Cost Center Budget Report

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Return to Cost Center Model Overview

This report shows financial amounts that are stored in the Cost Center cube. It focuses on planning figures for budgets and allows planning budget amounts for a year on a single element or single months.

Amounts can be shown in local currency or converted into one of the target currencies. The user can also enter comments. Data entry requires the selection of a single legal entity and the local currency.

Report Heading

The screenshot below points out the heading area of the Cost Center Budget report.The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.

The heading area of the report displays the following fields:

Field Description  Implementation

Title

Name of the report

Localized name of the report in Report Designer

Subtitle

Current PoV selection

Subtitle will update as PoV selections are made

Arrow  

Show/hide PoV widget

Click on the arrow to display or hide point-of-view selections

Point of View (PoV) Options

The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.   

The available options are described below: 

PoV Option

Description

Implementation

Version (combobox)

Select one forecast for comparison.

Version dimension, filter for Stylesheet attribute equals FC

Year (combobox)

Select a reporting period (can be a year, or a month in a given year).

Elements matching the pattern yyyy, FYyyyy, FYyyyy-MM or yyyy-MM of Month dimension

Legal Entity (combobox)

Select one single legal entity or any consolidated element.

Legal Entity dimension

Currency (combobox)

Select local currency or one of the target currencies. The selection of local currency is only available for base elements or consolidated elements of the Legal Entity dimension having a common currency.

Elements of Currency dimension matching the pattern LC and elements starting with a >  (e.g. > EUR).

LC is only available if a local currency is stored (not empty) in the Currency attribute for the selected element of the Legal Entity dimension.

Cost Center (combobox)

Select one single cost center or any consolidated element. Cost Center dimension

Suppress Zero Lines (checkbox)

Hide accounts not having any value in the current selection.

Data filter factors the following elements:

  • Previous year, Budget, and Forecast x+y elements of Version dimension
  • Element of Month dimension related to settings in Year combobox
  • Elements of Legal Entity dimension related to selected value in Legal Entity combobox
  • Elements of Currency dimension related to selected value in Currency combobox 
  • Value for slice operator 0 or 9999999

Monthly (checkbox)

Show monthly values instead of a single value for the entire year. 

Monthly elements are descendants of the selected year in the range yyyy-01yyyy-12

Single element for the entire year is yyyy-˜

Show Cost Type No. (checkbox)

Display the Cost Type number along with the Cost Type name in the row label column. Switch between Name or ID_Name attribute of Cost Type dimension.

Report Columns and Rows

The columns and rows displayed in the report depend on the selections made in the PoV area. The screenshot below shows a report displaying Forecast 3+9, with the option “Suppress Zero Lines” selected. 

Below are descriptions of the columns and rows in the Cost Center Budget Report.  Note: the month columns are only visible if the “Monthly” option in the PoV area is checked. 

Field

Description

Implementation

Row Label

Account shown as localized name

Cost Type dimension descendants of a preselected element, implemented with hierarchy and data filters.

Area visualization of version

Fill and border style for version

Stylesheet attribute of Version dimension

PY

Previous year value

Previous Year element of Version dimension

FC x+y

Forecast x+y value, the most recent forecast

Elements matching the pattern FC in Stylesheet attribute of Version dimension

ΔPY%

Percentage change of Budget to Previous Year

 (BudgetPrevious Year) / Previous Year

ΔFC x+y%

Percentage change of Budget to Forecast x+y value

 (BudgetForecast) / Forecast
yyyy (entry) Yearly figure for selected budget yyyy-˜ element of Month dimension

MMM

Monthly figures for selected budget. These columns are only visible if the “Monthly” option in the PoV area is checked.  Element of Month dimension related to settings in Year combobox

BU

Budget value

Budget element of Version dimension

Comment

Entry of comment

Comment element of Cost Center_measure dimension

Cell Locking

For all planning reports, data entry is only possible when a single legal entity and a single cost center are selected. Cell locking prevents the entry of data in fields that draw on multiple sources.

In the Cost Center Model, data entry is generally possible when no other Jedox Models are installed. However, if other Jedox models (such as Human Resources) is installed, then cell locking logic will be activated, as the data fields are linked across the models. 

Every account in the Cost Type dimension contains both the PCalculation attribute, which defines the rule that is implemented on the element, and PCalculationDependencies attribute, which defines the source cube of the transferred data. When information is deposited in these attributes, cell locking is activated in the planning reports and data cannot be entered.

For example, in the first screenshot below, element 311070 – Salaries & Wages contains information for PCalculation and PCalculationDependencies. Thus, the planning report will NOT allow values to be written to the database.

In the Cost Center Budget report, it is possible to input data in years that are indicated with a horizontal striped pattern:    The area where data entry is possible is indicated by a gray box  as shown in the screenshot below:

 

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