Consolidated Income Statement Case Study Task: Add the Percent Change Column for Subtotal Sections

Note: You can access an existing layout that was created for the One View Financial Statements feature only by using the Manage Layout option on the Work with Statement Definition form. If you exited the Layout Editor after you completed the last set of steps and need to re-access an existing layout, see Consolidated Income Statement Case Study Task: Accessing an Existing Layout (Optional).

Note: Use the steps in this section to set up the Percent of Change column for the Gross Margin, Operating Income, Net Profit Before Tax, Other Income and Expenses, and Net Profit or Loss layout sections. To set up the Percent of Change column for the Revenue, Direct Costs, General and Admin Expenses, and Other Income and Expenses sections, see Consolidated Income Statement Case Study Task: Add the Percent of Revenue Columns.

To add the percent change column:

1. From the Gross Margin section of the Data Source, drag-and-drop a copy of the Last Year to Date Actual column in the far right-side of your layout.

   When using these steps to set up the percent of change column for the Operating Income, Net Profit Before Tax, Other Income and Expenses, and the Net Profit or Loss sections, be sure to select the Last Year to Date column from the corresponding section in the data model.

2. Change the column name to % Chg.

3. Select the cells in the column, and then click the Define Custom Formula icon in the Formula section of the Column tab.

4. In the Function window, select Division.

5. In the Function: Division section, select the Dividend option.

6. In the Parameter: Dividend section, select the Nested Function option, and then click the Edit button next to the Nested Function option.

   The system opens a second Function window.

7. On the second Function window, select Subtraction from the Basic Math section.

8. In the Function: Subtraction section, select the Minuend field.

9. In the Parameter: Minuend section, select Year to Date Actual from the Gross Margin section in the list for the Field option.

   When working with the Operating Income, Net Profit Before Tax, Other Income and Expenses, and the Net Profit or Loss sections, be sure to select Year to Date Actual from the corresponding section in the Field list.

10. Click OK on the Function form.

    The system closes the second Function window and returns you to the first Function window.

11. Click OK on the Function form.

    The system closes the second Function window and returns you to the original Function window.

12. Click OK on the Function window.

13. Click Save.

Caution: If you need to exit the BI Publisher Layout Editor, do not click the Sign Out icon or you will log out of the server. Instead, click the Close icon (the X in the upper right corner of the window) to exit the window.