P&L Consolidated (improved performance)
The P&L Consolidated report in the Infor Q&A 11.3
Example Reports for SunSystems 6 (performance improvements).xlsm spreadsheet uses
a Summary Report to extract data from the source data to hidden columns in the spreadsheet.
The Excel SUMIFS function is used in the P&L Consolidated report to select account
balances for the current and prior periods from the hidden columns.
This report uses cell C7 to define the current period for the report.
Note: Unhide columns AI to AY to view
the Summary Report data. To open the Summary Report
definition screen, double-click cell AK10.
The Report Designer on the Report Style tab of the Summary Report screen is used to define the filters for the Summary Report for these values:
- Account Code
- Period Amount Business Unit 1 (A)
- Quarterly Amount Business Unit 1 (A)
- Yearly Amount Business Unit 1 (A)
- Period Amount Business Unit 2 (A)
- Quarterly Amount Business Unit 2 (A)
- Yearly Amount Business Unit 2 (A)
- Year To Date Business Unit 1 + Business Unit 2 (A)
- Period Amount Business Unit 1 (B)
- Quarterly Amount Business Unit 1 (B)
- Yearly Amount Business Unit 1 (B)
- Period Amount Business Unit 2 (B)
- Quarterly Amount Business Unit 2 (B)
- Yearly Amount Business Unit 2 (B)
- Year To Date Business Unit 1 + Business Unit 2 (B)
Note: The Filters
section of the worksheet is used to control the selection of the Period, Business Unit 1 and
Business Unit 2.