Multidimensional Reports

Multidimensional report (MD report) allows you to pivot all data presented in the system using dimensions and their attributes as filters, rows and columns.

The Multidimensional report can be accessed via the Reports area on the user's Homepage or via the Reports menu section.

When you open the report, a blank layout or a previously saved layout will be displayed depending on the user's settings.

Report Structure

Multidimensional report layout is fully configured by users.

To proceed with report configuration:

Select at least one budget form.
Click Show settings in the upper part of the window if settings are hidden.

[!TODO] Screenshot required Original caption: Figure 8.1. Select budget form to start

Before at least one form is selected, the settings remain empty.

After at least one form is selected, the following settings sections become available:

Section	Description
Filters	Intended for filtering report data. Use this section when filters are required for dimensions or attributes that are not allocated to rows or columns.
Table: Rows	Dimensions or attributes displayed as rows in the hierarchy. At least one dimension or attribute must be allocated.
Table: Columns	Dimensions or attributes displayed as columns in the hierarchy. At least one dimension or attribute must be allocated.
Available Dimensions	All dimensions assigned to at least one selected budget form.
Available Attributes	Attributes of dimensions displayed in the Available Dimensions section. Attributes with Data Type equal to String, Number, or Date cannot be used in MD reports.

[!TODO] Screenshot required Original caption: Figure 8.2. MD Report settings

To create a report layout, allocate required dimensions or attributes from Available Dimensions or Available Attributes to Filters, Rows, or Columns.

Unlike Input Forms, it is not necessary to allocate all available dimensions and attributes.

Allocate a Dimension or Attribute

Select a dimension or attribute.
Drag and drop it to the required report section:
Filters
Rows
Columns

Alternatively:

Double-click a dimension or attribute in an Available section.
The item is automatically allocated to Filters.

[!TODO] Screenshot required Original caption: Figure 8.3. Allocating dimension or attribute

Remove a Dimension or Attribute

Select the dimension or attribute.
Drag and drop it back to its original section.

Alternatively:

Double-click a dimension or attribute in Filters, Rows, or Columns.
The item is automatically returned to its original section.

[!TODO] Screenshot required Original caption: Figure 8.4. Removing dimension or attribute

Rearrange Dimensions or Attributes

Select the required dimension or attribute.
Use:
Move Up
Move Down

[!TODO] Screenshot required Original caption: Figure 8.5. “Move up”/ “Move down” buttons

Generate a Report

Click Generate.

The report is displayed according to the configured structure.

[!TODO] Screenshot required Original caption: Figure 8.6. Generating MD report

Report Filters

You can set filters for any dimension or attribute allocated to Filters, Rows, or Columns.

The system allows selection of specific elements or folders to be displayed in the report.

Configure Filters

Double-click the intersection of a dimension and the Elements column.

Example:

Budget Indicator → Elements

This opens the Dimension Elements Selection window.

[!TODO] Screenshot required Original caption: Figure 8.7. Filters

In the multiple selection window:
Select one or more elements or folders in the right pane.
Move them to the left pane by:
- double-clicking, or
- using the Highlighted button.
If required, enable Exclude to display all values except the selected ones.
Click OK.

[!TODO] Screenshot required Original caption: Figure 8.8. Multiple selection window

Notes

[!NOTE] Selecting specific elements or folders is optional for dimensions located in Filters, Rows, and Columns.

[!NOTE] If a dimension is located in Filters and no elements are selected, the report displays aggregated data for all elements of that dimension.

[!NOTE] If a dimension remains in Available sections, the report displays aggregated data for all elements of that dimension.

Report Additional Settings

The system provides the following additional settings:

Show or hide folders
Currency presentation
Totals presentation

Show or Hide Folders

To show or hide folders for a dimension:

Check or uncheck the Show folders option.

[!TODO] Screenshot required Original caption: Figure 8.9. Show / hide folders parameter

Currency

The Currency parameter defines whether data is displayed in:

Input Currency
Functional Currency

To change the parameter:

Select one option from the drop-down list:
Input Currency — data is displayed in input currency.
Functional Currency — data is displayed in functional currency.

[!TODO] Screenshot required Original caption: Figure 8.10. Currency parameter

Notes

[!NOTE] Data in functional currency is displayed only when the Currency dimension is assigned to the selected source forms.

[!NOTE] Data must already be converted to functional currency in the source forms or imported into them. The report does not perform additional currency conversion.

Totals

Totals can be displayed in rows and columns.

To enable totals:

Select:
Totals: Rows
Totals: Columns

as required.

[!TODO] Screenshot required Original caption: Figure 8.11. Totals parameter

Drill Down Report Data

The system provides a two-step drill-down process that allows tracing how a value was generated.

Step 1

Multidimensional Drill-Down

To open drill-down details:

Right-click a numeric value (detail or summary).
Select Multidimensional Drill-down from the context menu.

[!TODO] Screenshot required Original caption: Figure 8.12. Multidimensional report via context menu

Alternatively:

Double-click the numeric value.

[!TODO] Screenshot required Original caption: Figure 8.13. Multidimensional report

The system opens a report where the selected value is displayed with full detail for all dimensions of the source Input Form, regardless of the dimensions used in the MD Report.

[!TODO] Screenshot required Original caption: Figure 8.14. Drill down Multidimensional report (step 1)

One Dimensional Drill-Down

Right-click a numeric value.
Select One Dimensional Drill-down.

[!TODO] Screenshot required Original caption: Figure 8.15. One dimensional report via context menu

The system opens a One Dimensional report showing the selected value in detail for all dimensions of the source Input Form.

[!TODO] Screenshot required Original caption: Figure 8.16. Drill down One dimensional report (step 1)

Step 2

Move the mouse cursor over a value at the most detailed level.
Double-click the value.

[!TODO] Screenshot required Original caption: Figure 8.17. Drill down Multidimensional report

[!TODO] Screenshot required Original caption: Figure 8.18. Drill down One dimensional report

The drill-down report opens.

[!TODO] Screenshot required Original caption: Figure 8.19. Drill down report (step 2)

The appearance of the drill-down report depends on the item mode:

Manual Data Entry Log
Calculated Data
Imported Data from External Database

It is possible to navigate to the source document in the external database through the web client only.

Managing Report Layouts

The standard Layout Management System is used for maintaining MD Report layouts.

When an MD Report is opened for the first time, one of the following layouts can be loaded:

Global Default Layout

A layout previously configured as the global default.

Users can use it as is or modify it.

Blank Layout

Displayed when no default layout has been configured.

In this case, the report structure must be configured before generating the report.

Users can define any previously saved layout as the default layout for future use.

For details about layout management, refer to the Layout Management System documentation.