Specifying a column type in Management Reporter

The value in a Column Type row identifies the type of information in a column. Each column definition must contain at least one description (DESC) column and one amount (FD, WKS, or CALC) column. The following list describes each column type.

List of column types

The available column types are as follows:

  • FD

    Use this code to display data from the financial data, or to display data from an Excel spreadsheet when you use a Link to Financial Data Source + Worksheet column or a Link to Worksheet column in the row definition.

    When you choose the FD column type, Microsoft Office PerformancePoint 2007 Management Reporter automatically specifies default settings (that you can change) in the following rows:

    • Scenario / Attribute Category: ACTUAL

    • Fiscal Year: BASE

    • Period: BASE

    • Time Range: PERIODIC

    • Column Width: 14

      For more information, see Financial data column detail.

  • CALC

    Use this code to display the result of a simple or complex calculation. For more information, see Calculation formulas.

  • DESC

    Use this code to place the row description from the row definition. Although this column is frequently the first column in the report, the description column can be in any position.

  • ROW

    Use this code to display the individual row codes for financial rows (for example, Linked, TOT, and CAL row types) from the Row Code column in the row definition.

  • ACCT

    Use this code to display the financial data segment values or dimension values that apply to each row. For account and transaction detail reports, the fully-qualified account prints. For financial reports and high-level reports that may be a combination of several accounts, the financial data link from the row definition (for example, 1100:1200) prints.

  • FILL

    Use this code to fill the cell with a character that is enclosed in single quotation marks. If you do not enter a character, Management Reporter leaves the column blank. For example, to fill a column with an ellipsis (...), enter FILL'.'.

  • PAGE

    Use this code to insert a vertical page break in the report. The columns that are to the right of the PAGE column appear on a different page.

  • WKS

    Use this code to display data that is pulled from an Excel spreadsheet.

  • ATTR

    If your accounting system supports the use of attributes, use this code to display an account or transaction attribute in the column. An account attribute, which must apply to a single full account, extracts underlying account information, such as account ID, state, or ZIP code, from the financial data. For more information about using attributes in conjunction with a row definition, see Row modifier.

    When you select ATTR as the column type, specify the Attribute Category in the Scenario/Attribute Category detail row of the column definition.

Specify a column type in a column definition

  • Double-click a cell in the Column Type row, and then click a column type in the list.

    Note: The TYPE codes do not necessarily apply to all accounting systems. If you select a type that is not valid with your accounting system, that column appears blank in the report.

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