Analytical report parameters

An analytical report is described by the set of parameters, including the following:

  • Report layout parameters: The parameters specifying how the information in the report should be organised
  • Data source parameters: The parameters that specify how the data should be selected for the report
  • Data transformation and calculation rules: The parameters used in the expression and the formulas applied to calculate the report values based on the data selected from the database
  • Report formatting parameters: The parameters specifying the data visual presentation in the report

The report layout determines the report outlook, and defines the content of the rows and columns in the report. To set the report layout, specify the unit structure of the report, identify the rows and columns to be displayed in the report, define the report headers, and set the headers for the specific groups of columns and rows in the report or for the individual columns and rows.

Parameter Description
Column set Identifies the columns to be included in the analytical report. This is a mandatory attribute for the analytical report.

For more information about the column sets, see Column sets - overview
Row set Identifies the columns to be included in the analytical report. This is a mandatory attribute.

For details about the row sets, see About row sets
Unit set Identifies the units used to compose the analytical report. Use units to describe the structure of complex reports, such as the reports composed from several sections or including different views of data. Units present the dimensions of data in the analytical report.

For more information about the unit sets, see Unit sets - overview
Report header Specifies the text describing the content analytical report. Depending on the report structure, a row header or a column header can be used to specify the header for analytical report.

The report header can be defined as a header for the column set selected for the report, or as the row header having the appropriate style.
Row headers Are used to insert the descriptive text into the report. Depending on the report structure, a row header specifies the header text for a single row or a group of rows in the report.
Column headers Are used to insert the descriptive text into the report. Depending on the report structure, a column header specifies the header text for a single column or a group of columns in the report.
Printing control attributes Include the row and column attributes used to insert the page breaks and line breaks in the reports, display or hide the rows or columns from printing, and set the column groups and printing groups to print data from the specific rows in the specific columns.
The Printing control parameter can be specified for the columns and rows in the report. It manages the line breaks for the rows, page breaks for the rows and columns, includes or excludes the rows or columns from the printed report, and switches the rows and columns merging on or off.
The Column group and Printing group parameters identify that the specific rows will be printed in the specific columns of the report.

Data source parameters specify how the data will be selected for the report. Depending on the report structure, the data source can be defined for the whole report, and different data selection criteria can be used for the rows and columns.

Parameter Description
Data source selected for the report Specifies the data filtering criteria on the report level. The data can be filtered using various criteria including groups of accounts and subaccounts, specific periods, and totals calculation method.

For information about the data filtering criteria, see About data filtering criteria
Data source selected for the row Specifies the data filtering criteria on the row level. You can define the filtering rules separately for each row or set the rules for the groups of rows included in the report. The data can be filtered using various criteria, including groups of accounts and subaccounts, specific periods, and total calculation method.
Data source selected for the column Specifies the data filtering criteria on the column level. You can define the filtering rules separately for each column or set the rules for the groups of rows included in the report. The data can be filtered using various criteria, including groups of accounts and subaccounts, specific periods, and total calculation method.

To calculate the values in the report, you should use formulas. Formulas describe data transformations and other operations performed with the data selected from the data source. The formulas can use the data selected from the data source as the parameters. Depending on the report structure, formulas can be defined on the unit, row, or column level.

For more information about the formulas, see About formulas.

Type Description
Formulas defined for the units Specify the data transformation and calculation rules on the unit level. The operations specified by the formula defined for a unit can be performed with the data related to the other units, or the data from the columns, rows, and cells in the report table.
Formulas defined for the rows Specify the data transformation and calculation rules on the row level. The operations specified by the formula defined for a row can be performed with the data related to the other rows, columns, and cells in the report table.
Formulas defined for the columns The formulas designed for the columns specify the data transformation and calculation rules on the column level. The operations specified by the formula defined for a row can be performed with the data related to the other rows, columns, and cells in the report table.

The formatting options can be defined for the entire report and for any particular row or column. Formatting options allow for setting the report page layout, selecting font attributes, and visually emphasising some rows or columns in the report.

Type Description
Formatting parameters defined on the report level Allow for setting up the page layout including the report page and margins sizes, selecting the font attributes (the font name, size, style, and colour), and setting the text align and background colour attributes for the text lines in the report.

The formatting parameters defined for the whole report include setting the report attributes for the page formatting, and defining the printing style for the report text. For more information about the printing style, see Printing styles

Formatting parameters defined on the row level Can be set for any particular row in the report to visually emphasise it. These parameters include text align, font name, size, style and colour, and background colour attributes. Additionally, the separation lines can be included in the report by adding the rows having an underline type.

The formatting parameters defined on the row level include setting the row attributes for the row formatting, and defining the printing style for the text in the row. For more information about the row attributes, see About row attributes.

Formatting parameters defined on the column level Can be set for any particular column in the report to visually emphasise it. These parameters include text align, font name, size, style and colour, and background colour attributes.

The formatting parameters defined on the column level include setting the column attributes for the column formatting, and defining the printing style for the text in the column. For more information about the column attributes, see Column attributes.

Related concepts
Column sets - overview

About row sets

Unit sets - overview

Data source - overview