4 Reports
4.7 Report Preferences Menu
Use the options in the report Preferences menu to maintain views and summaries.
Related Information
Summaries [page 71] Views [page 72]4.7.1 Summaries
A summary is a report sheet that includes numbers referenced from cells on a view, and text or numbers that can be directly added to the summary sheet. All cells in a summary can be formatted for font type, style and size, font color, background color, and horizontal text alignment.
You manage summaries in the Maintain Summaries dialog. In this dialog, you can do the following:
● Create and delete summaries.
● Show and hide summaries.
Related Information
Creating a New Summary [page 71] Report Sheets [page 68]Formatting in the Designer Panel [page 64]
4.7.1.1
Creating a New Summary
You can add a new summary to a report in a short series of steps. You can create a new summary in two ways:
● Via the New (the plus sign) icon in the bar on the top left:
1. Choose Add Summary.
2. In the dialog, enter a name for the new summary. 3. Confirm your settings.
● Via the Maintain Summaries option in the Preferences menu:
1. Access the Create and Manage Summaries dialog.
3. Replace the default name with a more meaningful one, if required. 4. Indicate whether to show or hide the summary.
5. Confirm your settings.
Note
The name of the new sheet appears in the bar above the grid. Summaries are always added to the left of the dividing line and views are added to the right.
Once you have created the summary, you can adjust the formatting of cells and cell text in the Format tab of the
Designer panel.
You can also create a summary from a view by using the Create Summary from View feature. This copies the grid layout and cell references from a view to a new summary.
4.7.2 Views
A view is report sheet that contains a view of model data. You manage views in the Maintain Views dialog. In this dialog, you can do the following:
● Create and delete views.
● Show and hide views.
Creating a new view in Maintain Views dialog
1. Choose (Add).
2. Replace the default name with a more meaningful one. 3. Choose the model on which to base the view.
4. Indicate whether to show or hide the view. 5. Save your settings.
Related Information
Creating a New View [page 73] Report Sheets [page 68]4.7.2.1
Creating a New View
You can add a new view to a report in a short series of steps.
Context
Note
The name of the new sheet appears in the bar above the grid. Summaries are always added to the left of the dividing line and views are added to the right.
Procedure
1. From the (New) option, choose Add View. 2. Enter a name for the new view.
3. Select a model on which to base the view. 4. Confirm your settings.
4.7.3 About View Preferences
In View Preferences, you can set the currency or variables for a report. You can also specify the cut over date for a Forecast or Rolling Forecast layout.
Related Information
Currencies in Reports [page 73] Setting the Cut Over Date [page 74]4.7.3.1
Currencies in Reports
You can set the display currency for a report in a few short steps. 1. Access the Set Display Currency dialog window:
1. Open the Maintain Views dialog.
3. Select Set Currency.
2. Choose a currency – for example, U.S dollars.
3. Choose the date from which your settings are effective. 4. Confirm your settings.
Once you set the currency, data stored in the model in various currencies will be translated on-the-fly to the chosen target currency. The system will look up the currency rates for the specified date.
Note
All models are currency enabled. See the section on modeling for more information. A currency-enabled model also has a default currency defined that is used as a target currency if the user of the report view does not select a different target currency. When a user creates a private version, this version will hold the data in the current target currency. Currency translation is not applied to private versions. When a private version is published, the data is calculated back to the storage currency of each organization.
4.7.3.2 Setting the Cut Over Date
You set the cut over date for a Forecast or Rolling Forecast layout to distinguish between actual and forecast data in your report.
Context
After you have selected a Forecast or Rolling Forecast layout and filtered for the appropriate version, you want to set a cut over date for your layout.
Procedure
1. Open the Preferences menu (the wrench icon) in the Reports tab bar, and select Maintain Views.
2. In the Maintain Views dialog, open the Preferences menu (the wrench icon) and select Set Cut Over Date. 3. In the Set Cut Over Date dialog, choose from the following:
○ Specific Date: Enter a date in the format MMM D(D), YYYY – for example, Apr 25, 2015 or May 4, 2016 – or select a date from the calendar.
○ Current Date: This is the default choice.
○ Last Booked Actuals: This means the latest date of data entered for the Actuals versions.
Generally, you cannot enter a cut over date later than the current date. However, if you have selected the Last Booked Actuals option and the data in your model is for a later date than the current date, an exception is made and the cut over date is set for future.
4.7.3.3 Setting Variables
If a model is created from HANA view , you may need to set variables for a report to make the view return data.
Context
In HANA, a variable defines a filter on an attribute of the view. It is an instruction to the consumer of the view – in this case, the planning or analytic application – to filter certain columns. A variable can be, for example, a filter, a factor, or a calculation. Some variables have default values, which means the HANA view returns values even if the variable is not set. Other variables do not, so you will need to set the variable before the view returns data.
The application detects whether variables must be set when you create a view, and displays the Set Variables
dialog, but you can also set variables via the View Preferences menu.
Procedure
1. Choose the Preferences icon (the wrench icon) in the Reports tab bar. 2. Select Maintain Views in the menu.
3. In the Maintain Views dialog, choose the Preferences icon, and select Set Variables in the menu. 4. In the Set Variables dialog, enter values for the variables, and choose Set.