Pivot view configuration

Pivot analysis provides views to financial data that is stored in the general ledger total OLAP cube in various configurable definitions. GL pivot analysis uses existing cube view functionality to deliver predefined views.

The delivered cube views can be configured to meet your specific requirements. Configurations change the look and feel of menus, pages, and various user interface objects and actions that are associated with a business class. Configuration changes apply to all users. When you make configuration and personalization changes, a copy of the Landmark Pattern Language (LPL) source is changed.

The delivered lists have three parts: Pivot Views, Period Views, and Display Fields.

Pivot views

Pivot View is used to show a list of the values that are defined for a dimension. The values are displayed in the order that the dimensions are added to the list. The list can include many dimensions. These dimensions are available to use for Pivot Views:

  • Scenario
  • AccountingEntity
  • GeneralLedgerTotal.AccountingUnit
  • GeneralLedgerTotal.Currency
  • GeneralLedgerTotal.GeneralLedgerChartAccount
  • GeneralLedgerTotal.Project
  • FinanceDimension1-10
  • System
  • Ledger

This format is required for pivot views:

NameofNewPivotView  
              label is “NewPivotViewLabel”
              Row Dimensions
              {specify the dimensions that will be part of the new view)

This is an example of an existing Pivot View names for PivotByDimension1:

PivotByDimension1
              label is "PivotBy<FinanceEnterpriseGroup.FinanceDimension1Label>"
              Row Dimensions
                  FinanceDimension1
                  GeneralLedgerTotal.GeneralLedgerChartAccount

This view can be configured to add the dimensions in order of preference under Row Dimensions. In this example, GeneralLedgerTotal.Project was added to Row Dimensions on an existing Pivot View.

PivotByDimension1
              label is "PivotBy<FinanceEnterpriseGroup.FinanceDimension1Label>"
              Row Dimensions
                  FinanceDimension1
                  GeneralLedgerTotal.GeneralLedgerChartAccount
                  GeneralLedgerTotal.Project

Period View

Period View is how the list is displayed for the defined periods. This list shows the available period operators:

  • Month
  • Quarter
  • Year
  • Prior-Use with month-quarter-year
  • Next-Use with month-quarter-year
  • Beginning balance
  • Beginning ytd balance
  • Ending balance
  • Ending ytd balance

These period operators are available to use for Period Views:

  • (prior | next) week
  • (prior | next) month
  • (prior | next) quarter
  • (prior | next) year

This is an example of an existing Period View names ByLast2Months. 

ByLast2Months
                 label is "ByLast2Months"
                 Periods
                    month
                    prior month 1

To configure existing Period Views and add the period operator in order of preference under Periods. In this example, prior month 2 was added to the end of the periods. The Period View now includes the current period and the previous two-month periods:

ByLast2Months
               label is "ByLast2Months"
               Periods
                  month
                  prior month 1
                  prior month 2

Use this format to create a new Period View: 

NameofNewPeriodView
             label is "NewPeriodViewLabel"
             Periods
                 {specify the period operator that will be part of the new view}

Display fields

Display field is the net amount that is displayed in the view. This list shows the available net amount fields

  • NetFunctionalAmount
  • NetTransactionAmount
  • NetAlternateAmount
  • NetAlternateAmount2
  • NetAlternateAmount3
  • NetProjectAmount
  • NetReportAmount1
  • NetReportAmount2
  • NetReportAmount3
  • NetReportAmount4
  • NetReportAmount5
  • NetUnitsAmount