Work with Grid Point of View Setup and Page Axis for a Financial Reporting Report

This is the fifth of six topics on designing a financial report with Financial Reporting Web Studio.

In this example, you change the grid point of view setup and set the page member selection to a prompt on your financial report.

Before you start, do the tasks described in these topics.

1. Define a Basic Financial Report Using the Reporting Web Studio

2. Add Formulas to a Financial Reporting Report

3. Define Range Functions for a Financial Reporting Report

4. Set User and Grid Points of View for a Financial Reporting Report

Now follow these steps.

1. Click the first cell in the grid to select all of the rows and columns.

2. Right-click and select Grid Point of View Setup from the list. The Setup Grid Point of View dialog box opens.

   1. To prevent the Balance Amount dimension from being changed at runtime, select the Lock Member Selection option.

   2. Click OK. The Setup Grid Point of View window closes.

3. In the Grid Properties pane:

   1. Click the Drill Through option to allow drilling from the report to the General Ledger transaction data.

   2. Click the Suppression section to view the suppression settings.

   3. Enter 0 in the Zero Values field to set the text option for rows with zero values. If necessary, you could also suppress the display of rows with zero values, rows with missing data, and rows with errors.

4. Set a runtime prompt for the Company dimension so you have the flexibility of selecting any company or combination of companies at runtime. In this example, you want to restrict the valid list of companies that can be selected at runtime.

   1. On the grid, click the Pages label. The Company dimension appears in the design canvas.

   2. Click the Company button. The Select Members dialog box opens.

   3. Remove the default Company selection from the Selected area by clicking it to select it and then clicking the Remove from Selected icon.

   4. Select Prompt for Company.

   5. Click the Add to Selected icon to move the selection to the Selected area.

   6. Click OK. The Define Prompts dialog box opens.

   7. Click the Lookup icon in the Choices List field. The Select Members dialog box opens.

   8. Remove the default Company selection from the Selected area by clicking it to select it and then clicking the Remove from Selected icon.

   9. Expand the Company member, and continue expanding until you find and select the default companies you want to display in the prompt.

   10. Click the Add to Selected icon to move the companies to the Selected area.

   11. Click OK. The Select Members window closes.

   12. On the Define Prompts dialog box, click in the Member Name field and select Alias. The actual company label displays in the prompt list of values instead of a numeric company value, making the prompt more user-friendly.

   13. Click OK. The Define Prompts window closes.

5. Click the Pages label on the grid. The Page Properties pane opens.

   1. In the Page Properties pane, select the Alias: Default option so each page of the report shows the name of the company instead of the number.

6. Select the four data rows in the grid so all of the rows have the same settings.

   1. In the Heading Row Properties pane, select the Alias: Default option in the Heading Row Properties pane to display the revenue and expense account names instead of the accounts.

   2. In the Heading Row Properties pane, select the Allow Expansion option so you can expand the parent account values to view the detail child values.

7. Save the report and leave it open for the next topic, which is formatting your financial report and adding a graph. Optionally, preview the report.