| Directly report on a segment value where balances
are recorded |
- Select the summary segment value within
<Tree>-<Version> or R_<Tree>-<Version>, such as
5200 (Personnel Service) where balances are recorded, for
your budget account group line item.
- Budget Monitor directly reports on 5200 (Personnel
Service).
- Drill link is not provided because balances are not recorded
at the next level - 5201 (Salary).
|
- Select the detailed segment value within All <Segment
Value Set> Values, such as 5201 (Salary) where balances are
recorded, for your budget account group line item.
- Budget Monitor directly reports on 5201 (Salary).
- Drill link is not applicable.
|
| Start with a total across all segment values and
drill directly to the segment values where balances are
recorded |
- Select All Account Values in your budget account group line
item. Budget Monitor starts by displaying the total balance
across all segment values for All Account Values.
-
Drill down on All Account Values immediately displays
individual summary account segment values where balances
are recorded, such as 5200_Base (Personnel Service).
Note that _Base is suffixed to the summary segment value
5200 necessary for the reporting cube.
It is recommended that you select Account-V1 (see the
next row) instead of this All Account Values if your
segment uses tree in your control budget to avoid
segment values with this _Base suffix.
|
- Select All Account Values in your budget account group line
item. Budget Monitor starts by displaying the total balance
across all segment values for All Account Values.
- Drill down on All Account Values immediately displays
individual account segment values where balances are
recorded, such as 5201 (Salary).
|
| Start with a total across all segment values or a subtotal for a
subset of segment values and drill down one level at a time along
the hierarchy |
- Select Account-V1 in your budget account group line item.
Budget Monitor starts by displaying the total balance across
all segment values for Account-V1.
- Drill down on Account-V1 displays 3000 (Net Income), which
drills down to 5000 (Total Expenditures), which drills down
to 5100 (Total General Administration Expenditures), which
drills down to 5200 (Personnel Service). Assuming your
control budget record balances at 5200 (Personnel Service)
summary level, it won’t drill further down to 5201
(Salary).
- Select 5100 (Total General Administration Expenditures)
within Account-V1 in your budget account group line item.
Budget Monitor starts by displaying the subtotal balance for
5100 (Total General Administration Expenditures).
- The drill path is the same as above except it starts from
5100 (Total General Administration Expenditures).
|
- Account-V1 is not available when you define your budget
account group if the segment does not use tree in your
control budget.
- Select R_Account-V1 instead in your budget account group
that can be made available by running the Add Reporting Tree
for Budgetary Control Cubes process. Budget Monitor starts
by displaying the total balance across all segment values
for R_Account-V1.
- Drill down on R_Account-V1 displays 3000 (Net Income), which
drills down to 5000 (Total Expenditures), which drills down
to 5100 (Total General Administration Expenditures), which
drills down to 5200 (Personnel Service), which drills down
to 5201 (Salary), where balances are recorded.
- Select 5100 (Total General Administration Expenditures)
within R_Account-V1 in your budget account group line item.
Budget Monitor starts by displaying the subtotal balance for
5100 (Total General Administration Expenditures).
- The drill path is the same as above except it starts from
5100 (Total General Administration Expenditures).
|