Operating Segments

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The Operating Segments report uses balance segment to present the financial performance of a company's operating segments. Operating segments are components of a company that engage in business activities from which the company may earn revenues and incur expenses and are regularly evaluated to assess performance. The balance segment cube stores financial data from multiple operating segments. The report includes financial information such as Profit/Loss lines and balance sheet lines like assets and liabilities, broken down by operating segment

Report Heading

The report heading updates dynamically as various reporting options are selected. Below it shows the Version, Month_YTD, Entity, and Currency dimensions. (Actual 2020-12_YTD, Total Group, In US Dollar ):

The logo can be changed in Administration; see Configuring Design Elements for more on report design.

You can select your base elements in the Comboboxes below the report heading:

The Version dimension separates actual figures from planning figures, see full article. The Month_YTD dimension accumulates float values from the beginning of the calendar year to the current date, while respectively holding the final figure for stock values, see full article. The Scope dimension contains all target elements for financial consolidation in a flat list, see full article. The Currency dimension separates input and output elements of the currency conversion.

The check-boxes below allow you to customize the appearance of your report:

  • Click Suppress Zero Lines if you wish to hide the fields in your report with no data (if you select this option all, all available transaction types will appear: those without data will have a dash in place of numeric input).
  • Click Show Account No. if you wish to display the account number prior to the account name (e.g. Total property, plant and equipment → 110100 - Total property, plant and equipment).
  • Click Show Two Decimal Places if you wish to show the figures in double-decimal form (e.g. 2,947,066 → 2,947,066).

Table Columns

The Operating Segments report displays different aspects of the base elements you select in several tables. The table includes Balance Sheet elements for Business combination elements. It shows data from two consequent years (PY and current year chosen in POV.) The columns displayed in the report depend on the the selection made in the PoV area:

The table breaks down into three parts. Above we see the Total property, plant and equipment section.

Field Description Implementation
Combobox selection Current POV selection for filters needed.

Shows Combobox filters to choose Version, Month_ YTD, and Legal Entity which are needed to show data in table above
Row data Elements from Balalnce sheet Row names include accounts from Balance Sheet for PY and current year based on POV selection.

Column

 Shows data for Business Combination elements. Shows data for Business Combination elements like Goodwill and investments

 

 

Updated December 9, 2024