Advanced formatting

Management Reporter provides several advanced formatting functions for when you design reports.

Function

Description

Dimension filter

To access specific sets of data, you can use dimensions in the row definition and column definition. Many reports are built to use just the natural account in the row format. The rows can also be modified to include dimension values. Dimension filters in the column definition are used to access specific dimension values.

Reporting unit restriction

Set up a report row to display only information that is linked to a specific reporting unit. For more information, see Restrict a row to a specific reporting unit .

Non-printing (NP) rows

Non-printing rows are helpful in many reports. If several calculations are needed to obtain a value, these calculations can be hidden on the printed report. Non-printing rows are also helpful for troubleshooting report designs and for advanced cell placement.

Column restriction

The column restriction within the row definition is helpful for hiding values that are only relevant on some rows of the report. When percentage calculations are performed on a row, this column restriction prevents total columns or other columns from printing where these numbers do not apply. For more information, see Column Restriction cell in row definitions .

IF/THEN/ELSE statement

Modify calculations in a row definition or a column definition. For more information, see IF/THEN/ELSE statements in a row definition and IF/THEN/ELSE statements in a column definition .

Advanced cell placement

Advanced cell placement, also called forcing, involves the placement of specific values into specific cells. The most common example of forcing is moving the correct balance in a Cash Flow Statement. Forcing can be used to:

  • Move values from Microsoft Excel into specific cells.

  • Hard code specific values into a report.

  • Modify signs by copying a value from a previous cell and multiplying * -1.

Note Note

In many cases, you need to configure your report definition to perform column calculations before row calculations. To select this option, complete the following procedure:

  1. In Report Designer, open the report definition.

  2. Click the Settingstab.

  3. Under Calculation priority, select Perform column calculation first and then row.

Designing the report

When designing your report, create all of the detail rows first to ensure that values are being pulled in as you expect, and then add NP (No Print) Format Overrides to suppress the detail that makes up the final values.

Important Important

When you use the CALformat code in the row definition, you cannot drill down into transaction detail.

The key concept in forcing is to use a formula of destination column = originating column (dot) row code. Separate any additional placements for that row by a comma and a space and then add the next column reference. For example:

[Destination Column for this Row]=[Source Column].[Source Row]

C=C.100, F=D.100

Examples

The following examples show how to format the row definition and column definition for forcing for a basic cash flow report (Example 1), for forcing a statistical report (Example 2), and the resulting reports.

Example 1: Basic forcing

The following is an example row definition using basic forcing.

basic forcing row def example

The following is an example column definition using basic forcing in the row.

adv formatting example

The following is the generated report using the previously defined row and column definitions.

Basic forcing

Example 2: Statistical reports

The following is an example row definition using forcing for a statistical report.

advanced formatting example

The following is an example column definition using forcing for a statistical report.

advanced formatting example

The following is the generated report using the previously defined row and column definitions.

advanced formatting example