Build calculation
In the Presentation Tree Role, constructing and managing calculations is crucial for maintaining the accuracy of your financial data. This guide will lead you through the steps to create, update, and manage these calculations, ensuring that your data is both well-structured and correctly validated.
Build Calculation
1. Begin by selecting the desired Presentation Tree Role, then right-click on it and choose "Build Calculation" to open the calculation screen.
2. Find the "plus" icon next to elements with Label role "totalLabel" and click it. This action will display the total item to the calculation pane, setting the foundation for the calculation.
3. Identify the child elements related to the total item. You can either select a single element or multiple elements. Once selected, drag and drop these elements into the calculation pane to include them in your calculation.
4. Elements with negated labels will be in red, making them easily identifiable and ensuring you’re aware of any elements that could affect the overall totals.
5. If you need to remove an element from the calculation pane, select it, and it will be highlighted. Then, drag and drop the element back into the list to remove it from the calculation.
6. Any discrepancies between expected and actual values will be displayed in the calculation pane in the difference, allowing you to make necessary adjustments. If a value needs to be negated, you can set this option, which will flip its sign and highlight the value in red.
7. Once the values are calculated correctly—it will be indicated by a "0" difference and a green checkmark.
8. Then click "Save" to finalize the calculation. A green checkmark will appear next to the total value, confirming the calculation has been successfully saved.
9. If you need to create additional calculations for the same total item (using the same parent element with different child elements), click the "Add Calculation" icon and repeat the process.
Manage and Update Calculations
1. To review an existing calculation, click the "Show Calculation" icon next to the total values. If adjustments are needed, select the "Edit" icon to reopen the calculation pane and modify the elements accordingly.
2. If you need to delete a calculation, click the "Delete" icon within the calculation pane. Be sure to consider this action carefully, as deleting a calculation will require you to recreate it if necessary.
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In the Presentation Tree Role, constructing and managing calculations is crucial for maintaining the accuracy of your financial data. This guide will lead you through the steps to create, update, and manage these calculations, ensuring that your data ...