7.1.8.2.1 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 7-153 As-of-Date Selection
Figure 7-154 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 7-155 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 7-156 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 7-157 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 7-158 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 7-159 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 7-160 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 7-161 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.