Column Information

The Column Information screen identifies what Type of data is to appear in the column on the report. It is the foundation of the report.

The Column Information screen can be accessed from the Columns tab by clicking on a Column number.

The fields on the Column Information screen are:

Field Description
Column

Allows the user to select a column number for the column.
Type The type of data that appears in the column on the report. Select a type from the drop down list. For further information see the Types table below.
Column Text

The text used as the column heading on the report.

If the Column Text field is left blank IntelliDealer uses the Type name as the column heading on the report.
Profit Center

Allows you to lock the column data down by profit center.

The Profit Center field does not appear for the following column types: Column Diff $, Column Diff %, High Performance Value, High Performance Description, Total of Columns, and Blank Column.

Profit Centers setup on columns take precedence over the profit centers setup on rows.
Divided by Value The value the column is divided by.
Show Column as % of Reference

If selected, this column will show a percentage value to the right based on the row % of reference number values calculated.

Tip: For this parameter to work correctly, the Show Account Details for Row parameter must be disabled on the Row Information screen. Otherwise, the column will always display %100.

Decimals Specify the number of decimal places to show in the percentage value.
Prompt for Dates

If selected, IntelliDealer will prompt the user for the date range for this column when the report is run. Otherwise, you can hard code a From and To date range.

The Prompt for Dates field only appears when the Period Value or Budget Period Value column type is selected.

If this field selected, the report will not appear as an option on the Interactive Financial Reports screen and you will not be able to display it on the Home screen.
Formula

Indicate which two columns to subtract (column diff $) or divide (column diff %) to calculate the Column Difference Dollar value or Column Difference Percentage value.

The Formula field only appears when the Column Diff $ or the Column Diff % column type is selected.
Column

Indicate which columns to add together to calculate the total of all columns.

The Column field only appears when the Total of Columns column type is selected.

Certain column types do not apply to balance sheet accounts, such as rolling 12 value, current month budget value, period value, and period budget value. If you select these columns with balance sheet accounts in your row calculation, N/A (not applicable) appears on the report. If you combine balance sheet and non-balance sheet accounts, ERROR appears.

The column types are:

Types
Type Description
Rolling 12 (L12) Value The value for the last 12 months. Does not apply to balance sheet accounts.
Last YR End Value The value as of the end of the last fiscal year end.
Last YTD Value Last year's year to date value.
Current YTD Value The current year's year to date value.
Current Budget YTD Value The current budget year to date value.
Column Diff $ The dollar difference between the two columns specified.
Column Diff % The percentage difference between the two columns specified.
Next Month Budget The budget value for the next month.
High Performance Value If defined, determines what column the high performance value will show.
High Performance Description If defined, determines what column the high performance description will show.
Total Budget The total budget for the year.
Last YR Month Actual Last year's month actual value.
Current Month Value The current year's month actual value.
Current Month Budget Value The current year's month budget value. Does not apply to balance sheet accounts.
Period Value The actual value for the date range specified. Does not apply to balance sheet accounts.
Budget Period Value The budget value for the date range specified. Does not apply to balance sheet accounts.
Total of Columns

The total of all specified columns.

Certain columns do not apply to balance sheet accounts such as rolling 12 value, period value, and period budget value. If you select these columns with balance sheet accounts in your row calculation, N/A (not applicable) appears on the report. If you combine balance sheet and non-balance sheet accounts, ERROR appears.
Blank Column A blank column used for spacing.

Use these buttons to complete your work on the Column Information screen:

Button Function
Save Save the changes made to the Column Information screen and returns to the Column tab.
Close Closes the Column Information screen without saving changes and returns to the Columns tab.
Delete Deletes the selected column.

Security: 602 -Financial Management - General Ledger

Revision: 2024.08