Defining columns for financial pivot analysis

Menu path

Go to Finance ➔ Reports ➔ Pivot analysis, and then click Columns.

Introduction

This document provides the information on how to define the columns that you want to view in the pivot analysis. 

What version are you using?

The information in this document is based on product update 397. If you have versions lower than this, certain features explained here will not be applicable.

Fields

Currency section

Default currency

Select this check box to display the amounts in the default currency in the pivot analysis.

Note: By default, this check box is selected and disabled if you do not select the Foreign currency check box.

Foreign currency

Select this check box to display the amounts in foreign currencies in the pivot analysis.

Actuals section

Debit

Select this check box to display the total debited amounts in the pivot analysis.

Credit

Select this check box to display the total credited amounts in the pivot analysis.

Actual

Select this check box to display the difference between the debited and credited amounts in the pivot analysis.

Quantity

Select this check box to display the inflow and outflow of the items in the pivot analysis.

Cumulative Y

Select this check box to display the actual total values from the previous rows in the pivot analysis.

Cumulative X

Select this check box to display the actual total values from the previous columns of the same row in the pivot analysis.

Percentage Y

Select this check box to display the percentage of actual value against the total values of each row of that column in the pivot analysis.

Percentage X

Select this check box to display the percentage of actual value against the total values of each column of that row in the pivot analysis.

The following example with formulas shows how to calculate Cumulative X and Y, as well as Percentage X and Y:

Budget section

Budget scenario

Type or select a budget scenario to compare against the actual data. After you have specified a budget, the Amount, Difference, Percentage, and Quantity options are then enabled for selection.

Amount

Select this check box to display the budgeted amount in the pivot analysis.

Difference

Select this check box to display the difference between the budgeted and actual amounts in the pivot analysis.

Percentage

Select this check box to display the percentage of difference between the budget and actual values against the budget in the pivot analysis. You can calculate the percentage by the formula shown below:

Budget Percentage (%) = (Actual – Budget) / Budget

Quantity

Select this check box to display the budget quantity in the pivot analysis.

Button

Close

Click this to exit.

Related document

• Financial pivot analysis