Ga naar hoofdinhoud

Tips and Tricks

Working with Planning Scenarios​

Tip: Always give a new planning calculation a unique name.

This allows you to:

  • Keep the previous planning available.

  • Compare old and new scenarios.

  • Analyze multiple Datasets side by side.

Tip

When creating a new planning calculation, always assign it a unique name.

This ensures that:

  • The previous planning is preserved.

  • You can compare old and new scenarios.

  • You can easily analyze multiple Datasets side by side.

Quickly Analyze Reports​

Factview provides several tools for performing quick analyses directly within a report.

  • Click an amount to open a detail pop-up showing the underlying transactions.

  • Analyze data by dimensions such as Cost Center, General Ledger Account, or Period.

You can also:

  • Use the Dimension button to filter the report (for example, Cost Center 5000).

  • Use the Columns button to display totals by period.

This allows you to:

  • View a complete Profit and Loss Statement for a single Cost Center.

  • Compare Actuals and Budget side by side.

System Values​

Factview uses several standard system calculations:

  • SYSRESULTAAT = Sum of all Balance Sheet (BAS) general ledger accounts.

  • SYSWINST = Sum of all Profit & Loss (PNL) general ledger accounts.

These values are used throughout Factview in reports and calculations.

Customizing Report Structures (for Example, an EBIT Report)​

When creating a custom report, such as an EBIT Report, it is often necessary to rename report groups to match the desired presentation.

Rename Groups​

Renaming a Group​

To rename a group:

  • Select the group in the Structure panel.

  • Right-click the group.

  • Select Edit.

  • Change the name.

  • Press Enter to save the change.

Faster Method​

  • Select the group.

  • Press F2.

  • Edit the name.

Align the Structure with the Standard Structure​

When creating a report such as an EBIT Report:

  • Use the group names from the Standard Structure.

  • Keep naming conventions consistent.

  • Reuse existing layouts and categories (for example, revenue groups).

This results in:

  • More recognizable reports.

  • Better consistency with standard reports.

  • Fewer interpretation errors.