Page Comparison

You can add Add up to three four dimensions as levels in a statement. The order in which the dimensions appear in the levels box determines how the levels are applied in the statement. The addition of levels creates a ‘nested’ view of the information and allows you to view the contribution of different financial statement to create a nested view of the information and enable vertical analysis. The levels make the information easier to interpret; you can see the contribution of individual items within the overall performance. In effect, the levels help you to carry out a vertical analysis of the information.

The following examples illustrate how the addition of a level in a Profit and Loss statement creates subgroups in the General Ledger accounts, making the information easier to interpret.

Add one level

You add levels

Add levels

Use one of these methods to add a level via the Levels box above the grid. You can either:

• Click and drag a dimension into the box.

• Click the blue Add button in the dimension box and select the required dimension.

• .

Image Added

Repeat the above step to add more levels.

To view the additional levels of detail, either click the Expand All button at on the top-left of the grid or click the Expand button on a specific row, such as Revenue, to view the additional levels of detail. For example, suppose .

Image Removed

Image Removed

Tip
Click the X button on the the grid. See Change the columns for more information. Image Added

Change the order of levels

The order in which the dimensions appear in the levels box determines how the levels are arranged in the statement.

To reorder the levels, click the Move button on a dimension in the levels box

Change the order of levels

For example, suppose you add the Sub Category dimension as a level to view the totals of each expense account sub category. Then you add the Country dimension as a level, to view the expenses at the subcategory > country level (see the image on the left below). Now you want to view the expenses at the country > subcategory level (see the image on the right below).

Click the Move button on a dimension in the levels box, then drag the dimension to the left or right of the other dimension(s) in the levels box.

Image Removed

, then drag the dimension to the left or right of the other dimension(s) in the box.

Expand
title Example 4: Reorder levels to get a different view of the data
Suppose you added three levels in the order of Country > Region > Cost Centre but now you want to rearrange the information to see Cost Centre at the top level. Move the Cost Centre dimension before the Country dimension. Image Added

Filter a level

When you add a level to a financial statement, a row is added for each entity in that dimension. If you are only interested in one or some entities, filter the level to remove the surplus entity rows from the statement. If you’re using the Rows menu to apply an activity filter, the list of entities is contextual depending on the filter you apply.

Image Added

1. Click the dropdown button in the dimension in the levels box. You get a list of all the entities in that dimension.

2. Select the checkboxes of the entities you want to see in the financial statement. Find the entities by either browsing the list or using the search box at the top, where you can:

   • Type in part of the name or code to filter the list and quickly find a specific entity. You can type multiple names or codes, separated by a semi-colon.

   • Paste a list of codes you copied from elsewhere, using a semi-colon as a separator.

     Image Added

3. Click out of the entity list to refresh the statement. The dimension button on the left of the grid and the status bar above the grid identify that a filter has been applied.

4. Expand the applicable level in the grid to see the results of the filter. Only the rows for your selected entities are displayed.

To remove a filter and return to the high-level summary financial information, click the X on the dimension button(s) in the dimension panel.

Expand calculation levels

When you add a level to a financial statement, by default the calculation rows are not expandable; you can only expand the category (group) rows. You have the option to expand the calculation rows, to view the contribution of each item (entity) to the calculation total. For example, you might want to view a quick breakdown of the Gross Profit by Country.

Click the Calculation button next to the Levels box to enable the calculation rows to be expanded. This button is a switch, so you can turn the feature on and off as required. Expand the calculation rows as required.

Image Added

Remove a level

To remove a level from the grid, either click the X button on the dimension in the Levels box or drag it out of the box.

Image Added

You can also drag a dimension from the Levels box into the Column groups box to transform the grid into a matrix format.