Consolidated Income Statement Case Study Task: Review the Data Model

When you generate the data sample, the system creates a data model that you can view in the Report Definition panel in the Report Definition program, or in the Layout Editor. In this task, you will review the sections of the data model in the Layout Editor.

The Layout Editor displays a panel on the left side of the screen. If you view a layout that has already been saved, the panel is named using the statement definition name and the layout name. Otherwise, the panel name is the name of the statement definition followed by Untitled.

To review the data model sections:

1. Access the layout.

   You can access a saved layout using the steps in the Consolidated Income Statement Case Study Task: Accessing an Existing Layout (Optional) section.

   If you have saved a version, but have not saved a layout, complete steps 1-3 in section Consolidated Income Statement Case Study Task: Accessing an Existing Layout (Optional), and then click Create Layout on the Report Definition panel on the Revise Statement Definitions form, and then select the Table template on the Create Layout window of the Layout Editor.

   If you have not yet saved a version or layout, complete steps 1-4, and then 17-19 in the Consolidated Income Statement Case Study Task: Create a Layout Version and Extract the Data Samplesection.

2. Review the following sections in the Sections folder on the Data Source tab of the panel:

   • System

     The System section lists information about the system in which the data model is generated, such as the environment and the time. You can use these elements in your layout.

   • Reportvariables (report variables)

     The report variables section lists the parameters of the version that you used to generate the data model. You can include the parameters in the layout.

   • <Statement Definition Section Name>

     The panel includes a folder and sub-folders for each section that you created in the statement definition. You can use the element in the folders in your layout. For example, the Consolidated Revenue folder includes folders for Columnmasks (column masks) and Rowsets (row sets). When using the elements in your layout, be sure to use the elements for the associated statement definition section. For example, if you use the Object Account Description from the Consolidated Revenue folder, be sure to use the columns from the Consolidated Revenue folder when you create the layout section for the consolidated revenue.

   • Reportdefinitionforbip (report definition for bip)

   The report definition for BIP section includes the elements for the row definitions and column definitions that the system passed to the Layout Editor. You can use the elements in the report definition.

3. Review the list of elements in the Components folder of the panel.

   The Components folder lists the components that you can use in the layout, such as a table, chart, or image.

4. Review the following sections on the Properties tab of the panel:

   • Font

     The Font section includes formatting options for text.

   • Appearance

     The Appearance section includes formatting options for the layout elements, such as grid lines for tables.

   Other sections appear on the Properties tab based on the element that you select in the layout. Because you will not use any other sections on the Properties tab, they are not discussed in this case study.

See also: OVFS Components in the Data Model.