1. Create columns/rows:

Under Configuration in the Web Client, you'll find the following menu. Clicking the Report Design button takes you to an overview where you can create amount types/formulas and dimensions.

The amount types appear in the Quick Report as a selection for columns and the dimensions as a selection for the structure (rows and also as a column filter [see Quick Reports short documentation]).

In principle, a selection is already provided, but if fields are still missing, you can add them or request them via support.

1.1 Create dimensions:

Main group, subgroup and entry name are the representation in the designer of the selection fields.

Dimension : here you can select an existing dimension in the selection.

Visibility Description: here you can set whether you want to display only the name, code or both.

General with turquoise marking = main group
General with red marking = subgroup
Fields marked yellow = entry names/selection fields

1.2 Amount types and formulas:

Similar to the dimensions, the main group, subgroup and entry name (   ). Then, whether a formula or amount type is created here.

Unique caption is the column name that is displayed on the web.

1.2.1 Create amount types:

The Analysis field must be filled in if the column is an amount type . Here, you must then select from the available entries .

You can find out which amount type is correct either by analyzing the current imports (which fields are retrieved from the ERP system and in which amount types are these values saved - please note that there are some more complex amount types that access multiple data tables and can only be analyzed using the extended amount type) or if you want to use an amount type from an existing Web Client report, you can see this amount type in the drill-down report.

Decimals : here you can specify how many decimals the value should display.

 ATTENTION : If the fields/amount types are being analyzed during an ongoing import, please do not make any changes without consulting a BI4C employee! This is because this data is already being used in reports, and this could lead to problems during the import and/or incorrect data in the reports.

How do I access the drill down report?

By clicking on a cell in a value column and then double-clicking/clicking on the magnifying glass . A new tab will then open, and you can load the report by clicking on the blue circle:

In this drill-down report, you can extract some information – including the amount type in the header and, based on the task type, which import job(s) are used:

(If the data comes from only one import, you can see the task type in the first row. If there are multiple data sources, they appear as columns in the table below.)

Where can I find the imports:

Configuration – Data imports:
(more information about data imports can be found in the BI4C documentation - Data Imports)

By default, only imports that have been set to favorites are displayed. However, when analyzing data, it may be necessary to expand or remove this filtering.

ATTENTION : If the fields/amount types are being analyzed during an ongoing import, please do not make any changes without consulting a BI4C employee! This is because this data is already being used in reports, and this could lead to problems during the import and/or incorrect data in the reports.

Where can I analyze amount types

(Which data tables and filters were set?):

Configuration amount types:

(Further information on extended amount types can be found in the BI4C documentation – Creating dimensions, data tables and extended amount types)

ATTENTION : When analyzing amount types, please do not make any changes without consulting a BI4C employee! This is because this data is already being used in reports, and this could lead to problems during the transfer and/or incorrect data in the reports.

1.2.2 Creating formulas:

Formulas are also created under the Amount Types and Formulas button.

Here too, the main group, subgroup and entry name (  ). Then, whether a formula or amount type is created here.

Unique heading is the column name that is displayed on the web.

The type to be selected here is Formula .

Suffix : if you want a percentage, you can set this by entering %.

Decimals : here you can specify how many decimals the value should display.

Formula : Formulas are already created by default -> deviation in %, deviation abs., difference and individual formula.
When creating formulas, the comparison field and reference field must always be used with the correct parentheses. It's best to use existing entries as a guide.
E.g. {1:Comparison field}-{2:Reference field}

Which columns/fields this affects in the respective report must be set in the report designer by making the correct entries in the formula column: 

The custom formula allows you to perform calculations in the report designer yourself (without a predefined formula) by assigning codes to the columns used and then calculating with these in the Custom Formula column:

A $ must be added after the column code. For example, FIBU$-FIBUVJ$

2. Date fields

2.1 Create a date range:

In principle, standard fields are already created here, but if a new date range is desired in the selection, this can be expanded in the report design under the menu item Quick Date Fields .

Here you can specify whether you only want a cut-off date or a specified date range or month range .

By clicking the Add button, a new line appears in which you can define the code and description of the new date field.

Then click Change to set the date range .

In this example , a start and end date were created. The start date was defined as the beginning of the year. On the web, a month selection would be displayed here (e.g., Jan-Sept):

For date usage and extended date granularity, please refer to the BI4C documentation Placeholders for Date Functions. This document describes the selection fields.

2.2 Date adjustment:

In the date adjustment you can create fields that shift the time period of the date fields.

For example, if a row is created with the previous year, you can then select the previous year in the date range when creating a column in the Quick Report Designer. This selection allows for comparisons between different periods.

Here, too, standard fields are already created. If you need additional selection fields , you can add them by clicking the Insert button. Then click Edit to define the entry.

In this example, the previous year (same period as the current year) was set:

For the start and end date formulas you can again use the BI4C documentation Placeholders for Date Functions .