Report Design

Mar.

15

2012

Using MR Dimension Value Sets

by Jan Harrigan CPA

(Update—there’s been a terminology change since I wrote this! I originally wrote about Dimension Sets, but in MR 2012, Dimension Sets are now called Dimension Value Sets. And just to make things tougher, Dimension Sets now refer to something completely different. Gotta love it. Anyway, I’ve edited this post to reflect this change.)

I was recently asked about my top tip for faster easier reporting in Management Reporter.

It didn’t take much thought—my answer was using Dimension Value Sets. They can streamline and simplify and ease maintenance.

Set up a Dimension Value Set once, use it across multiple building blocks, and maintain it in one place. What’s not to love?

Well I’ll tell you what’s not to love—there’s a bug that won’t let you subtract an account. To be precise, you can subtract it in the set, but MR won’t do what you say (I can’t help but be reminded of my husband). Let’s hope for a fix soon because these are a good investment of time. (Update—this has been fixed.)

OK one more thing—migrated FRx reports do not take advantage of this type of design. So it’s always good to review migrated FRx reports with an eye for this type of improvement.

So without further delay, here are a couple of examples of how you can use already-created dimension value sets. They’re not just for rows anymore! [click to continue…]

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Sep.

1

2011

Top Four Things Beginners Should Know About FRx

by Jan Harrigan CPA

I recently ran up to Dallas to give the FRx presentations at GPUG’s BIFocus event.

Today I’m going to share a very small portion of my “FRx for Beginners” presentation—the top four things that newcomers should know about FRx. Following that, I’m going to depart from business-only content and share some fun facts about Cowboys Stadium.

Without further ado, here are the top four things that beginners should understand about FRx: [click to continue…]

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Video: How to Create a Trend Report in FRx

September 1, 2011

Hey this is an FRx how-to video that I did a while back. It’s my first screen recording, and the volume is low, so I meant to re-record it. Well…THAT never happened. So here you go as-is. This is how to create a trend report—January through December side by side. (Definitely works just the same [...]

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Using FRx or Management Reporter for Nonprofit Financials

July 5, 2011

I’ve done a lot of work for nonprofits over the last couple of years, and I’ve come to one conclusion—they’re all different! Just like for-profit companies, they each have their own idiosyncracies and their own reporting requirements. What a surprise, huh. But there are some things that you’ll see in many nonprofits, and that’s what today’s post [...]

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How To Simplify FRx Departmental Reporting

September 13, 2010

This is the third in a series of posts on simplifying FRx. Once upon a time many years ago, I was helping a large publicly held client with some FRx reports. One of their reports had an incredibly long row format (thousands of rows), and it took FOREVER to run. Upon closer examination, I found that [...]

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How To Simplify FRx Catalogs

September 3, 2010

This is the second in a series of posts on simplifying FRx. In almost every existing FRx implementation, I run across opportunities to simplify, meaning reduce, the number of catalogs (aka reports). That often translates to fewer rows, columns, and trees. I really love doing this because it means the client ends up with way [...]

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Simplify FRx Totals and Calculations

August 23, 2010

This is the first of a series of posts on how to simplify FRx. It’s so easy to make FRx harder than it should be. And it’s not only harder to set up but way tougher to maintain. In this post I’ll give some real world examples of simplifying FRx totals and calculations. I’m using Before [...]

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Get More Information From FRx Using Transaction Detail Drilldown

June 28, 2010

Something fishy with an account balance? It’s nice to be able to drilldown in FRx instead of going to the GL. Saves a few steps. I’m not going to show you what the finished product looks like because I’m in a demo database and the transactions look pretty tacky. But suffice to say that there’s probably [...]

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The Perils of Page Breaks in FRx

June 21, 2010

Adding a page break in FRx is laughably easy—sort of. For the most part, you should use the Format Code PI in the row format instead of the PB code. Why? Well, PB doesn’t actually stand for Page Break. It means “give me a new page for a balance sheet, and skip all those messy P&L [...]

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FRx Shortcut—Use Launcher Instead of Chaining

June 4, 2010

What to do when you want to run several FRx reports? Run them one at a time? Well, most people turn to Chaining in the Output tab. That’s all well and good, but often I like to use Launcher instead. It’s fast and there’s no setup involved. (Launcher was technically designed to allow non-designer users to [...]

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