F350: ARM REPORTS · of row sets / column sets / unit sets Analytical Report Manager Financial...
Transcript of F350: ARM REPORTS · of row sets / column sets / unit sets Analytical Report Manager Financial...
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F350: ARM REPORTSInstructor: Maja Talevska Milenkovska
October 2018
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CLASS SYLLABUS
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▪ Day 1, Monday, October 8, 2018, 09 AM- 11 AM PDT: Let’s get to know Analytical Reports – ARM Overview
▪ Day 2, Tuesday, October 9, 2018, 09 AM -11 AM PDT:
Let’s put theory in practice – ARM Examples
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ADVANCED PREPARATIONS
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▪ Acumatica ERP 2017 R2, version 17.213.0031
▪ I100 demo data preinstalled
▪ Downloaded training guide and files for training
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SESSION RULES
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▪ All Attendees will be in Mute mode
▪ If you have a question, write your message in a chat and click Raise
Hand
▪ Polling questions will be asked at random moments without advance
notice
▪ Acumatica certification should be done through Acumatica
University
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DAY 1ANALYTICAL REPORTS OVERVIEW
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GOALS FOR THE DAY
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▪ Get to know the Analytical Reports Manager Toolkit
▪ Analytical Reports elements
▪ Tips and Tricks
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OBJECTIVES
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In this lesson you will learn how to...
▪ Work with the ARM Toolkit
▪ Create a Row Set
▪ Create a Column Set
▪ Create Report Definition
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WHAT IS ARM
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The Analytical Report
Manager is a web-
based report access
and management tool
for
creating and modifying
analytical reports.
▪ Reporting tool consisting
of row sets / column sets
/ unit sets
▪ Analytical Report
Manager
▪ Financial Reports:
Ledger history tables
▪ Project Reports: Project
history tables
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ARM: KEY DATA
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GL History Table
▪ Ledger ID
▪ Branch ID
▪ Account ID
▪ Sub ID
▪ FinPeriod ID
PM History Table
▪ Project ID
▪ Project Task ID
▪ Cost Code ID
▪ Account Group ID
▪ Inventory ID
▪ Period ID
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ARM REPORT LAYOUT
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Unit Set
Row Headers
Report Header (column set)
Column Headers
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REPORT DEFINITION
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ROW SET
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COLUMN SET
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DATA SOURCES
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REMEMBER
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▪ Save regularly
▪ Use report description that matches title
▪ Save parameters as a template
▪ Use upper-case references to codes of row/units in formulas (@ROWCODE1)
▪ Use caution when deleting columns in column sets
▪ Always use Upper Case references for rows and units in formulas
▪ Do Not use @ symbol for row codes
▪ Use numbers for Row Codes and leave a set of numbers in between to insert rows at a later
time. E.g. 0010, then 0020
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DAY 2GET TO LOVE ARM
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GOALS FOR THE DAY
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▪ Continue working on the ARM report from previous day
▪ Use some more advanced features
▪ Review examples of Support cases
▪ Print columns based on Period parameter
▪ Calculate percent of section Totals
▪ Create a table in ARM
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OBJECTIVES
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In this lesson you will learn how to...
▪ Filter reports using Unit Sets
▪ Use overlapping Data Sources
▪ Use the MergeNext function
▪ Create formulas for columns visibility
▪ Use Masks in Data Sources
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UNIT SET
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FILTERING DATA USING UNIT SETS
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Setting values versus
Data Source
▪ Values (@U1+@U2) layeredroll-ups, but no hyperlink drill down
▪ Data Source filters data and allows drill down
Printing Groups
▪ Add to column set to hide
▪ Match in unit set to show
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OVERLAPPING DATA SOURCES
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Overlapping / merged data▪ Accounts, Subaccounts, branches
▪ Row set gets 100 – 600
▪ Column set gets 400 – 900
▪ Result: 400 – 600
Non-overlapping data▪ Ledger, Account Class, Financial Periods, Offers,
Amount are used from a single data source▪ Unit Set (if available)
▪ Row Set (if available)
▪ Column Set (if available)
▪ Report definition
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ACCOUNT RANGES
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Start Account, Start Sub and Start
Branch allows you to specify an
account list, account range, or both▪ Syntax is similar to Microsoft Excel
ranges: 400000:420000
▪ You can combine multiple ranges or accounts, separate them with coma:
400000:420000,425000,426000:426099
▪ Wildcards are supported in ranges:
4260??
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HANDLING OF NAN/INFINITY VALUES
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Scenario: Variance in Comparative Balance Sheet
Detects and
eliminates divide
by zero errors
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REMEMBER
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▪ When modifying report, create a copy of the report
▪ Use account classes instead of complicated masks
▪ Masks can be used only for non-segmented accounts and subaccounts
▪ Cannot use Account Types in ARM reports
▪ Overlapping Data Sources:
▪ Accounts, subaccounts, branches are merged
▪ Account classes, ledgers, financial periods are used from only one data source
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