Values

Disclaimer

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

In this overview you can see all values that have currently been created for the selected analytic view.

A value is a category to which you can assign transactions that fall within your scope. If you want to work with dimensions within your analytic view, you must link a value to at least one option of a dimension for each dimension used.

TIPS!

• The values you have created are shown as columns in the 'Profit and loss value comparison' and 'Profit and loss by dimension' report.
• The data in the 'Profit and loss by value' report can be filtered by one of the values you have created.

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

From this screen, a user can::

• create a value
• change a value
• delete a value.

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

In the now-opened screen, select the tab of the analytic view for which you want to view the scope(s) and click on the Go to dashboard button.

Then click on the Values tile in the now-opened screen.

The following screen is opened:

The values of the sample analytic view 'Revenue and costs by department' have already been created here:

• Sales department
• Purchasing department
• Administration department
• Support department.

Create value

To create a new value, click on the Create value button.

The following screen is opened:

For a detailed description, see the article Create value.

Change value

Hover your mouse over the line of the value in question, click on the button with the three dots and then click on Edit in the dropdown menu.

The following screen is opened:

Change the relevant data and then click on the Save button.

Delete value

Hover your mouse over the line of the relevant value, click on the button with the three dots and then click on Delete in the dropdown menu.

The following screen is opened:

Click on the Delete button to actually remove the value from the analytic view.