Profit Center Budget Report
Return to Profit Center Model Overview.
This report shows financial amounts that are stored in the Profit 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.
Report Heading
The screenshot below points out the heading area of the Profit 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 |
Name of the report in Report Designer |
Subtitle |
Current PoV selection |
Localized 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. |
|
Year (Combobox) |
Select a reporting period. |
Elements matching the pattern |
Legal Entity (Combobox) |
Select one single legal entity or any consolidated element. |
|
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 |
Elements of
|
Profit Center (Combobox) |
Select one profit center or any consolidated element. | Profit Center dimension |
Suppress Zero Lines (checkbox) |
Hide accounts not having any value in the current selection. |
Data filter factors the following elements:
|
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 Single element for the entire year is |
Show Account No. (checkbox) |
Display the account number along with the account name in the row label column. | Switch between Name or ID_Name attribute of PnL Account dimension. |
Report Columns
The columns 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 options Suppress Zero Lines
and Show Account No. selected.
Below are descriptions of the columns in the Profit Center Budget Report. Note: the month columns are only visible if the Monthly
option in the PoV area is checked.
Column |
Description |
Implementation |
Row Label |
Account shown as localized name |
|
Area visualization of version |
Fill and border style for version |
|
PY |
Previous year value |
|
FC x+y |
Forecast x+y value, the most recent forecast |
Element of the |
ΔPY% |
Percentage change of |
( |
yyyy (entry) | Yearly figure for selected budget | yyyy-˜ element of Month dimension and Input or Input and Posted element of Profit Center_measure depends on the stored value in the Allocation attribute of the PC Account dimension. |
MMM | Monthly figures for selected budget. Note: these columns appear only when Monthly checkbox has been activated in PoV area. | Element of Month dimension related to settings in Year Combobox Input or Input and Posted element of Profit Center_measure depends on the stored value in the Allocation attribute of the PC Account dimension. |
Profit Center Detail Link |
Link to Profit Center Budget Detail Report | |
ΔFC x+y% |
Percentage change of |
( |
Comment |
Entry of comment |
Comment element of |
Cell Locking
Cell locking prevents the entry of data in fields that draw on multiple sources. Data entry is only possible when a single legal entity, the local currency, single profit center, and a single cost object are selected.
In the Profit Center Model, data entry is generally possible when no other Jedox Models are installed. However, if other Jedox models (such as Cost Center or Sales) are installed, then cell locking logic will be activated, as the data fields are linked across the models.
Every account in the PC Account
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 311320 – Total revenue (entry) contains information for PCalculation
and PCalculationDependencies
. Thus, the planning report will NOT allow values to be written to the database.
Some accounts in the PC Account
dimension stores values for attributes Allocation
, Intercompany
and Cost Object Breakdown
, then cell-locking logic will be activated.
In the Profit 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:
Updated November 4, 2024