Edit Settings

The fields of the Settings dialog vary according to whether you access it from either of these locations:

  • The Finance Dashboard
  • A report linked to the Finance Dashboard.
In the Settings dialog you specify:
Period
Select the period to view. The periods listed depend on the accounting entity which is selected. All fiscal calendars are based on 12 calendar months.
Accounting Entity
Accounting entities are stored in a hierarchy. You can select, from any level of the hierarchy, the accounting entity for which to view data. That is, you can select an individual accounting entity, or an aggregated entity - one that comprises two or more entities.
Aggregation of accounting entities is enabled only where it is 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 accounting 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, for aggregated entities, only those which share the same fiscal calendar can be selected as a group. Accounting entities without a fiscal calendar are not listed.
Currency Type
By default, results are displayed in the local currency but you can switch to the reference currency where it is applicable and recorded.
Note: The list of accounting entities depends on the selected currency type. If you change currency type, you may need to reselect the required accounting entity.
Taxonomy
The accounting framework (IFRS, GAAP, HGB) in which to report.
Expense method
For IFRS and HGB, you can specify whether to use Total Cost Accounting or Cost of Sales Management. This field is not displayed if GAAP is selected.
Currency Scaling
The values displayed can represent Hundreds, Thousands, Hundreds of Thousands, or Millions of the selected currency type.
Language
The language in which the dashboard and its reports are displayed.

To display the Settings dialog, click Settings in the toolbar of a dashboard or report. By default, the Settings dialog is also displayed when you log on to a dashboard from the start page.

See start page.

To specify these settings:

  1. Select the period for which to view data.
  2. From the Accounting Entity list, select the part of the organization for which to view the results.
  3. Select the currency type.
    By default, local currency is selected. This is typically the currency in which the organization submits its financial returns. The Reporting Currency represents the currency of a headquarter or parent company which is used for consolidation reporting.
  4. Select the Taxonomy in which to report.
  5. Select the Expense Method.
  6. Specify whether the values displayed represent Thousands, Hundreds of Thousands, or Millions of the selected currency type. Or, select None, to display actual values.
  7. Select the language in which to view the dashboard.
  8. Optionally, clear the Automatically set current period at log-on option. The most recently selected date will be used in the dashboard and reports.
  9. Optionally, select Do not show this dialog again.
    You can reenable display of the Settings dialog in the Configure Start Page dialog.

    See Configure start page

  10. Click OK.