Tabular report example in Management Reporter (PerformancePoint Server)

You can design a tabular report with the amounts from one period extended across the page into multiple print columns. Using multiple display columns can emphasize particular totals.

For example, the following excerpt of a column definition sets up three identical columns for displaying financial data.

 

A

B

C

D

DESC

FD

FD

FD

Scenario / Attribute Category

ACTUAL

ACTUAL

ACTUAL

Fiscal Year

BASE

BASE

BASE

Period

BASE

BASE

BASE

Time Range

YTD

YTD

YTD

Formula

Column Width

35.2

13.72

13.72

13.72

Extra Spaces Before Column

Format / Currency Override

Print Control

WT

WT

WT

WT

In the following excerpt of a row definition, the financial data amounts are distributed across three columns in the report:

  • The amounts that were pulled from the financial data system appear in column B.

  • The subtotals for Current Assets andNet Fixed Assets appear in column C.

  • The Total Assets total amount appears in column D.

Row Code

Description

Format Code

Related Formulas...

...

Print Control

Column

...

Link to Financial Data Source

160

Cash - Checking

B

11?? -(1110)

190

Money Market Accounts

B

1110 +1600

250

Total Cash

TOT

130:220

B

310

Net Trade A/R

B

SET(Accts Rec)

340

NP - Intercompany

NP

1309

370

Due from FWC

CAL

IF @340 >0 THEN @340 ELSE 0

B

400

Inventories

B

(1310:1350)

430

Prepaid Other

B

1430

490

Total Other Assets

TOT

310+370+(400:460)

B

550

Total Current Assets

TOT

250+490

C

610

Investment in FWC

B

1809

670

Furniture & Fixtures

B

15?0

700

Less Accumulated Depreciation

B

15?5

760

Net Fixed Assets

TOT

670:730

C

850

Total Assets

TOT

550+610+760

CS

D

...

The resulting report looks similar to the following example:

Balance Sheet

May 31, 2007

ASSETS

Cash - Checking

343,744

Money Market Accounts

129,423

Total Cash

473,167

Net Trade A/R

241,711

Due from FWC

10,946

Inventories

1,735,983

Prepaid Other

2,034

Total Other Assets

1,990,733

Total Current Assets

2,463,900

Investment in FWC

505,662

Furniture & Fixtures

160,300

Less Accumulated Depreciation

(101,810)

Net Fixed Assets

58,490

Total Assets

$3,028,051

LIABILITIES AND EQUITY

Accounts Payable

53,652

Other Accrued Liabilities

325,212

Total Current Liabilities

378,864

Notes Payable

126,466

Leases Payable

4000

Total Long Term Liabilities

130,466

Total Liabilities

509,330

Retained Earnings

1,606,839

Common Stock

61,000

Add'l Paid-In Capital

519,269

Year to Date Income

331,614

Total Equity

2,518,722

Total Liabilities and Equity

$3,028,051

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