Reporting Platform / Fields¶
DataSet fields form the list of fields that can be used in the Data Browser, Charts, and Budget Entry windows.
Dataset fields essentially consist of a description, the field construction (or any valid SQL syntax) and attributes about the field, for example font, colour etc.
Variables created in the DataSet can be used in the field construction. The keyword ActivePeriod can be used as a variable to be replaced with the current Time Series selection.
The keyword %Var can be used to calculate the percentage variance between two fields.
Any number of field constructions can be combined to perform calculations or formulas.
When new users are created in MAGIQ Performance they adopt the list of dataset fields from the Default user, so it is essential that the Default user is set up correctly.
The sequence of the dataset fields forms the order they are displayed in the right mouse click menu as well as under Fields in the Navigation window. Users have the option to save any field formatting changes in when they exit from Budgeting.
All datasets have the following configuration elements:
Screen Overview¶
save changes.
refresh screen.
find.
replace (only for bespoke datasets).
export settings.
import settings only displays for bespoke datasets.
validates across ALL formulas within the budget fields page.
| Column Heading | Description |
|---|---|
| Name | Enter a name for the field. |
| Field Construction | Enter the SQL statement to gather the required information from the database. For sub module links, the {@CurrentSelectedDrillPath} variable will usually be included in the syntax. |
| Attribute | |
| Total Column | Select either SUM, MIN, MAX, AVG, TEXT or NONE to calculate the Grand Total row on the Data Browser and Budget Entry windows. Note: Multi-layers on the Data Browser and Budget Entry window will only display the SUM fields. |
| Display Layer | Tick the layer(s) that the data for this field should be restricted to, for example, display the employee commencement date only when the Employee layer is reached. |
| Budget Distribution | Used with Multi-Layer Budgeting. Tick to add fields to the list available to choose from when redistributing budgets. |
| Time Series | Tick the box if you want this field to be available on the Time Series Chart window. |
| Target Budget | Tick if you wish this field to be included in Target Budgeting. |
| Use User's Security Layer | |
| Format | From the drop-down box select a number format string to format the field on the Budget Entry window, for example ##,##0;(##,##0) for negatives in brackets. |
| Alignment | From the drop-down box select an alignment for this Budget Entry window field. |
| Is System | These are system fields. Changes are only made by the data and reporting team. |
| Positive Revenue | Positive Revenue will be applied to this field. See also layer parameters. |
Right click Menu Items¶
Cell Editor - this will bring up another window allowing you to enter, edit and view long text.
Insert - Create a new field.
Copy - Copy an existing field.
Remove - Delete a field.
Export to Excel - Export list of fields into excel.
Import from Excel - Import changes/new fields.
Find Find text.
Replace replace certain text.
Budget Commentary and Budget Variance Comments Field Construction¶
For either Budget Commentary or Budget Variance Comments to display in the databrowser, the field construction must be COMMENTS in captial letters, separated by a tilde '~' and the comment name, which is based on what is entered in the control centre
For example:
COMMENTS~Budget Variance