Setting Up Analysis Column Templates

In an analysis report your analysis parameters are shown as columns. You can define the columns that you want to include in your analysis report by setting up analysis column templates. A template contains a set of lines each representing the analysis columns that you see in the analysis report. To define a column you must assign an analysis type code to a line. This analysis type code determines the type of source data (for example, cost, sales amount or quantity) in the item ledger entries (with associated value entries) that the analysis will be based on. You can set up as many column templates as you like, and then use them to create new analysis reports.

To Set Up Analysis Column Templates:

  1. Open the Analysis Column Templates window.

  2. Click the first empty line, and in the Name field, enter the name you want to give your new analysis column template. In the Description field, enter a description .

  3. Click Columns and in the Analysis Columns window, fill in the fields to specify the columns that you want to include in your analysis report.

Note

To define a column, you must fill in the Analysis Type Codes field ( for all column types except Formula). You set up the analysis type codes in the Analysis Types window.

Note

In the Ledger Entry Type field, if you select Item Entries, the program copies the actual figures from the item ledger entry, if you select Item Budget Entries, the program copies budgeted figures from the budget.

  1. Press Esc to close the windows.

For Help about a specific field, click the field and press F1.

Related Topics

Setting Up Analysis Line Templates

Creating New Inventory Analysis Reports

Setting Up Analysis Types

Filling in the Column Type field