Create analytic view

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

An analytic view is basically a plan you create to assign various costs and revenue to your view and then analyze them.

Example analytic view: Revenue and costs by department

In one or more scopes you then determine which transactions for the chosen period should be analyzed within your analytic view. These form, as it were, the input to your analytical accounting.

If necessary, you can have the transactions for the chosen period of the analytic view automatically assigned in bulk.

Only a user with the 'Portal administrator', 'Portal back office', 'Management', 'Financial administration' or 'External accountant' role can create one or more analytic views.

To set up an analytic view, the following steps must be completed:

• Create analytic view
• Create scope 
• Manage dimensions (for more advanced views)
• Create value 
• Create distribution key (distribute revenue and/or costs across multiple values) 
• Create allocation rule. 

From this screen, a user can also:

• create a scope.

Click on the Financials icon in the navigation bar and then click on Analytical accounting.   

In the now-opened screen, click on the Create analytic view button.

The following screen is opened:

Description (required)

Enter a clear description of your analytic view here.

Company (required)

Indicate here whether the analytic view should be created for all administrations or a specific administration.

Period

Determine here from which start date, and if required until which end date, transactions should be assigned to your analytic view.

After entering the required fields Description and Start date, the Create scope button becomes active.

Create scope

To add a scope, click on the Create scope button.

The following screen is opened:

For a detailed description, see article Create scope.

After creating at least one scope, the Create button becomes active. 

Click on the Create button to actually create the analytic view. The Dashboard of the analytic view will now open automatically.

For a detailed description, see article Dashboard of analytic view.

All transactions that meet the input criteria (scopes) set above for the selected period of a view will end up in the 'Transactions' view by Yuki as to be assigned analytic transactions.

For a detailed description see article View and/or assign analytic transactions.

ATTENTION!

Once one or more values and allocation rules have been created, the transactions to be assigned can still be automatically assigned in bulk to the corresponding values by clicking on the More actions button in the analytic view Dashboard and then click on Assign transactions in bulk.

For a detailed description see article Assign transactions in bulk.