Reporting Cost Center Data at Period-End

You can save and reload customized business pages, share them with others, or set them as default.

After you apply filters and structure the business pages with the rows, columns, and dimensions that you want, you can then save the pages as a view.

Saved views can then be selected to reload all the pages in the review booklet as you had saved them.

Depending on your authorizations, you may be able to save a view as Public so that other users can use it as well.

To save a view, choose the dropdown list of views and select Save As.

When you save the view, you can also selectSet as Default so that it appears by default every time you enter the app.

You can use global filters to apply to all business pages and underlying data providers, and page filters for specific pages. This allows you to retrieve desired data and display it in various ways, making it easier to analyze and compare information.

Global Filters apply to all business pages in the app and underlying data providers. You define them in the filter bar.

Page Filters only apply to a specific business page and underlying data provider.

Some variables for page filters are already derived based on your selection of global filters. You can display them in the Side Panel. In addition, you can apply page filters for specific dimensions in the report.

To apply Page Filters, you can use one of the following methods:

• In the table, right-click a specific dimension (one of the table headers) and choose Filter Items.

• In the Side Panel, choose Page Filters and Add to open the Select Dimension dialog.

In review booklets, financial data is presented on predefined business pages, which are organized in business page groups. They are useful for easily accessing and reviewing financial statements, tables, comparisons, and charts and help to streamline financial analysis and decision-making processes.

You can adjust the columns and rows in the report to display your data in various ways.

Columns

Right-click the following UI elements to use the available options:

• A dimension to add, exchange, or remove a dimension
• A dimension to change the display and sorting properties •A data cell to navigate to other apps.

Rows

Right-click a measure or structure to do the following:

• Change the decimals or scaling settings •Change the filter settings
• Add dimensions
• Move and sort the measures
• Navigate to other apps.

From your review booklet, you can navigate to other apps. This navigation is context-sensitive: The booklet settings (for example, the global filters and page filters) are automatically applied in the app that you navigate to.

The following options in the Side Panel on the right side of the screen are available:

• Page Filters
• Layout
• Formatting
• Context Information
• Export.

Page Filters:

You can select the filters that have to be applied to the business pages.

Formatting

On theFormatting Panel, you can configure the appearance of numbers as well as conditional formatting rules.

The Panel is organized into two sections:

• Number Format
• Conditional Formatting.

Number Format:

First you decide for which measures you want to customize the formatting for your numbers. You can either do the customizing for all measures or for individual measures. Then you customize the scale and scale format, and choose the number of decimal places, and the sign.

Conditional Formatting :

If you want to highlight specific information, you can create Conditional Formatting rules. Conditional formatting covers several options, including thresholds and assigned colors. You can also save your conditional formatting as part of a private or public view.

Using the Layout feature in the Side Panel, Dimensions and Measures can be added to the table and you can decide whether they are displayed as columns or rows.

You can also create calculations based on the measures of your data source and add them to your table.

In the Measures section of the Available Objects list, click Add Calculation.

In the Create Calculation dialog, you create formulas by adding functions, operators and conditional operators listed in the left-hand-side panel or by typing in the formula directly in the editor.

The formula editor supports the following functions, operators and conditional operators:

• Functions: IF, ISNULL, NOT, ABS, EXP, SQRT, GrandTotal, %GrandTotal, MOD, and POWER
• Operators: +, -, *, /, and **
• Conditional Operators: AND, OR, =, !=, <, <=, >, and >= .

You can use the newly created calculated measures in the table.

Context Information :

This is where you find out how the displayed data is selected, for example, the applied global filters and page filters.

Export:

You can export your data to a spreadsheet or PDF file.

You can create an AI-generated analysis and summary of your data. Depending on your business role, you can use specific AI features if you want to quickly interpret and efficiently analyze the data in review booklets.

The figure above shows what the AI-assisted Business Insights feature looks like in the Cost Centers Review Booklet.

On the relevant page for which you want to have data analyzed, choose the Business Insights button on the side panel. You can then select different quick actions to analyze and summarize the data under different aspects.

Based on the data displayed, you can do the following:

• Analyze table data.
• Summarize table data.
• The AI-generated summary is written in natural language.
• Copy, export, and share results directly from the app.