You are on page 1of 12

IFS/Business Analytics

IFS/Business Analytics

Tips & Tricks


Relative YTD based on Parameters
Create one parameter for Year and one for CurrentPeriod (based on
DIM_ACCOUNTING_PERIOD.ACCOUNTING_PERIOD).
In Filter Criteria add one row for Year using the equal to = operator
and use the parameter for Year as value, the second row should use
Period in Year and the Between operator and use 0 or 1 as starting
value and the parameter for CurrentPeriod as stop value.

IFS/Business Analytics

Tips & Tricks


Join Display Items
If you want to have more than one display item in one cell use the
following formula:
=" "&IFS("DIM_ACCOUNT.CODE")&"
"&IFS("DIM_ACCOUNT.DESCRIPTION")
Mix Text and Display Items
If you want to mix text with display items in one cell use the following
formula:
="Period"&" "&IFS("DIM_ACCOUNTING_PERIOD.CODE")

IFS/Business Analytics

Tips & Tricks


Avoid displaying errors as #DIV/0 or #VALUE!
If you want to avoid displaying Excel errors in the report use the
Excels IF function and the ISERROR validation:
=IF(ISERROR(G17/F17);"-";(G17/F17))

IFS/Business Analytics

Tips & Tricks


Window Options
To use window option in a report, e.g. if to display gridlines or not,
reached from View tab form the menu option Tools/Options, you
need to set this option in the end-user mode, i.e. in the processed
report. If this is set in design mode it will not affect the final report.
Zoom %
To use zoom % for a sheet you need to set this option in the enduser mode, i.e. in the processed report. If this is set in design mode
it will not affect the final report.

IFS/Business Analytics

Tips & Tricks


Use Excels Formula Auditing Mode to get a better view in Design
This mode shows the 'formula layer' of the worksheet. It widens the
columns so you can fully see the formula. This is especially handy if
you dont use the Plus template of IFS Business Analytics that
displays IFS Functions as text instead of showing #NAME?.
This mode can be accessed and toggled back to normal view by:
The shortcut key Ctrl+`.
From the Menu option found under Tools/Formula Auditing
By adding the Formula Auditing Mode command button to your toolbar, the
command is located under the Tools category.

IFS/Business Analytics

Tips & Tricks


When you need loads of common dimensional information
Extend the range of an adjacent design row/column to cover the
dimensional data and let the first repeater level be based on a nonrepeating dimension item, then display all information in the
extended area.
or
Create an exclusive design row/column and let the repeater be
based on a non-repeating dimension item, then display all
information in the extended area. Add a fact item and color the font
so that the fact value will not be visible; i.e., its the same as the
cells shading color.

IFS/Business Analytics

Tips & Tricks


Change sign on amounts
To show for example revenue as positive numbers and costs a
negative numbers, just multiply the fact item with *-1.
Show amounts or quantities as thousands
To show amounts and quantities as thousands just divide the fact
item with /1000.

IFS/Business Analytics

Tips & Tricks


Remove Error Checking
To avoid error checking, i.e. to risk that a cell will be flagged with a
green indicator in the upper left corner of the cell. Unselect Enable
background error checking, once the design is completed.

IFS/Business Analytics

Tips & Tricks


Import External Data
It is possible to include data from other sources using standard excel
functionality even in design. Note that the information will not be
refreshed by executing the report itself, this has to be initiated by the
user, i.e. Refresh.
It is possible to link information from cells based on external data
into the design. This support will be enhanced in 1.2 with the support
for VLOOKUP & HLOOKUP.

IFS/Business Analytics

Tips & Tricks


Create Start Page in Design for multi sheet reports
Enter Hyperlinks referring to
each sheet in design as
illustrated to the left.
Use the same principle in cell
A1 in each sheet to add an
hyperlink that refers to the Start
Page
Include picture and common
parameter display items

THE DIPLOMA REPORT


FREE EXERCISE

You might also like