Before you can view balances by dimension, you must determine how the balance of dimension values and dimension focuses is calculated.

Determine the balance calculation

  1. Click > .

  2. Click , and then click .

  3. In the form, select the appropriate posting layer, enter fiscal year or date interval for the balance calculation that is shown in the and forms, and then click OK.

    Note Note

    If a date interval is used, any opening or closing transactions that were generated by the periodic job that transfers balances at the close of the year are excluded from the balance. Such balances are transferred in the form. For more information, see Opening transactions (class form).

View dimension balances

  1. Click > .

  2. In the drop-down list, select the dimension for which you want balances to be shown.

  3. Select a dimension value (one of the lines on the grid), and view the balance of this dimension value in the field on the tab.

    Note Note

    To view the detailed transactions that compose the balance amount for the selected line and period, click .

  4. Click > .

  5. Select a dimension focus, and click OK.

    Note Note

    Dimension focus combinations that do not include the dimension that is selected on the tab are represented as code combinations. To view the balance of dimension focuses that contain the dimension value that is selected on the tab and another dimension, select this other dimension in the lookup field.

See Also