---
title: "Creating and Configuring Views"
description: "Choosing a view in the tree view of a ledger or schedule displays the associated dimension bar."
source_url: https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views
language: en
last_updated: 2023-08-16
---
# Creating and Configuring Views

## 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](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views/.md#spalten) and [Defining Column Types](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views/.md#spaltentyp)). 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 %**.

View with column types

## Steps for Creating and Configuring Views

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

{% stepper %}
{% stepper-step %}
Creating a view (see [Creating Views](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views/.md#ansicht-anlegen))
{% /stepper-step %}
{% stepper-step %}
Creating the desired columns (see [Adding or Deleting Columns](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views/.md#spalten))
{% /stepper-step %}
{% stepper-step %}
Defining the column type (see [Defining Column Types](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views/.md#spaltentyp))
{% /stepper-step %}
{% stepper-step %}
Configuring columns ([see Configuring Columns](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views/.md#spalte-konfig))
{% /stepper-step %}
{% stepper-step %}
Saving view

{% /stepper-step %}
{% /stepper %}
## Creating Views

To create a new view:

{% stepper %}
{% stepper-step %}
Click in the dimension bar in the **Reporting and analyzing** workspace the **View** drop-down list and click **Configure views**.

'Configure views' in the 'View' drop-down list

{% /stepper-step %}
{% stepper-step %}
In the tree view, navigate to the **public** or **private** folder and choose .
{% /stepper-step %}
{% stepper-step %}
Choose **New | View** to create a new view. The dialog is displayed as follows:

Dialog for creating a new view

{% /stepper-step %}
{% stepper-step %}
Enter a name and use **Column settings** to configure which dimensions can be set in the dimension bar (see [Configuring Columns](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/report-analyze/views-ledgers-schedules/create-configure-views/.md#spalte-konfig)).
{% /stepper-step %}
{% stepper-step %}
Click **Save settings** to create the view.

{% /stepper-step %}
{% /stepper %}
## 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:

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:

Column types for views

{% info-box %}
The column types **Absolute difference** and **Difference in %** are only available for selection if there are at least two columns.
{% /info-box %}

| 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:

### Value column

Column settings for the column type 'Value column'

#### 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.

### Absolute difference

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 |

### Difference in %

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 |

## Activating Views for Lucanet Consolidation & Financial Planning

Views for configuring the [dimension bar](https://support.lucanet.cloud/en/documentation/glossary.md#dimension-bar) in account hierarchies can be defined in both Lucanet. **Financial Client** and **Lucanet Consolidation & Financial Planning**. The views defined in Lucanet. **Financial Client** can be activated for use in **Lucanet Consolidation & Financial Planning**.

To activate a view from Lucanet. **Financial Client** for use in **Lucanet Consolidation & Financial Planning**:

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