Functions in the Detail View

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Using Keyboard Shortcuts

Functions Used to Change the Display

Functions in the Tree View

Functions in the Detail View

Adding Additional Information to an Element

Executing Multiple Elements Using Workflows

Basic Configuration

Dashboards

Reporting & Analyzing

Import and Journals

Planning

Consolidation

Dimensions

Excel-Integration

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

This article gives an overview of the general functions that are available in the detail view of Consolidation & Financial Planning.

You can use the options Bold format and Highlight to flag certain elements in the tree view of Consolidation & Financial Planning.

To do so, navigate to the detail view of the desired element, open editing mode, and activate the Bold format and/or Highlight check box.

Which of these formatting options are available depends on the workspace you work in.

Shows the detail view of a reporting entity in edit mode. The options ‘Format bold’ and ‘Highlight’ are highlighted in red. — Formatting bold and highlighting

To format elements in bold or highlight them, you need write permissions for the respective workspaces. You can assign read and write permissions in the User management workspace of the Lucanet CFO Solution Platform (see Creating and Editing Users for the Lucanet CFO Solution Platform).

In Consolidation & Financial Planning, column contents in ledgers and schedules can be copied and reused else where. To do so, navigate to the desired table column and copy the column to the clipboard with a right click | Copy or Copy with headers.

The context menu for a value column is displayed. The menu commands 'Copy' and 'Copy with headers' are outlined in red. — Context menu for copying column contents

The Copy values context menu command can be used in Consolidation & Financial Planning to copy values to a different point within or outside the Lucanet software. To do so, navigate to the desired table value and copy the value to the clipboard with a right click | Copy values. Keep the CTRL key pressed to copy several values simultaneously.

To copy all values of a column simultaneously, you can click the column header. This automatically marks all cells and allows them to be copied.

Three value columns are displayed. Two values in the middle column are highlighted. The 'Copy 2 values' option is in the context menu is outlined in red. — Copying values from an account hierarchy

In Consolidation & Financial Planning, you can view the total and the minimum, maximum, and mean values of certain values, such as values from the balance sheet on the status bar or values in the Show postings dialog. Select the desired values to display the total on the status bar. Click the three dot icon to display the minimum, maximum and mean values.