How to Use Row Sets in a Dynamic Report

Row Sets in Dynamic Reports are reusable report structures applied to the row axis of a report, ensuring consistency and efficiency in financial reporting. They allow users to define dimension members, hierarchies, and formulas dynamically, making reports adaptable to changes in data. Row Sets help standardize financial statements like income statements or balance sheets while enabling drill-down analysis and enhanced formatting​.

Consider the example below, which displays how row sets are used in dynamic reports.

• Row Set

  • The Balance Sheet Rowset is displayed below.
    

  • The row set lines translate to the rows of the dynamic report output.
    

  • Rules are used on lines in the report set to reference accounts; like the 1300-Inventory and 1350-Intercompany Profit in Inventory accounts on line 13 of the report set.
    

  • Formulas are used to tally lines. For example, Total Assets equals =SUM(ROUND(F15,0)+ROUND(F19,0)).
    
    

• Dynamic Report

  • The Balance Sheet Rowset is used in the row axis of the 001-Balance Sheet dynamic report.