Create and populate a sample row definition in Management Reporter

A row definition sets up the rows of a report. A row definition includes the following types of information:

  • Descriptive text that gives a report meaning

  • References to financial data source data (and, possibly, data from an Excel spreadsheet)

  • Calculations on the data

In this section, you will create a new row definition by automatically pulling data from the Fabrikam, Inc. sample database. The row definition will contain row codes that identify each row, row description, segment value from the financial data system, and other information that is extracted from the Fabrikam, Inc. entity in the source system. This row definition represents only one type of basic report.

The following row definition shows the intended result of the procedure in this section.

Row Code

Description

Format Code

Related Formulas/Rows/Units

Format Override

Normal Balance

Print Control

Column Restriction

Row Modifier

Link to Financial Data Source

100

Sales

C

410?-(4109)

130

Sales - Intercompany

4109

160

Sales Returns

4110

190

Sales Discounts

4250

220

COGS

4500

250

Salary Expense

5000

280

Officers Comp

5050

310

Depreciation Expense

5100

340

Office Expense

5200

370

Supplies

5225

400

Maintenance

5240

430

Rent

5250

460

Travel

5300

490

Advertising

5350

520

Commissions Expense

5400

Given below is the procedure to create and populate a sample row definition:

  1. Select an entity:

    1. On the Entity menu, click Entities.

    2. Select Fabrikam, Inc, and then click Set as Default.

      If this entity is not available, you did not install the demo data. You can either install the demo data or use your own data as you follow the procedures in this chapter.

    3. Click Close.

  2. On the File menu, click New, and then click Row Definition.

  3. On the Edit menu, click Insert Rows from Source System.

  4. In the Natural column of the Insert Rows from Source System dialog box, do the following:

    1. In the Account Range Start cell, type 4100.

    2. In the Account Range End cell, type 5400.

    3. Leave the Starting row code set to 100.

    4. Leave the Increment each row by set to 30.

  5. In the Insert Rows from Source System dialog box, leave the default settings in the Location/Division and Department columns, and then click OK.

  6. On the File menu, click Save, and then do the following:

    1. In the Name box, type a unique name for the row definition.

    2. In the Description box, type a description for the row definition.

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