About unit attributes

The unit code is an unique value specified by the system when a new unit is added to the unit set. This code is used to identify the unit within the row set, and the references in the formulas defined for the units can also include the unit codes.

The units in the unit sets are sorted by the row code in ascending order, and this is the order they appear in the hierarchical structure in the Unit sets (CS206030) window. We do not recommend that you use the successive values as the codes of new units added to the unit set to simplify the procedure of adding the units between the existing ones.

The Description field should contain a descriptive definition of the unit. The data from the Description field is not printed in the analytical report.

By specifying the Value unit attribute, you can define a certain calculated value to be displayed in the report. The values in the units can be predefined parameters or computed values calculated using formulas. Values are frequently used to insert the sums and totals into the reports.

The formulas used to calculate the data in the units usually include the references to other units. The expressions defined for the units can also use the parameter queries to select the values from the data source and insert them in the column cells.

Values defined for the units in the analytical reports usually specify the report structure and follow up the defined units hierarchical structure. The units from the top hierarchical level are usually based on the calculated values from the units on the lower hierarchical levels. The higher hierarchical levels can include the summarised and aggregated values based on the units from the lower hierarchical levels.

The Printing group attribute identifies which groups of columns and rows from the row and column sets will be included in the current unit. The Printing group parameter should be specified for the respective columns and rows in the row and column sets of the analytical report.

You can use the Data source attribute to define the data filtering criteria for the data set to be displayed in the specific report column. You can specify the data filtering criteria on the row, column, unit and report levels. The filtering rules defined for the data rows are applied first, and the rules defined on the column level are applied to the data set formed by applying the rules defined on the row level, and after that the criteria defined on the unit level are applied. The data filtering criteria specified on the unit level are applied to the unit as a number of rows and columns included in it. If the data selection criteria set on the unit level have no common data source with the data set received from the data source defined on the rows and columns level, the report will not produce any meaningful result.

Data filtering rules used in the data source definition on the unit level help you to narrow the criteria applied on the row and column level. For example, if a group of columns in the report included in the unit must display the calculated values for the specific subaccounts, you should set the start subaccount and the end subaccount in the data filtering rules defined for the unit.