Unit Sets

Form ID: (CS206030)

To define what data will be displayed in each analytical report and how it will be organized, you need to define the row set and column set; optionally, you can define the unit set. Unit sets are used to organize the report structure when the groups of rows and columns included in the report use data from different data sources, or when formulas must be applied to calculate the report values based on the data from the particular groups of columns and rows. For more information about the unit sets, see Unit Sets.

The Unit Sets form, which is part of the Analytical Report Manager in MYOB Advanced, displays the unit sets defined for the analytical reports. You can view or modify existing unit sets, create new unit sets, and delete any unit sets. For each unit set, define the units to be available for the analytical report and provide the unit description.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Copy Unit Set Initiates copying of the selected unit set configuration. If you click this button, you type the new unit set code in the New Unit Set Code dialog box that opens.

Summary Area

This area of the form displays basic information about the particular unit set. You can define a new row set, or you can look up an existing one by selecting its code or using the actions in the form toolbar.

Element Description
Code The unique code used to identify the unit set. You can use up to 10 alphanumeric characters.
Type The data source of the unit set. Select one of the following options:

  • GL: The General Ledger module is used as the data source.

    The data is selected from GLHistory.

  • PM: The Projects module is used as the data source.

    The data is selected from PMHistory joined with PMBudget. One of the join parameters is InventoryID, which is an input parameter of the data source. If PMBudget has no data with the corresponding InventoryID that matches PMHistory, the system returns zero for the respective budget amounts.

    When the Projects module is used as the data source, the Start Period and the End Period selectors of the Data Source Editor list the financial periods by master calendar. For more information about the Data Source Editor, see Data Source Editor. For more information about the Master Financial Calendar, see Master Financial Calendar
Description The descriptive name of the unit set.

Units Area

This area of the form displays in a tabular format the units included in the unit set, along with their properties, which can be modified. You can add a unit to the unit set or delete a unit from the set.

The units in the unit sets are organized in a hierarchical structure, which is displayed left of the Units area on the form. Use the buttons above the hierarchical structure to move a unit up or down or change its hierarchical level.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Unit Attribute Description
Code The unique code used to identify the unit. You can use up to 10 alphanumeric characters.
Description The descriptive name of the unit.
Value The formulas to be used to calculate the values to be used in this unit.
Printing Group The printing group that includes the unit. If you specify a printing group, the data from these units will be printed only in the rows and columns with the same Column Group and Printing Group value.
Data Source The source of data to be displayed in the reports included in this unit group. Use the Data Source Editor dialog box to define the data source.