FAQ

This section provides answers to common questions about Financial Reporting.

Can a customer use and configure the default KPI package?

Yes. Using the default package is recommended because it includes standard financial KPIs and reduces setup effort. You can also add KPIs.

How are KPI charts and cards defined on the Financial Reporting homepage?

KPI charts and cards are predefined. They show a specific set of KPIs, primarily from the default package in Business Modeling.

Can a user configure KPI charts and cards?

Only members of the GL Modeler role can configure KPI charts and cards. Their configuration is visible to other users.

How to configure KPI charts and cards on the Financial Reporting homepage?

  1. Select Configuration.
  2. To configure KPI charts or KPI cards, click the Homepage Charts or Homepage KPIs tab, respectively.
    Note: 

    Initially, cards include KPIs from the default package. After you publish additional KPIs under the KPI by Category hierarchy through Business Modeling, those KPIs become available for card assignment.

    Charts support a limited set of KPIs from the default package. Experienced modelers can create additional chart copies in Application Studio.

How does Financial Reporting support aggregation at the period level

Application Engine converts aggregated periods into base periods. For example 2024 Q2 becomes 2024_04,2024_05,2024_06.

Is using perspectives required?

A perspective is always applied. For end users, creating perspectives is optional because the default configuration is always available.

What to use as the default element for hidden dimensions?

Use the top element or a designated value, such as NA, unless another value is specified.

Can I change the selection of a perspective after or while viewing a report?

Yes, you can switch perspectives to adjust the visibility of business objects, such as Regions, in the report.

What happens if I define a new perspective?

You can create perspectives and reassign entities as required. If you do not manually define a perspective, the default perspective is created. If you manually define a perspective, the default perspective is not created or, if it exists, is removed.

Can I add new perspectives at any time?

Yes, you can add new perspectives at any time. Perspectives must be published from Business Modeling.

Is manual configuration of the default perspective required?

No, the default perspective is automatically created and configured.

What happens if the ENTERPRISE_PERSPECTIVE perspective already exists?

The automatic enterprise perspective is not created.

Can I modify the enterprise perspective?

No, you cannot modify the automatically created perspective. You can create your own perspective with the same name as the enterprise perspective and customize it.

Which dimensions are included or excluded?

Refer to the dimension configuration table for details.