Filter account schedules by using global dimensions

Completed

You can extend the reporting function of the account schedules by filtering on dimensions. This approach lets you create financial reports by dimension.

When you use dimensions in account schedules, there is a difference between using global dimensions and the other dimensions:

  • Global dimensions - Global dimensions are always available in account schedules and column layouts that have no analysis view assigned.

  • Other dimensions - Other dimensions are available only if they are included in an analysis view that is assigned to the account schedule or the column layout.

Dimension filtering can be applied by row and by column. Dimension filtering on a row applies to all amounts in all columns in that row. Column layouts can also be set up with dimension filters.

To filter account schedule rows by using global dimensions, follow these steps:

  1. Select the search for page icon in the top-right corner of the page, enter account schedules, and then select the related link.

  2. Select an account schedule and then select Process > Edit Account Schedule.

  3. Use the personalize function to add the global dimension columns.

  4. Select a line, and in one or both global dimension columns, enter a dimension value.

  5. Repeat step 4 for the other lines that you want to filter by global dimension.

    Account schedule with global dimension filters

To filter a columns layout by using global dimensions, follow these steps:

  1. Select the search for page icon in the top-right corner of the page, enter account schedules, and then select the related link.

  2. Select an account schedule and then select Process > Edit Column Layout Setup.

  3. In the Name field, select an existing column layout or create a new one.

  4. Use the personalize function to add the global dimension columns.

  5. Select a line, and in one or both global dimension columns, enter a dimension value.

  6. Repeat step 4 for the other lines that you want to filter by global dimension.

    Column layout with global dimension filters