[IFS/BA Designer Help Guide]
Building a Basic Report in Financials
- Logon to IFS Business Analytics
- Click Go to Design.
- Select GL Balance from the Select Information Sources
dialog box.
- Select the display items Account Type, Account Description
from Account and drag them in to the design area.
- Select the display item Balance from Measure Items
and drag it in to the design area. Make sure all the displays items are
placed within a single design row.
The repeaters that will be applied are account type and account for the purpose of creating this report.
- Select Row.
- Go to the Repeater tab.
- Click on New Design Row.
- Drag Account Type from Account to create an
Outer Repeater.
- Drag Account from Account to create an
Inner Repeater.
The filter criteria that is applied is logical account type for the purpose of creating this report.
- Select the design row.
- Go to the Filter Criteria tab.
- Drag and drop Logical Account Type from Account.
- The Equals operator will automatically be selected. Users can
change this by opening the Select Operator
list.
- Click the LoV and then select Revenue from the
List of Values
dialog box. If a company has not been applied
to the report book then you may have to select a relevant company from the
Enter Parameter Values dialog box and then
apply the account type.
- Click Run to view the current status of the report.
- Click Go to Design to get back to design mode.
- Select the design row you want to copy, right click and select Copy Design Row.
- Select the location you want to copy the design row to, right click and select Paste Design Row.
- Select the design row you copied.
- Use the List of Values to select Cost from List of Values
dialog box. If a company has not been applied to the report book then
you may have to select a relevant company from the Enter Parameter Values dialog box and then select the account type.
- Select the column which displays the balance amount.
- Click
New Design Column.
- Click the Repeater tab, drag and drop Year Period from Accounting Period.
- Click Run.
- Select the column which displays the balance amount.
- Select the Filter Criteria tab and drag and drop the Year Period from
the Accounting Period
folder.
- The Equals operator will automatically be selected. Users can change this by opening the
Select Operator list. Select the between operator from the list.
- Select Year Period between 200701 to 200706 from the List of Values.
- Click Run.
- Click
Report Book .
- Click
Parameters.
- Click New parameter.
- Select Parameter Type as DispayItem from the list.
- Enter Company as the Parameter Name.
- Enter Company as the Description.
- Enter the Prompt Text as 'Enter Company Name' or any text appropriate.
- Select Company from Select Display Items list as the display
item.
- Select a Default Value from List of
Values dialog box.
- Drag Display Parameters to the design sheet as
appropriate.
- Filter the row, column, sheet or book using the parameter created.
- Click Run.
- Select the cell with the measure item Balance.
- Click the Zoom In tab.
- Select the Enable Zoom In check box. You can also clear any Zoom In Display Item
check boxes which are listed in green.
- Click
Run.
- In the executed mode select a Zoom In enabled item and right mouse click
and select Zoom In. This will open a new excel sheet displaying the zoomed in information. Each Zoom In item will open in a new Excel sheet.
Each new sheet that is loaded will have a reference made to the design sheet.
- Select the measure item Balance.
- Click the Drill Down tab.
- Select the Enable Drill Down check box. The items defined as mandatory to support the URL function is displayed in bold
red
text.
- Click
Run.
- In the executed mode select a drill down enabled item, right-click and
select Drill Down. This will open an excel sheet displaying the drilled down information using related data sources.
- In the new sheet, select a row, right-click and select URL - Query Voucher GL. This will open the
relevant window in IFS Applications.
- Click Save Report.
- Enter Report ID and Report Name as appropriate in the Save Report dialog box.
- Click Save.
- Click OK in IFS Business Analytics dialog box.
- Click
Publish Report.
-
Select the report from Save and Publish Report dialog box if the report is already saved to the database. If it is a new report, then enter the
Report ID and Report Name for the new report.
- Click Publish.