Extend list of Finance KPIs

Taxonomies include balance accounts, profit & loss accounts, account 9997 for ledger accounts that you do not want to map, and a list of additional KPI accounts. These additional KPIs cannot be calculated by aggregating child accounts but require a different calculation.

Customers can add child accounts under standard accounts. See Add child taxonomy accounts.

To extend the list of additional KPIs, complete these steps:

1. LN
   1. In the Taxonomies (tfgld1170m000) session, navigate to taxonomy accounts and add a KPI taxonomy account.
   2. Start the account with K, followed by 3 numbers and the taxonomy.
   3. Choose sublevel 5 and parent account = top account 0000B0.

   Customers must use KPI taxonomy accounts K900-K999 to avoid conflicts with KPI taxonomy accounts that Infor delivers. For example:

   • K032IFRSUKV Operating margin
   • K003GAAP Operating expense
2. Birst Visualizer
   1. In the consumer space, add an expression named 'excl ' + KPI taxonomy account.
   2. Use expression type measure, make it global and select the default subject area.
   Note: As mentioned in the Extending content chapter in the Infor LN Analytics for Birst Administration Guide, customers must never create saved expressions with a prefix of four characters. Extending taxonomies as previously described is the only exception! Therefore, customers can create saved expressions with a four-character prefix in the range from ‘excl K900’ through ‘excl K999’.

These examples show delivered taxonomy account-related saved expressions: