Consolidated Income Statement Case Study Task: Create a Layout Version and Extract the Data Sample
To create a layout version and extract the data sample, complete the following steps:
Access the Work with Statement Definitions form.
On the Work with Statement Definitions form, locate the (initials) CONSINCMSTMT statement definition.
Select the (initials) CONSINCMSTMT statement definition, and then select Manage Layouts from the Row menu.
On the Manage Layouts- Revise Layout Version form, select Add Version from the Form menu.
On the Revise Statement Version form, enter (initials) LAYOUTVERSION in the Statement Version Name field.
Enter Version to Create Layouts in the Statement Version Description field.
Enter 174 in the Based on Company field.
Enter 18 in the Fiscal Year field and 6 in the Period Number field.
Enter 189 in the Based on Business Unit field.
Enter 6 in the Account Level of Detail field.
Select the Suppress Zero Balances check box.
Click the Data Selection button on the menu bar.
On the Revise Statement Version Data Selection form, click the plus symbol (+) for the Business Unit field to add Business Unit as a data selection criterion.
On the Query Manager panel, enter 175 for the business unit value.
You set up the data selection for one business unit only so that the system extracts a limited amount of data. When you set up data selection in the version that you will use to generate the Consolidated Income Statement, you will include all of the business units that you want to report on.
Click Save on the Query Manager panel.
Click Close on the Revise Statement Version Data Selection form.
Click OK on the Revise Statement Version form.
Click Continue on the Manage Layouts- Revise Layout Version form.
On the Report Definition panel on the Revise Statement Definitions form, click the Create Layout icon to generate the data sample and access the BI Publisher Layout Editor.
On the Create Layout window of the Layout Editor, select the Table template.