Sets in Management Reporter

A set is a named group of segment values or dimension values. A dimension set can contain values within a single dimension only. You can use one set in multiple row definitions, and you can combine sets in a report definition.

When a change to your financial data requires that you change the set, you can update the set definition, and that update applies to all places that use the set. For example, if you frequently indicate a range of values to link to your financial data, such as the values from 5100 through 5600, you might assign this range to an account set named Travel and Entertainment.

After creating a set, you can select that set as your financial data link. You can also group existing sets together into other sets to nest sets. For example, after you create the Travel and Entertainment set, you can create a new set called Selling Expenses, which contains the Travel and Entertainment set together with other, associated sets.

In this topic

Create a set of segment values

Create a set of dimension values

Create a set of segment values

  1. Double-click a cell in the Link to Financial Data Source column.

  2. In the Accounts dialog box, under Account sets, click Save As.

  3. In the Save As dialog box, enter a name and a description for the new set.

  4. In the Accounts dialog box, under Account sets, click Modify.

  5. In the Modify Account Set dialog box, select the values to include in the set.

    You can also click Browse browse button in the Accounts dialog box to modify the associated account set.

    Note: If your account structure changes, edit the existing segment sets to incorporate the changes.

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Create a set of dimension values

  1. Double-click a cell in the Link to Financial Data Source column.

  2. In the Account and Dimensions dialog box, double-click a cell in the column for a dimension.

  3. In the dialog box for the dimension, select the Set option.

  4. Type a Set name, and then click Manage Sets.

  5. Press and hold down CTRL, and select the dimension values to include in the set.

    Note: If your account structure changes, edit the existing dimension sets to incorporate the changes.

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