Creating and Configuring Total Lines

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Reporting & Analyzing

Import and Journals

Planning

Consolidation

Dimensions

Organization Elements

Creating and Configuring a Structure

Creating and Configuring Organization Groups

Creating and Configuring References

Creating and Configuring Total Lines

Configuring Residual Amounts

Currency Translation

Partner

Data Levels

Adjustment Levels

Transaction Types

Fiscal Years

Reporting Entities

Configuring Values of Attributes

Excel-Integration

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

Total lines are used for calculating totals or subtotals in structures.

To create a total line:

Right-click an Organization group or a Reference that is configured with one of the following drill down options (see Drill Down Options):

Drill down by cost centers - specify hierarchy individually

Adjustment levels separated - specify hierarchy individually

Adjustment levels together - specify hierarchy individually

Choose Create | Total line from the context menu . The Create Total Line dialog is displayed:

Specify the name of the element in the Name area.

Click Save.

The dialog for editing a total line is displayed. — Edit a total line

To configure a total line:

Click the name of the total line in the tree view and then Edit at the top right.

If needed, change the name of the total line.

Activate the check box Calculate total ending with previous total line if you wish to calculate a subtotal for all structure units below the previous total line.

Click Save.

When creating references to consolidation areas in the Organization elements workspace, automatic total lines that cannot be deleted are created under every adjustment level.

Automatically generated total lines are only generated if a reference to one of the following drill downs is selected in the superordinate Reference to consolidation area: