Functions Used to Change the Display

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 functions that are available in Consolidation & Financial Planning to change the display of elements and to show additional information.

In the Consolidation & Financial Planning solution, you can show or hide certain areas using to make it easier to view elements or items and accounts, e.g. in the balance sheet. The areas you can show or hide include the Status bar, the Dimension bar, the treeview and the detail view.

The general ledger is displayed. The options for showing and hiding the status bar and the dimension bar are highlighted in red. — Options for showing and hiding certain areas

To change the order of views in the tree view, mark the desired view, hold the mouse button, and move the view to the desired position.

In the tree view of ledgers and schedules, you can define an element as the root and hide all other elements on the same level in the hierarchy at the same time. To do so, open the context menu of the desired element and select the As root command.

To show all elements in the hierarchy again, select the Full hierarchy command from the context menu.

The context menu for the “Balance Sheet” is displayed. The menu commands “As Root” and “Full Hierarchy” are highlighted in red. — Defining an element as root

Subordinate levels of elements can be expanded in the tree view to show more details or collapsed to have a better overview. In the tree view, navigate to a folder and open the context menu.

Displays the context menu for the "Balance sheet" workspace. The menu commands ‘Collapse and Expand’ are framed. The three subordinate menu commands of ‘Expand’, ‘Expand next level’, ‘Expand all items’ and ‘Expand all accounts’ are highlighted. — Context menu for expanding an account hierarchy

In the tree view of the Reporting and Analyzing functional area, you can also use the context menu for items and accounts to define whether you want to expand all levels, all items, or all accounts in each case.

For a better overview, certain or all column widths in tables can be automatically adjusted or the adjustment of the columns reset. To do this, navigate to the header of the desired column and open the context menu to adjust the desired setting.

The context menu with the options 'Autosize this column width', 'Autosize all column widths', and 'Reset columns' is displayed in the column header of an account hierarchy. — Menu of a column header in an account hierarchy

The available workspaces can be limited or extended when selecting elements. To do so, click Select workspaces, for example, to create a KPI card in the Dashboard workspace:

The 'Create Widget' dialog is displayed. The 'Select workspace' button below the search field is highlighted. — Select workspace when creating or editing a widget

Choose additional workspaces by activating the check boxes or limiting the selection.

A comment iconindicates that additional information is stored in the software for a particular entry, e.g. the exact posting date for the display of values of a posting in the Journals workspace: