Operational Data · Track 2 · Tutorial 4 of 8
Add operational data rows to row/column reports
A management report reads better when the units sit beside the revenue. An Operational Data row adds a dataset to a row/column report, broken down the way you choose, with a total.
1Add the row
- Open the Management P&L in the editor, click a blank row, and choose Operational Data.
- In Operational Data, choose Units sold. With Product its only breakdown, no Breakdown choice appears.
- Under Include Entities, leave both companies ticked.
- Under Include Product, leave every product ticked, and click Add Row.
Each dataset is listed once; when it has more than one dimension, or accounts, Breakdown chooses which one the rows are split by, and the block is named after it, such as Units sold by Product. Include Entities appears when more than one company has the dataset; untick one to read the rest.
2Read the block
- Click Save, then View.
Check
The report shows a Units sold by Product heading, a row for each product, and a Total Units sold by Product row. Each product’s month is both companies’ figures added together.
For a quarter or a year, a dataset on Sum adds the months and one on Last Period shows the last month, blank if that month has no data. A formula row can use the block’s total by its name.
3If something goes wrong
| What you see | What to do |
|---|---|
| There is no Operational Data row type | The group has no operational dataset with rows. Load one first. |
| Select at least one option for this row. | Tick at least one value under Include Product. |
| Budget and forecast columns show 0 for the block | Each column reads its own scenario, and the dataset has no rows in that one. Load the budget or forecast as in Load budgets and forecasts. |
Want more detail? See the documentation