Reporting: Side-by-Side Balance Sheet with Drilldown

Reporting: Side-by-Side Balance Sheet with Drilldown

How to create a Balance Sheet displaying Assets on one half of the page with Liabilities and Equity on the other half of the page.

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About this course

Jim Hummer from Solver Support demonstrates the process of creating a side-by-side Balance Sheet using Report Designer.  This report is created using SAP Business One data, but the report design concepts are the same for most ERP systems.  Topics covered include:

  • Review of a Balance Sheet in SAP BO with Level 3 data
  • Report Designer template for a side-by-side Balance Sheet key concept review:
    • Adding Assets and Liabilities tabs to contain transaction details
    • Drilling from a side-by-side report to transaction detail via Excel hyperlinks
    • Calculating period profit from all P&L accounts
    • Using <= to sum all periods to achieve an 'as of' balance
    • Automation of report header for your company name
    • Using the Excel formula ="As of " & TEXT(xx, "mmm yyyy") to create a report header As of... date

Posted 10/18

About this course

Jim Hummer from Solver Support demonstrates the process of creating a side-by-side Balance Sheet using Report Designer.  This report is created using SAP Business One data, but the report design concepts are the same for most ERP systems.  Topics covered include:

  • Review of a Balance Sheet in SAP BO with Level 3 data
  • Report Designer template for a side-by-side Balance Sheet key concept review:
    • Adding Assets and Liabilities tabs to contain transaction details
    • Drilling from a side-by-side report to transaction detail via Excel hyperlinks
    • Calculating period profit from all P&L accounts
    • Using <= to sum all periods to achieve an 'as of' balance
    • Automation of report header for your company name
    • Using the Excel formula ="As of " & TEXT(xx, "mmm yyyy") to create a report header As of... date

Posted 10/18