Filters

Use filters to display the data you want to view. The fields in the filter are based on the finance widget report you access.

Click . The Filter dialog of the respective widget report opens, wherein you can specify:

• Period:

  Select the period for which you want to view the report. For some finance widgets you can compare results only for two. That is the base period and the period that you want to compare with.

  The finance widgets for which you can compare results for two periods:

  • Assets and Liabilities
  • Revenue Growth
  • Gross Profit Growth
  • Operating Income Growth
  • Net Profit\Loss Growth
  • EBITDA Growth
  • EBIT Growth
• Accounting Entity

  Accounting entities are structurally placed in a hierarchy from which you can select the accounting entity for which you want to view the data. That is, you can select an individual accounting entity, or an aggregated entity - one that comprises of two or more entities.

  Aggregation of accounting entities is enabled only when valid. You cannot, for example, aggregate accounting entities which do not share the same currency, or do not share the same fiscal calendar. For this reason, the Accounting Entity field lists only the entities which have the currency type selected in the Currency Type field. Accounting entities for which the selected currency type is unknown are not listed.

  Accounting entities are grouped by fiscal calendar, that is, the entities, which share the same fiscal calendar can be selected as a group. Accounting entities without a fiscal calendar are not listed.

• Currency Type

  The results are displayed in the Local Currency by default. However, you can switch to the Reference Currency, where applicable.

• Taxonomy

  The Finance widgets report uses a generic reporting structure which supports these taxonomies:

  • International Financial Reporting Standard (IFRS)
  • German (HGB)
  • US Generally Accepted Accounting Principles (GAAP).
• Expense method

  For International Financial Reporting Standard and German, you can specify whether to use Total Cost Accounting (TCA) or Cost of Sales Management (CSM). This field is not displayed if GAAP is selected.

• Version

  Select the version (Actuals or Budgets), to compare.

• Analysis Dimensions (1 to 10)

  Analysis dimensions are used to filter the list of codes displayed and to analyze the individual codes in the list. For example, if you have analysis dimensions that represent business units or cost centers, you can display only the codes which relate to a particular business unit or the cost center and then analyze these individual codes by business unit, or by cost center.

  Typically, the default element 'All' is selected for each dimension. To filter the list of codes as required, select elements from each dimension.

  To filter the list of codes, click . Select analysis dimensions and select up to ten dimensions.

• Last Periods

  Specify the number of periods for which the report is displayed to compare. For example, if you want to generate a report for Fiscal Year 2014 and select 6 in this field. The application generates the reports for 2014 and also previous 5 fiscal years. This field is not displayed for the following reports:

  • Assets and Liabilities
  • Revenue Growth
  • Gross Profit Growth
  • Operating Income Growth
  • Net Profit\Loss Growth
  • EBITDA Growth
  • EBIT Growth
• Currency Scaling

  You can specify these scaling options for monetary values:

  • none
  • Hundred
  • Thousand
  • Hundred Thousand
  • Million
• Language

  The language in which the reports are displayed.