You can add up to three 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 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 via the Levels box above the grid. You can either:
Click and drag a dimension into the box.
Click the Add button in the Levels box and select the required dimension.
Then either click the Expand All button at the top of the grid or the Expand button on a specific row, such as Revenue, to view the additional levels of detail.
For example, suppose your organization operates in three countries and you want to view the contribution each country is making towards the overall revenue and expenses values.
Click the X button on the dimension in the levels box to remove the corresponding level from the grid.
Add multiple levels
Continuing with the example, suppose you want to get a multi-level view of the contribution each country is making towards the overall revenue value, down to the branch level.
Click and drag up the Country, Region and Branch dimensions into the levels box above the statement grid, then either click the Expand All button at the top of the grid or the Expand button on a specific row, such as Revenue, to view the additional levels of detail.
Add the % Contribution column to compare the percentage contribution of revenue against the operating expenses, and identify which branches are performing well or underperforming.
Click the X button on the dimension in the levels box to remove the corresponding level from the grid.
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.
Expand calculation levels
When you add one or more levels 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.
Add the level(s) as usual, following the steps above.
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.
