified, the header is determined automatically. It is possible to specify the placeholder %1 in the text, which will be replaced by the name of the current dimension value of the loop. The placeholder %2 can be used to output the name of the dimension value from a parent loop.
Formula IDSpecifies an ID that can be used to access the columns in formulas. In formulas, only columns from the same loop run and columns from the parent or subordinated loop can be accessed. Columns from higher/lower level loops can only be accessed via intermediate steps.
Value Filter/FormulaSpecifies which dimension values should be calculated or, in the case of a dimension loop, taken into account, or specifies a formula Formula: If a Column Reference is specified in the Line Definition, the reference can be accessed with the % and = operators. The operator % calculates the percentage of the column amount related to the line amount. The = operator can be used to access the line amount directly.
Group FilterSpecifies which dimension groups should be calculated or, in the case of a dimension loop, taken into account. Click on the field to edit the group filters.
Value TypeSpecifies which dimension value types should be considered or calculated. In contrast to the evaluation lines, only values of the type Standard, Total and End-Total can be displayed in the columns.
  • If no specification is selected, the Standard, Total and End-Total types are considered.
  • The Standard option considers only the Standard type.
  • The Totals option considers the Total and End-Total types.
Rounding FactorSpecifies the factor that should be used to round the result in this column.
Show Opposite SignSpecifies whether the sign of the result in this column should be reversed.
Value Calculation (Date View)Specifies how values are calculated in the column when the Date View is activated in the evaluation.
  • In case of Net Change, the net change within the selected period is calculated.
  • In case of Year to Date, the balance on the last day in the selected period is calculated and the the totalized value is reset to 0 each time the fiscal year changes.
The field is displayed only if the date view is enabled in the evaluation.
Date Formula (Date View)Specifies a date formula that can be used to influence or change the date filter set by the Date View for this column. The field is displayed only if the date view is enabled in the evaluation.
BoldSpecifies whether to print the column in bold or not. If no specification is selected, the actual bold setting from the values will be used.
ItalicSpecifies whether to print the column in italics.
Parting Line LeftSpecifies whether to print a parting line to the left of the entire column or only in the result area (line area) of the column.
Parting Line RightSpecifies whether to print a parting line to the right of the entire column or only in the result area (line area) of the column.
ShowSpecifies whether the column should be displayed. The If Any Line Not Zero option is only considered by the print-out and when exporting to Excel.
Additional FilterSpecifies additional filters that will be used to calculate the values.

Note

These filters only affect the current column. Filters set on evaluation level and line level cannot be cancelled with the filters of the column and are still valid. The filters of the column are only set additionally.
Click on the field to edit the additional filters.
Date FilterSpecifies a filter that will be used to calculate the values.

Note

It is possible to specify IDs (placeholders) in date filters that will be calculated and replaced based on the Date Filter Calculation Date when the evaluation is executed. A list of Date Filter ID examples can be opened via the lookup of the field. For more information, see Reports and Analysis, Edit Evaluations, Date Filter IDs.
Cost Type FilterSpecifies a filter that will be used to calculate the values. The caption of the field depends on how the cost type is set up in the Cost Dimension Setup.
Cost Dimension FiltersSpecifies filters that will be used to calculate the values. The caption and number of fields displayed depend on how the cost dimensions are set up in the Cost Dimension Setup.
Work Type FilterSpecifies a filter that will be used to calculate the values.
Budget FilterSpecifies a filter that will be used to calculate the values.
CommentSpecifies a comment.

Actions

  • Add

    Inserts a new column definition line. Depending on the selected line from which the action is called, different options are available.
  • Up / Down

    The position or the order of the columns can be changed with Up and Down.
  • Subordinate

    This action can be used to subordinate a column or a dimension loop to another dimension loop or to move it down one level.
  • Superordinate

    If a column or a dimension loop is subordinated to another dimension loop, this action can be used to remove the subordination or to move it up one level.
  • Copy

    Inserts a copy of the current line. Dimension loops cannot be copied.
  • Clear Filter

    Clears all filter fields of the selected columns.
  • Preview Layout

    Displays a preview of all lines and columns that will be created when executing the evaluation, without the results being calculated.

Deleting a loop

When you delete a dimension loop, you can choose whether you want to
  • remove only the loop In this case, all subordinate loops and their columns will be preserved and moved up one level.
  • delete all In this case, the entire child tree structure is deleted.

See also




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