Financial data column detail in Management Reporter

The following column detail rows apply to financial data columns (those with column type FD).

These column detail rows are:

Scenario/Attribute Category

Fiscal Year

Period

Time Range

Scenario/Attribute Category

The Scenario/Attribute Category cell identifies the scenario for the data in the FD column. 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 scenarios reflects the actual, budget, and statistical (non-financial) options that have been established in your financial data.

Specify a scenario in an FD column of a column definition

  • In an FD column, double-click the cell in the Scenario/Attribute Category row, and then select a scenario from the list.

    Note: The list of options includes the attributes that are defined in the financial data. For FD columns, select a scenario, not an attribute.

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Fiscal Year

The Fiscal Year cell identifies the year to use for the data in the FD column. The year can be relative to the base year that is specified when the report is generated. Possible options are as follows:

  • BASE: Use the base year.

  • BASE+#: Use the year that is # years after the base year. For example, to use the year after the base year, type BASE+1.

  • BASE-#: Use the year that is # years before the base year. For example, to use the prior year, type BASE-1.

  • #: Always use a specific four-digit year. We do not recommend using this option because it reduces the flexibility of the column definition.

    Note:  Management Reporter supports up to 10 years of historical data.

    Specify a fiscal year in an FD column of a column definition

  • In an FD column, double-click the cell in the Fiscal Year row, and then click an option in the list.

  • In the formula bar (above the worksheet), complete the formula:

    • If you selected a BASE option in step 1, replace the number sign (#) character with the number of years to offset the data.

    • If you selected the # option in step 1, replace the number sign (#) character with a four-digit year.

      Tip: Alternatively, you can type the entire formula into the Fiscal Year cell.

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Period

The Period cell 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. Possible options are as follows:

  • 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 fiscal 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 fiscal year and the last 4 periods of the previous fiscal year.

Specify the periods for an FD column of a column definition

  1. In an FD column, double-click the cell in the Period row, and then click an option in the list.

  2. In the formula bar (above the worksheet), complete the formula:

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

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

      Note: Alternatively, you can type the entire formula into the Period cell.

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Time Range

The Time Range cell identifies the amount to display in this column. This amount is relative to the value in the Fiscal Year and Period cells for this column. Available options are:

  • 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 amount to display in an FD column of a column definition

  • In an FD column, double-click the cell in the Time Range row, and then click an option in the list.

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