Add a level in a financial statement

Owned by Helen Gosper
Last updated: Mar 12, 2024 by Denise McGettigan
4 min read

Add up to three dimensions as levels in a 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.

Add levels

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

  • Click and drag a dimension into the box.

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

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Repeat the above step to add more levels.

To view the additional levels of detail, either click the Expand All button on the top-left of the grid or click the Expand button on a specific row.

Suppose your organization operates in three countries and you want to view the contribution each country is making towards the overall revenue value.

Add the Country dimension as a level, then expand the Revenue row to view the revenue broken down by country, as illustrated in the image above.

Continuing with the example above where you added the Country level, suppose you now want to get a multi-level view of the Cost of Sales value, right down to the Cost Centre level.

Add the Region and Cost Centre dimensions into the levels box, then expand the Cost of Sales levels in the grid (Country > Region > Cost Centre) to view the additional detail.

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Continuing with the example above, suppose you want to see at a glance the percentage contribution of each country to the Revenue and Cost of Sales values.

Add the % Contribution column to the grid. See Change the columns for more information.

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

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.

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.

  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.

  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.

Remove a level

To remove a level from the grid, click the X button on the dimension in the levels box.