Searching in Ledgers and Schedules

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Reporting & Analyzing

Elements in Ledgers and Schedules

Functions in Ledgers and Schedules

Searching in Ledgers and Schedules

Creating Postings in Ledgers and Schedules

Displaying and Configuring Charts

Drill Down in Ledgers and Schedules

Drilling Down to Original Posting Level

Exporting values to MS Excel or as a PDF

Display in Ledgers and Schedules

Views in Ledgers and Schedules

Elements in Directory Structures

Creating a Postings Report

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

The Search field in the dimension bar lets you find ledger elements — such as items, accounts, formulas, folders, references, and total lines — directly in ledgers and schedules. It is especially useful for large or deeply nested hierarchies, where the element you are looking for may be several levels down, hidden by a collapsed superordinate element, or excluded by a display setting.

To search for an element in a ledger or schedule in Consolidation & Financial Planning, click into the Search field in the dimension bar and enter part of the name of the element you are looking for.

Press Enter to confirm the search.

All matching elements are highlighted, and any collapsed superordinate elements are automatically expanded as needed to display the first matching element, which is also selected.

A counter next to the search field shows your current position among all matches, for example 3 / 8. Navigating past the last match leads you back to the first one.

The Search field is displayed in the top-left corner of the dimension bar, next to Change display. — Search field in the dimension bar

The search is not case-sensitive, and it matches your input anywhere in the element's name — at the beginning, in the middle, or at the end.

Use the navigation arrows next to the search field, or the

and

Down

arrow keys, to jump to the previous or next matching element.

Click

Clear (×)

next to the search field, or press

Esc

, to clear the search.

Your search text is retained after you confirm it, so you can keep working while still seeing the highlighted matches. The search field is cleared automatically when you navigate to another workspace.

Search results include all elements in the

by Item

hierarchy — items, accounts, formulas, folders, references, and total lines. Drill-downs other than

by Item

(for example, by organization element or by adjustment level) are not part of the search.

If none of the ledger elements' names match your search input, the search field displays

No results

If you have activated any option under Hide empty rows and columns in the display settings — for example for the accounts/items dimension — starting a search displays a dialog asking you to reset hidden rows and columns. Continuing the search turns off that setting so all results are visible.