DRAFT Manage groups

You can create groups within Financial Statements to analyze consolidated results.

Groups can allow you to do reclassification - something that might be unavailable in ERP.

A group is a grouping of a parent entity to a child dimension entity. Ability to group a front-end dimension into a parent dimension. E.g. create sub grouping off Region dimension.

It is similar to how you group accounts into a category, such as Revenue.

The groups you create will also be visible in Analytics.

Keyboard shortcut?

Groups are not user-specific, so when you add a group, the group is added to the underlying database and available for all users.

Access the groups

1. Click the Settings button > Groups in the top right corner.

2. In the Groups window, select the dimension for which you want to manage groups, for example, Branch. If any groups exist for that dimension, they display as columns in the grid and you can edit or delete those groups as required. You can also add new groups.

Add a group

1. In the Groups window, with the required dimension selected, click New Grouping… A new column with a default name (Dimension 1) displays in the grid.

2. Change the default name to something more meaningful, for example, Branch Manager.

3. Select a row, then type the name of the new entity into the new group column and press Enter. You can select multiple rows and assign them to the same entity. For example, select four branches and add Karen as the branch manager.

4. Repeat the above step to assign the other rows to an entity.

5. Specify the dimension the groups are based on. / Specify which group each entity in the dimension belongs to.

6. Click Rebuild Now or Rebuild Later as required. Your changes will be applied after you rebuild the database.

   

7. View the new group(s) in the statement. For example, if you added a group for Branch Manager…

Edit a group

1. In the Groups window, with the required dimension selected,

Delete a group

1. In the Groups window, with the required dimension selected,