Defining a user analysis view

A user analysis view is a group of user analysis lists arranged in up to nine hierarchical summary levels with totals at each level. A view consists of summary and detail levels, similar to the summary and detail levels in a chart of accounts. Detail levels are specific user analysis lists. Summary levels are report headings, subtotals, and totals. In Strategic Ledger, attribute views are used in a data mart to organize data. This procedure describes how to define a user analysis view.

You must define attribute lists before defining a view.

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

    You must associate an attribute view an object type. For Strategic Ledger, select User Analysis (ANLYS).

    View

    Specify a name and description for the view.

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

    Indicate whether the line is a summary level or a 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 that you want to include in the view.

    Description

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

    Depth

    The level depth determines 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. Click Preview to access User Analysis View Preview (SL21.3) to display the view that you defined. You can view detail and summary records or summary records only.
  5. (Optional) Click More to open Summary Level Options (MX20.3) to select printing options for reports and inquiries related to summary levels.
  6. Click Move to move the summary level to a new location.
  7. Click Rename to assign a new name to the summary level.
Related topics