Visma.net ERP
Unit sets (CS206030)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
To define what data will be displayed in each analytical report and how it will be
organised, you need to define the row set and column set; optionally, you can define
the unit set.
Unit sets are used to organise the report structure when the groups of
rows and columns included in the report use data from different data sources, or
when formulas must be applied to calculate the report values based on the data from
the particular groups of columns and rows. For more information about the unit sets,
see: Unit sets - overview.
The Unit sets window, which is part of the Analytical report manager in Visma.net ERP, displays the unit sets defined for the analytical reports.
You can view or
modify existing unit sets, create new unit sets, and delete any unit sets. For each
unit set, define the units to be available for the analytical report and provide the
unit description.
Search line in list window
If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.
There are two types of search fields:
- White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
space: the result contains the words in any order,
%: the result contains the words in the specific order, and the % functions as a wildcard as well.
- Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.
| Button | Description |
|---|---|
|
Copy unit set |
Initiates copying of the selected unit set configuration. If you click this button, you type the new unit set code in the New unit set code dialog box that opens. |
The top part
This area of the window displays basic information about the particular unit set.
You can define
a new unit set, or you can look up an existing one by selecting its code or using the
actions in the window toolbar.
| Element | Description |
|---|---|
|
Code |
The unique code used to identify the unit set. You can use up to 10 alphanumeric characters. |
|
Type |
The data source of the unit set. Select one of the following options:
|
| Description | The descriptive name of the unit set. |
The Units section
This area of the window displays in a tabular format the units included in the unit
set, along with their properties, which can be modified.
You can add a unit to the
unit set or delete a unit from the set.
The units in the unit sets are organised in a hierarchical structure, which is
displayed left of the Units section in the window.
Use the buttons above the hierarchical
structure to move a unit up or down or change its hierarchical level.
| Unit attribute | Description |
|---|---|
|
Code |
The unique code used to identify the unit. You can use up to 10 characters, both numbers and letters. |
| Description |
The descriptive name of the unit. This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support |
|
Value |
The formulas to be used to calculate the values to be used in this unit. This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support |
|
Printing group |
The printing group that includes the unit. If you specify a printing group, the data from these units will be printed only in the rows and columns with the same Column group and Printing group value. |
|
Data source |
The source of data to be displayed in the reports included in
this unit group. |
Parent topic:General ledger windows - overview
Related conceptsAnalytical report parameters
Related reference
Report definitions (CS206000)
Column sets (CS206020)
Row sets (CS206010)
