(3. Web Reporting Fundamentals) Creating Reports Flashcards
Matrix reports display data from ___, time, versions, ___, and ___ in your model.
Accounts, attributes, dimensions
In Matrix Reports, “Design Elements” you can add to reports include…
- Images
- Report segment
- Blank space
- Custom header
- Report segment
- Blank space
- Custom header
In Matrix Reports, “Parameters” allow users to ___ the filtering without modifying the report.
Adjust
Model reports display data from ___ sheets.
Modelled
Model reports can have parameters. True or false?
False (only matrix reports).
A report automatically selects a Version and Time based on the default version from the Reports Overview page, if the report does not include these elements. True or false?
True
A report automatically selects a Level based on the assigned levels of the user. If the user has multiple assigned levels, the report ___ the data from the assigned levels.
Sums
Reports display values in the ___ currency, which is the currency assigned to the top level, in either of these scenarios:
1. The report does not include any ___.
2. The report has multiple levels with ___ currencies.
Corporate
1. Levels
2. Different
“Tiers” of Elements are like blocks of one or more elements. True or false?
True
On reports, “Segments” allow you to create different combinations of ___ on reports. E.g. Actuals FY22, Budget FY23.
Elements
When you add multiple segments, each segment must contain the same elements. True or false?
True
Once you place an element in the Filters area, you can also place it for rows, columns, or the sheet axes. True or false?
False (you can however use the Filter as a Parameter).
Elements used as Parameters must already exist on the report, in the rows, columns, or filters. True or false?
True
Benefits of using Parameters is they…
- Save Time
- Self-service
- Dynamic updates
- Multiple Elements can be added
- Multiple parameters can be used
- Save Time (reduces time spent modifying reports)
- Self-service (by reducing the number of reports an administrator has to create and manage.)
- Dynamic updates (updates automatically as time passes, such as a rolling forecast).
- Multiple parameters can be used (up to 20).
You cannot display splits in reports. True or false?
False
If the Add Report Note option is unavailable (grayed out), what should you do?
- Refresh report
- Save report
- Select a valid Version
- Save report (You can only add notes after saving a report from the report viewer.).
You can add calculation elements to a ___ report to show variances in data, metrics, and percentages.
Matrix
There are 3 calculation types in reports. They are…
- Ratio
- Subtotal
- Difference
- Percentage
- Custom
- Subtotal
- Difference
- Custom (creates a formula that refers to the elements that are in a tier.)
Conditional formatting is only available on matrix reports. You can apply it to the row, column, and sheet axes. True or false?
True
You can apply conditional formatting to filter elements, segments, or parameters on Matrix reports. True or false?
False
Calculation best practices in Reports include…
- Reference Elements of the same ___ Type.
- Create a ___ first.
- Reference Other ___ of the Same Data Type.
- Data (e.g. a calculation on accounts should only reference account elements.)
- Tier
- Calculations
You cannot use Attributes in Reports. True or false?
False
What are some benefits of using Attributes in reports?
- Easy maintenance as your report will automatically capture new Levels and Dimensions tagged with attributes.
- Faster report speeds due to attributes filtering the data.
- Easier to import and view data into reports.
- Easy maintenance as your report will automatically capture new Levels and Dimensions tagged with attributes.
- Faster report speeds due to attributes filtering the data.
When you use an attribute in a report, you do not need to include that element in the report design. True or false?
True (e.g. if you use a level attribute in a report, then levels are not required in the report design.)
A ___ report is good for creating multiple iterations of the same report e.g. revenue by department, or income statement by cost centre.
Repeating
You can change the names of the level attributes before running the report. True or false?
True
___ reports save time and ensure consistency when creating new reports that use the same configurations of elements.
Reusable
What ways can you interact with reports?
- Explore data
- Drill into
- Export cell
- Run formula
- Adding notes
- Exporting reports
- Explore data
- Drill into
- Adding notes
- Exporting reports
A snapshot report is a ___ image of a report that records information for a specific moment in time. With snapshot reports, you can archive a report so that changes in your instances do not affect any report data, including annotations.
Static
You can drill-down into snapshot reports. True or false?
False
You can create ___ to automatically generate and distribute recurring ___ reports.
Schedules, matrix
To schedule reports, you must have the following permissions in your assigned permission set:
- Create Shared Reports
- Create Reports
- Create Report Schedules
- Send Notifications (only if you want to notify other users).
- Create Shared Reports
- Create Report Schedules
- Send Notifications (only if you want to notify other users)
A report book is a compilation of multiple reports that you generate with a single request and store together. True or false?
True
A report book can include any of the following report types…
- Live or snapshot reports.
- Photo albums of graphs and charts
- Matrix reports.
- Model reports.
- Transaction reports.
- Static files.
- ZIP files
- Live or snapshot reports.
- Matrix reports.
- Model reports.
- Transaction reports.
- Static files.
If you share a report book with other users, they can only view the files that they have permission to access. True or false?
True
