Functions Used to Change the Display

Last updated on 2026-04-22

Overview

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.

Showing and Hiding Areas

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. 

Expanding and Collapsing Elements

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.

Changing Column Widths

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
Limiting the Number of Work­spaces

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. 

Displaying Additional Information

A comment icon indicates 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:

A view with four value columns is displayed. The comment icon is framed in one column. The associated tooltip, which displays the date, is outlined in red.
Comment icon with display of a date in the tooltip
Contact Us