Combine analysis views with account schedules

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If you want to use dimensions other than the two global ones in an account schedule, you can assign an existing analysis view to an account schedule. With this approach, you can use up to four dimensions in an account schedule. Assigning an analysis view changes the entries that are used to create the amounts in the account schedule from G/L entries to analysis view entries.

If you link an analysis view to an account schedule, you can filter amounts in rows by using the Dimensions Totaling fields on the Account Schedule page.

By assigning an analysis view to a column layout, you have the same filter ability but on a column level.

To assign an analysis view to an account schedule, follow these steps:

  • Select the lookup icon, enter account schedules, and then select the related link.

  • In the Analysis View Name field for the relevant account schedule, enter the analysis view to be assigned to this account schedule.

Screenshot of the Account schedules with analysis view name field.

To assign an analysis view to a column layout, 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. Select the Name field to open the Column Layout Names page.

  4. Select Edit List.

  5. In the Analysis View Name field for the relevant column layout, enter the analysis view to be assigned to this account schedule.

    Screenshot of the Column layout with analysis view.

Instead of the two global dimensions, you can now display any of the analysis view dimensions as a column on the account schedule rows and column layout.

Screenshot of the Account schedule with analysis view dimensions.

Watch this demonstration video on combining analysis views with account schedules to provide additional reporting capabilities.