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.
- 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 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: