Defining an attribute view (AC/BR)

An attribute view is a combination of attribute lists. Views are composed of summary and detail records. Summary levels are used for report headings and totaling. Detail records are the attribute lists. For example, an activity view is a group of activity lists arranged hierarchically with up to nine totaling levels. Use this procedure to define an attribute view.

Ensure that you define attribute lists first before defining a view.

  1. Access View (MX20.1).
  2. Click New View to access Define View (MX20.2) where you will define header information for the view. Use these guidelines to specify the field values:
    Object Type

    You must associate an attribute view with an object type. For Project Accounting, select the Activity (ACTVY), Activity Group (ACGRP), or Account Category (ACCAT) object type.

    View

    Specify a name and description for the view.

    User Analysis

    Specify or select a user analysis to associate with the view. You can specify the value or use the Define (F6) feature to open the User Analysis Values sub-form. For more information, see the Strategic Ledger User Guide.

  3. After adding the new view, you automatically navigate back to View (MX20.1). Use this form to define the view. Use these guidelines to specify the field values:
    Type

    Select whether the line is a summary level or detail line. Summary levels are used as report headings and determine how lists are totaled or rolled up. Select Detail to use an attribute list.

    Summary Level or List

    Select the summary level name or attribute list you want to include in the view.

    Description

    Specify a description of the summary level. If you select an attribute list, its description displays.

    Depth

    Specify the level depth to determine the view's subtotal breaks. The application accumulates a total for a specific depth until it finds another line with the same depth or less. Then it produces a total above the line with the same depth or less. For example, each detail line assigned a depth of 3 totals to the previous summary line assigned a depth of 2.

    Note: Use a depth of 1 for grand totals.
  4. To select printing options for reports and inquiries related to summary levels, click More to access Summary Level Options (MX20.3).
  5. Click Preview to display the view you defined. You can view detail and summary records or summary records only.
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