Measures are different types of numerical data values (such as Amount, Quantity, Local Value, Reporting Value, and so on) that display in the statement grid. You can use the Measures menu to change the measure, however, you can only view data for one measure at a time.
When you customize the columns in a financial statement, you have the option to use custom measures. This option allows you to insert additional columns into your financial statement to enable the analysis of multiple measures from the same data stream within a the financial statement.
In the Customize Columns window, select the Use custom measures checkbox in the top-left corner. The Measure setting displays for each columnof the Total columns. Select the required measure from the list that displays*. Complete and save the column setup and save it as a layout, if required.
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*The measures that are available here are those that were mapped to the database in Designer. If you do not see the measures you want, talk to your administrator. They can map additional measures to the database or transform existing data. |
The following examples show video shows how you can use multiple measures in your financial statements to enable further analysis.
| title | Example 1: Analyze financial results in local currency and reporting currency |
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Profit and Loss statements to analyze your financial performance in your local currency
but your head office reviews your performance in a differentagainst a reporting currency.
Add four columns, each with a different measure:
Actual results year-to-date in your local currency
Actual results year-to-date in the reporting currency
Budget values year-to-date in your local currency
Budget values year-to-date in the reporting currency
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Suppose you allocate revenue or costs from your head office out to your branches or divisions. Measure 1: Actual results before allocation · and the allocation results post in a different measure. Then you're able to create a statement that provides pre allocation. · post allocation and the Delta in a simple format that allows for further analysis. · Another example might be where your business utilizes a thirteenth period. One measure would record the financials for your full 12 months in one year. but a separate measure would provide for your 13 months in total. · The variance column then provides for the value of your period 13 adjustments. · and again, those adjustments by category and account. · A final example that, I think, is often used by our epico customers is to have all gl transactions listed into either a debit or a credit measure · by listing these measures as separate columns in a statement means you're easily able to spot where a credit based account, such as a revenue account · has a significant debit value or credit, note. or vice versa. · You could then explore the reasons for these adjustments by drilling into the other dimensions within your database, which often include things like subletger · or customer or vendor dimensions. So you could spot exactly where these transactions have been applied. |
| title | Example 3: Compare the 12-month and 13-month results |
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Expand the following sections to view examples of how custom measures can be used in column layouts.
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