Creating and Configuring Views

Last updated on 2024-11-21

Overview

Choosing a view in the tree view of a ledger or schedule displays the associated dimension bar. The configuration of the view defines which dimensions can be configured in the dimension bar.

In Lucanet Consolidation & Financial Planning you can create and configure your own views with any desired columns. In addition to the default view for displaying time series, organization elements and adjustment levels, any desired multi-column comparative views can also be displayed for all evaluations.

Column Types

For columns in views, there are three different column types that can be assigned to a column (see Adding and Deleting Columns and Defining Column Types). The following figure shows a view with four columns. The first two columns are value columns. The third column is a column of type Absolute difference, the fourth column is of type Difference %.

User interface with different column types is displayed. View with column types
Steps for Creating and Configuring Views

The following steps must be carried out to create and configure a new view:

  1. Creating a view (see Creating Views)
  2. Creating the desired columns (see Adding or Deleting Columns)
  3. Defining the column type (see Defining Column Types)
  4. Configuring columns (see Configuring Columns)
  5. Saving view
Creating Views

To create a new view:

  1. Click in the dimension bar in the Reporting and analyzing workspace the View drop-down list and click Configure views.
    The button 'Configure views' is displayed in the drop-down list 'View'.
    'Configure views' in the 'View' drop-down list
  2. In the tree view, navigate to the public or private folder and choose .
  3. Choose New | View to create a new view. The dialog is displayed as follows:

    Dialog for creating a new view
  4. Enter a name and use Column settings to configure which dimensions can be set in the dimension bar (see Configuring Columns).
  5. Click Save settings to create the view.
Adding or Deleting Columns

Click Add Column + to add the desired column. For each view, you can freely configure how many columns should be displayed in account hierarchies.
The following options are available for columns:

The column settings for views are displayed. Further information can be found in the description. Column settings for views

Icon

Description

Add column

Creates a new column

 

Changes the position of the column

 

Hides or shows the column

 

Duplicates the column

Deletes the column

Defining Column Types

For each column, choose the desired column type from the column types drop-down list. The following column types are available:

The column types for views are displayed. Column types for views

The column types Absolute difference and Difference in % are only available for selection if there are at least two columns.

Column type

Description

Value column

Is used to display a value from the data model in a column.

Absolute difference

Is used to display the difference between the values of two columns in a single column in the tree view.

Difference in %

Is used to display the relative difference between the values of two columns in a single column in the tree view. 

Configuring Columns

For each column, click to configure the column. The configuration options differ depending on which column type is selected:

The column settings for the column type 'Value column' is displayed Column settings for the column type 'Value column'

Dimension

Reference

Time

Defines the dimension bar row to which the period window should belong.

If necessary, enter a time offset in the Time offset (in months) input field. With a time offset of twelve months, you can configure the display of values from the previous year, for example. Proceed as follows:

  • Specify the number of months that the time offset is to comprise.
  • If necessary, reset the time offset with the input 0.

Adjustment level, data level, organization element, transaction currency, display currency, partner

 

Specifies to which dimension bar row the dimension should belong, or whether a fixed dimension element should be specified.

The column settings for the column type 'Absolute difference' are displayed. Further information can be found in the description. Column settings for the column type 'Absolute difference'

Dimension

Reference

Compari­son value

Column that contains the comparison value

Reference value

Column whose value is to be subtracted from the value of the Comparison value column

Heading

Customized column heading

The column settings for the column type 'Difference in %' are displayed. Further information can be found in the description. Column settings for the column type 'Difference in %'

Dimension

Reference

Compari­son value

Column that contains the comparison value

Reference value

Column whose value is to be subtracted from the value of the Comparison value column

Formatt­ing

Defines whether the percentage value is to be displayed Without decimal places or with 2 decimal places.

Heading

Customized column heading