Hello all,
I have been working on an ARM report (Balance Sheet) where I am looking to display the figures by consolidating 2 branches. I have created a unit set for the same, screenshot below.
What values shall I select under the column set for the same?
I used column sets and displayed the branch data in its own column on the balance sheet, then to get a total, I summed the values in each column.
+10
If you’re using a Unit set, then you don’t need to set the branch/company in the Row or Column sets, as the unit set will filter which branch is shown (i.e. Branch A or Branch B, or for Consolidated Branch A + Branch B)
If you’re using a Unit set, then you don’t need to set the branch/company in the Row or Column sets, as the unit set will filter which branch is shown (i.e. Branch A or Branch B, or for Consolidated Branch A + Branch B)
Hey
And I am also looking to display the consolidated figures for both the branches. Will the unit set sum them both automatically in the report? Or I have to add an extra column for total?
+10
The unit set will only display one set of values at a time, so either Branch A or Branch B or Branches A+B (if you’ve added that formula into your unit set)
If you want a column for each branch, then remove the unit set and follow the instructions from
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