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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:
Column 1, measure 1: Actual results year-to-date in your local currency
Column 2, measure 2: Actual results year-to-date in the reporting currency
Column 3, measure 1: Budget values year-to-date in your local currency
Column 4, measure 2: 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. YOu want to create a financial statement that shows the pre-allocation and post-allocation values, along with the variance, in a simple format that allows for further analysis.
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Suppose your business uses a 13th period and you want to find out the value of the 13th period adjustments.
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title | Example 4: View accounts listed as debits and credits |
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Suppose you want to view all your General Ledger transactions listed into either a debit or a credit measure, as separate columns in a financial statement, so you can easily spot where a credit-based account, such as a revenue account has a significant debit value or credit note, or vice versa.
Column 1, measure 1: Debit values.
Column 2, measure 2: Credit values.
Expand the following sections to view examples of how custom measures can be used in column layouts.
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