4.1.6.2.1 Report Filters

You can use a series of Report Prompts to filter the data according to Functional Key Attributes as described below:

• As of Date: The Execution Period for the Management Ledger data output results. You can use this filter to isolate a selected timeframe for the analysis. The following screenshot displays the possible options that this filter provides against the Time Dimension.

  Figure 4-104 As-of-Date Selection

  
  

  

  
  

  Figure 4-105 Canvas Prompt Filters for Management Ledger Key Attributes

  
  

  

  
  
• Fiscal Year: You can use this filter to select a specific Fiscal Year derived from As-of-Date.
• Fiscal Month: You can use this filter to select a specific Fiscal Month derived from As-of-Date.
• Management Ledger Table Name: You can use this filter to select the source Management Ledger table for your analysis.

  Figure 4-106 Canvas Prompt Filters for Financial Element Key Processing Dimension

  
  

  

  
  
• Financial Element Hierarchy Name: Note that this is a mandatory filter for the group filtering on Financial Element Key Processing Dimension.

  As the Application supports the creation of multiple hierarchies for the same Dimension of analysis, and to avoid displaying results from multiple Dimension Hierarchies at the same time, a mandatory driver to select “Financial Element Hierarchy Name” must be selected with only a single value simultaneously.

• Financial Statements: You can use this filter to select the Financial Statements Reporting Line that is related to the underlying Management Ledger data.

  Figure 4-107 Canvas Prompt Filters for Common COA Key Processing Dimension

  
  

  

  
  
• Common COA Hierarchy Name: Note that this is a mandatory filter for the group filtering on Common COA Key Processing Dimension.

  As the Application supports the creation of multiple hierarchies for the same Dimension of analysis, and to avoid displaying results from multiple Dimension Hierarchies at the same time, a mandatory driver to select “Common COA Hierarchy Name” must be selected with only a single value simultaneously.

• Common COA Leaf Name: You can use this filter to select the Common COA Leaf Name that is related to the underlying Management Ledger data.

  Figure 4-108 Canvas Prompt Filters for GL Account Key Processing Dimension

  
  

  

  
  
• GL Account Hierarchy Name: Note that this is a mandatory filter for the group filtering on GL Account Key Processing Dimension.

  As the Application supports the creation of multiple hierarchies for the same Dimension of analysis, and to avoid displaying results from multiple Dimension Hierarchies at the same time, a mandatory driver to select “GL Account Hierarchy Name” must be selected with only a single value simultaneously.

• GL Account Leaf Name: You can use this filter to select the GL Account Leaf Name that is related to the underlying Management Ledger data.

  Figure 4-109 Canvas Prompt Filters for Legal Entity Key Processing Dimension

  
  

  

  
  
• LE Hierarchy Name: Note that this is a mandatory filter for the group filtering on Legal Entity Key Processing Dimension.

  As the Application supports the creation of multiple hierarchies for the same Dimension of analysis, and to avoid displaying results from multiple Dimension Hierarchies at the same time, a mandatory driver to select “LE Hierarchy Name” must be selected with only a single value simultaneously.

• Legal Entity Leaf Name: You can use this filter to select the Legal Entity Leaf Name that is related to the underlying Management Ledger data.

  Figure 4-110 Canvas Prompt Filters for Org Unit Key Processing Dimension

  
  

  

  
  
• Org Hierarchy Name: N.B. this is a mandatory filter for the group filtering on Org Unit Key Processing Dimension.

  As the Application supports the creation of multiple hierarchies for the same Dimension of analysis, and to avoid displaying results from multiple Dimension Hierarchies at the same time, a mandatory driver to select “Org Hierarchy Name” must be selected with only a single value simultaneously.

• Org Unit Leaf Name: You can use this filter to select the Org Unit Leaf Name that is related to the underlying Management Ledger data.

  Figure 4-111 Canvas Prompt Filters for Product Key Processing Dimension

  
  

  

  
  
• Prod Hierarchy Name: N.B. this is a mandatory filter for the group filtering on Product Key Processing Dimension.

  As the Application supports the creation of multiple hierarchies for the same Dimension of analysis, and to avoid displaying results from multiple Dimension Hierarchies at the same time, a mandatory driver to select “Prod Hierarchy Name” must be selected with only a single value simultaneously.

• Prod Leaf Name: You can use this filter to select the Prod Leaf Name that is related to the underlying Management Ledger data.

  Figure 4-112 Canvas Prompt Filters for Management Ledger Key Attributes (2/2)

  
  

  

  
  
• Balance Type Name: You can use this filter to select a specific Balance type, such as Debit and Credit.
• Consolidation Code Name: You can use this filter to select a specific Consolidation type as it identifies the values for Actual, Budget, Forecast, Forecast Prior.
• Currency Name: You can use this filter to select a specific Currency Name to be applied to the underlying Management Ledger data.