Group key figures are only available on the old controller side in group reports. The key figures are based on the group's specification of accounts and group key figures.

Restoring key figures

You can open the view or perform the action by selecting Controller > Group reports > Group key figures > Restore key figures.

  • Use this function when you want to restore the key figures to their original form.
  • Restore the key figures to the status they had when the elimination company was created.
  • If necessary, also restore the elimination company's default specification of accounts.
  • If necessary, also restore the default key figure views.

Key figures not calculable

You can open the view or perform the action by selecting Controller > Group reports > Group key figures.

  • In the group key figure section, monitor the rows shown in red with the text “Key figures not calculable”.
  • Take the row shown in red for editing.
  • Check and correct the formula of that row.
  • Note that if the specification of accounts has been edited, the formulas may break and must be checked.

Creating a new key figure


You can open the view or perform the action by selecting Controller > Group reports > Group key figures > Add new key figure.

  1. Enter the Name:
    • Enter the name of the key figure.
  2. Enter the Description:
    • Enter the description of the key figure.
  3. Select the Unit to be used:
    • Select one of the following:
      • Euro figure
      • Cumulatively behaving euro figure
      • Percentage value
      • Index value
  4. Define the Source of key figure data:
    • Select whether the data source is a formula or a static value.
  5. Enter the Target value:
    • Enter the target value of the key figure.
  6. Save the new key figure:
    • Note that the newly created key figure will appear in the group key figure view in alphabetical order.

Editing/deleting key figures

You can open the view or perform the action by selecting Controller > Group reports > Group key figures.

  1. Select the key figure to edit:
    • Select the row whose formula you want to edit.
    • Pay special attention to the rows shown in red, whose formulas must be corrected for the key figure to work.
  2. Edit the formula:
    • Open the formula of the row for editing and make the necessary corrections.
  3. Delete the key figure if necessary:
    • Delete the row if you no longer want to use the key figure.
    • Note that the deleted row will also be removed from the controller view group key figures.

Guidance on key figures can also be found at the link below:

Controller key figures

Managing key figure views

You can open the view or perform the action by selecting Controller > Group reports > Key figure views.

  • Note that group key figure views are only available in the group's Controller reports.
  • Note that the key figures are based on the group's specification of accounts (Controller) and group key figures.

Functions of key figure views

  • Restore default key figure views:
    • Use this function when you want to restore the default key figure views.
    • Restore the situation to correspond to the moment when the elimination company was established.
  • Add new key figure view:
    • Add a new key figure view to the controller view.
  • Order of key figure views:
    • Change the order of the key figure views.
  • Editing key figure views:
    • Edit a key figure view and change the name of the key figure view.
    • Remove a desired key figure from the specific key figure view.

More info on key figure views can be found at the link below:

Key figure views

Frequently asked questions

Question: Where are group key figures available?

Answer: Group key figures are only available on the old controller side in group reports, and they are based on the group's specification of accounts and group key figures.

Question: When should I restore the key figures to the default form?

Answer: Restore the key figures when you want to return them to the same status as when the elimination company was created, and when you want to restore the elimination company's default specification of accounts and default key figure views.

Question: What should I do if the key figures are not calculable?

Answer: Take the row shown in red for editing, check and correct the formula, and note that changes to the specification of accounts may break the formulas.

Question: How do I create a new key figure?

Answer: Enter a name and description for the key figure, select the unit to be used, define the data source as a formula or a static value, enter the target value and save the key figure, which will appear in the group key figure view in alphabetical order.

Question: How do I edit or delete an existing key figure?

Answer: Select the row to be edited, correct the formula if necessary and delete the row if you no longer want to use the key figure; the deleted row will also be removed from the controller view group key figures.

Question: How do I manage key figure views?

Answer: You can restore the default key figure views to the status at the time the elimination company was established, add new key figure views, change their order, change the name of a key figure view and remove key figures from an individual view.

Keywords

group key figures, controller, group reports, restoring key figures, key figures not calculable, creating a new key figure, editing key figures, deleting key figures, managing key figure views, key figure views, group specification of accounts, elimination company

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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