Setting Up Page, Row, & Column in Dynamic Reports

Page, Row, and Column Set up in Dynamic Reports

You can drag and drop dimension members to the page level and dimension members and report sets to the row and column levels.

Report Sets are created on a specific dimension and typically contain members of other dimensions. Report Sets contain the link from the report lines to the account segment hierarchies. These links are created using Rule formulas.

Use a Rule to map a Gross Margin line of an Income Statement to a Gross Margin member on an Account Segment Hierarchy. Typical examples of report sets are income statements, balance sheets, and cash flow statements.

A list of all Standard Variables can be accessed from the File Cabinet by clicking the Report Sets folder. Open the Planful Default Report Sets folder and the Rule folder to view the Standard Variables list.

Report sets are applicable to a single axis only. Once the report set row and column details are selected, click a selection to display the Member Selector. You can lock properties. The Lock icon indicates that there are locked properties.

Page

Drag and drop dimensions at the Page level applicable to the entire report. The Page axis is displayed in the report when you create a report, run a report, and modify an existing report.

Member labels are separated with a comma. When there are too many label names, an ellipsis appears.

You can reorder the labels by dragging and dropping them on the Mapped Members pane.

If you use the same dimension in multiple places on a page, column, or row using calculated members, the column axis is the highest priority followed by the row and lastly the page. In a typical situation where the same dimension is not used in multiple places, the page takes precedence, followed by the row and lastly the column.

Row Sets

Row Sets are Report Sets used on the Row axis of a Dynamic Report, which will populate across the report horizontally based on the hierarchical structure. To include row sets:

1. Drag and drop dimension(s) or report sets at the Row level on the Report page. You can select multiple dimensions for the Row. The row axis does not contain object details like the page axis.
2. Click on the selected row sets to complete or modify member selections. 
3. Click Run to execute the report, once the column dimensions are selected.

Column Sets

Drag and drop dimension(s) or report sets at the Column level, which will populate vertically based on the hierarchical structure. To include column sets:

1. Drag and drop dimension(s) or report sets at the Column level on the Report page. 
2. Click on the selected column sets to complete or modify member selections. 
3. Click Run to execute the report.

When a Report Set is on the row or column axis, you can click and open it directly from the Dynamic Report. This eliminates the need to return to the File Cabinet to open the Report Set. Click the carrot icon to select and/or lock Report Set member properties.