Page 22 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Include/exclude report configuration information in the export file

Assign color-coding to group headers

Select the notification method for reports that return no data
Other Options
Determine whether to automatically “flatten” group columns in Excel or
CSV files into data columns

Retain Excel formatting or display data only

Activity 2.3 – Create a new ExpressView Report: Financial

MyCo’s CFO has requested a report, preferably a chart, displaying current
revenue by customer based on posted data for all billing types. Login as Frank
T. Controller, Administrator (fcontroller/welcome) to build the requested report.

Activity Steps

Part 1: Create a new ExpressView report
1. Navigate to Reports > Analytics.
2. Press the +Create New Report button and select ExpressView.
3. In the Fields section of the Data Pane, expand the GL Details folder.
4. Expand the data category FIN: GL DETAILS.
5. Drag and drop the data field “Project Org Name” into the Design Pane as the
first column.
6. Drag and drop the data field “Project Code” into the Design Pane as the second
column.
7. In the Data Pane, press the +Add Formula link.
8. From the Data Pane, drag and drop the “Credit Amount” field into the Formula
box.
9. At the end of the field text, insert the cursor and type a minus sign.
10. Return to the Data Pane and double-click the “Debit Amount” data field to insert
it after the minus sign.
11. Select the edit icon in the header of the Formula window.
12. Change the Formula name to “Revenue”, then press the check mark icon.
13. Open the radial menu for the column Project Org Name and select Group.
14. In the first Project Org Name group, select the footer for the Project Code column
to open the footer menu, and choose “None”.
15. Open the footer menu in the Revenue column and select “Sum for Revenue”.
16. Select any group header.
17. Navigate to the Format Pane and modify the Style tab of the Selected Section as
indicated below:

LESSON 2: ANALYTICS EXPRESSVIEW REPORTS
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