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Define the keys and sorting order for the Profitability Analysis report

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The following describes how to define the keys you want in your report and the sequence in which you want to sort the information on the report.

The order in which you define the information on the various pages is entirely up to you. Regardless of the order of completion, the system performs a cross validation for the combination Balance types/Keys for sorting. The result is as follows:

  • If you have not previously created any calculation, all keys from the System statistic key definition file will be available for selection and sorting.
  • If you previously created a calculation on the Calculation page, only those keys that are valid for the Balance type(s) in the calculation will be available for selection and sorting.
  • If you have not previously created a calculation, but plan to after you define the keys and their sorting order (on this Sequence page), the system will perform the same cross validation and remove those keys which are not valid for the Balance types you include in the calculation, (you will receive a warning message about this). So what you started out with may not be the end result.

To define the keys and sorting order, do as follows:

  1. Select the Manage PA definitions menu item and open the applicable definition (if this has not already been done).
  2. Toggle to the Sequence page. This window is blank by default.

    3. You have the option to work in two different modes:

    1. Basic key mode which allows you to create your own set of keys from which you can make a selection, or
    2. All key mode where you can select from existing keys

    Note: The keys available in All key mode depends on whether or not you have previously created a calculation on the Calculation page. If you have not previously created a calculation, all keys from the System statistic key definition file will be displayed and available for selection. If, however, you have created a calculation, only those keys that are valid for the Balance types in the calculation will be displayed.

    Create your own set of basic keys
    To create your own set of basic keys, you must first add them from the All key list. Click the Display all keys option. Select the keys you want and click Add to basic keys. Switch to the Basic key mode (by clicking this option) to see the added keys.

    Include the keys in the selection
    To include the keys in the selection, select the key (from the Basic key list, alternatively All keys list) and drag and drop them to the Selected sequence box.

    As you add them to the Selected sequence box, they disappear from the Available keys box. The sequence flow is also outlined in the bottom right hand box.

    Note: You can rearrange the sequence by selecting the key and dragging it to the desired location. All information is updated accordingly.

    When finished you are ready to define the selections.

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