Profit Center Forecast Detail Report

Return to Profit Center Model Overview.

This report shows details of financial amounts that are stored in the Profit Center cube. It focuses on several Forecast Version figures on a more detailled level and compares these with other versions 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 Forecast 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.

Version dimension, filter for Stylesheet attribute equals FC

Year (Combobox)

Select a reporting period.

Elements matching the pattern yyyy or FYyyyy 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.

Profit Center (Combobox)

Select one profit center or any consolidated element.

Profit Center dimension

Comparison Forecast (Combobox)

Select one forecast for comparison (or no forecast).

Version dimension, filter for Stylesheet attribute equals FC

Suppress Zero Lines (checkbox)

Hide the Partner Entity and Cost Object which doesn't have a value in the current selection.

Data filter factors the following elements:

  • Elements of Version dimension related to selected value in Version Combobox
  • Element of Month dimension related to settings in Month Combobox
  • Elements of Legal Entity dimension related to selected value in Legal Entity Combobox
  • Elements of Profit Center dimension related to selected value in Profit Center Combobox
  • All Partner Profit Centers element of Partner Profit Centerdimension
  • All Partner Cost Object Element of Partner Cost Object dimension
  • Elements of Currency dimension related to selected value in Currency Combobox
  • Input and Posted element of Profit Center_measuredimension.
  • Value for slice operator 0 or 9999999

Monthly (checkbox)

 Show monthly values instead of a single value for the remaining forecast months. Descendants of the selected year in the range yyyy-01 - yyyy-12 OR yyyy-MM_YTD and yyyy-MM_YTG, depending on the selected forecast.

Show Account No. (checkbox)

 Display the number along with the name in the row label column for Partner Entity and Cost Object Switch between Name or ID_Name attribute of Partner Entityand Cost Object dimension.

Profit Center Forecast (link)

 Link to Profit Center Forecast Report

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 6+6 and Comparison Forecast 9+3, with the option Suppress Zero Lines selected.

Below are descriptions of the columns in the Profit Center Forecast Detail report. Note: the month columns are only visible if the Monthly option in the PoV area is checked.

Column

Description

Implementation

Row Label

Partner Entity and Cost Object shown as localized name

Partner Entity and Cost Object dimensions 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

BU

Budget value

Budget element of Version dimension and Input and Posted element of Profit Center_measure

FC x+y (Comparison Forecast)

Forecast x+y comparison value

Element of the Version dimension selected in the Version Combobox and Input and Posted element of Profit Center_measure

ΔBU%

Percentage change of Forecast x+y comparison to budget

(Forecast x+y - Budget) / Budget

yyyy (entry)

Figure for selected Forecast x+y

yyyy-mm_YTG element of Month dimension related to settings in the Version Combobox. Input element of Profit Center_measure is used if Allocation attribute of PC Account dimension has a stored value of 0, otherwise, Input and Posted is used.

MMM

Monthly figures for selected forecast. Note: these columns appear only when Monthly checkbox has been activated in PoV area.

Element of Month dimension related to settings in the Year Combobox. Input element of Profit Center_measure is used if Allocation attribute of PC Account dimension has a stored value of 0, otherwise, Input and Posted is used.

FC

Total of forecast figures for planning scenario Forecast x+y

Input element of Profit Center_measure is used if Allocation attribute of PC Account dimension has a stored value of 0, otherwise, Input and Posted is used.

ΔFC x+y%

Percentage change of Budget to Forecast x+y value

(Budget - Forecast) / Forecast

Comment

Entry of comment

Comment element of Profit Center_measure dimension.

Updated September 27, 2024