The following Column Definitionrow definitions apply to columns with the Column Type FD(Amounts from Financial Dimensions).

Book Code/Attribute Category

The Book Code/Attribute Categorycell identifies the book code for the data in the FDcolumn. A column definition can include multiple actual, budget, and statistical columns, and can display different periods, such as current or year-to-date, and different amounts.

The list of book codes reflects the actual, budget, and statistical (non-financial) options that have been established in your financial data.

Period

The Periodcell identifies the fiscal periods to include in this column. The period can be relative to the base period that is specified when the report is generated. The following options are available:

Option

Description

BASE

Use the base period.

BASE+#

Use the period that is # periods after the base period. For example, to use the third period after the base period, type BASE+3.

BASE-#

Use the period that is # periods before the base period. For example, to use the prior period, type BASE-1.

BASE-#:BASE

Use multiple periods from before the base period through the base period. For example, to use the three prior periods and the base period, type BASE-3:BASE.

BASE:BASE+#

Use multiple periods from the base period through a number of periods after the base period. For example, to use the base period and the following two periods, type BASE:BASE+2.

BASE-#:BASE+#

Use multiple periods from before the base period to after the base period. For example, to use the three prior periods, the base period, and the following two periods, type BASE-3:BASE+2.

1:BASE

Use multiple periods from the first period through the base period.

#

Always use a specific period number. We do not recommend using this option because it reduces the flexibility of the column definition.

#:#

Always use a specific range of periods. We do not recommend using this option because it reduces the flexibility of the column definition.

You can go beyond accounting year boundaries in any of the period specifications, and you can mix years within a range of periods. For example, if you specify the periods BASE-  5(representing the past 6 periods) and run the report with a base period of 2, the report will show data for the first two periods of the specified accounting year and the last four periods of the previous accounting year.

Specify the periods for an FD column

  1. In Report Designer, open the column definition to modify.

  2. In an FDcolumn, double-click the cell in the Periodrow, and then select an option in the list.

  3. In the formula bar (above the menu bar), complete the formula:

    • If you selected a BASEoption in step 1, replace the hash (#) character with the number of periods to offset the data.

    • If you selected the #or #:#option in step 1, replace each hash (#) character with a specific period value.

Note Note

Alternatively, you can type the entire formula into the Periodcell.

Periods Covered

The Periods Coveredcell identifies the amount to display in this column. This amount is relative to the value in the Accounting Yearand Periodcells for this column. The following options are available:

Option

Description

PERIODIC

Displays the sum of the activity for the current period or range of periods.

PERIODIC/BB

Displays the beginning balance for the current period or range of periods.

YTD

Displays the sum of the year-to-date activity.

YTD/BB

Displays the beginning balance for the year.

Specify the periods covered for an FD column

  1. In Report Designer, open the column definition to modify.

  2. In an FDcolumn, double-click the cell in the Periods Coveredrow.

  3. Select an option in the list.

See Also