Comments on: Top 12 FRx Tricks

By: Anita Prater

Anita Prater — Thu, 10 Jun 2010 17:38:16 +0000

Thanks for the quick reply.

Are you saying to use Column D in addition to the account filter? Or use the tree feature in column D to get to the specific data?

I didn’t pursue a tree for the row specific info because the Profit Center is subsidiary to the office, so if I create an OFC and PC tree then I couldn’t figure out how to get to my profit center specific information for the row – it would be by office and each office would have each profit center and I couldn’t represent on a single line.

If build a PC / Ofc tree then I can get the overall PC segment for the row, but then don’t have the ability to select the Ofc specific unit for the office report.

example:

Birmingham
PC5000
PC5001
PC5002
Atlanta
PC5000
PC5001
PC5002

vs. PC5000
Atlanta
Birmingham
Dallas
PC5001
etc…

My rows need to work for both the Summary/Consolidated Report and a per Office report.

Salaries – PC5000
Salaries – PC5001
Salaries – PC5002

Only certain rows need to be limited to a specific profit center, other rows are representing all of the data.

Perhaps I’m just still missing something on this. Definitely need to step away from it for a little while; I’ve been going round in circles too long! Thanks

By: Jan Harrigan CPA

Jan Harrigan CPA — Thu, 10 Jun 2010 17:13:22 +0000

Hi Anita…I had a question about this just the other day so I should probably post on this sometime soon. The full account in the row will override the reporting tree as you’ve already discovered. The solution is to use column D in the row format to restrict an individual row to a certain reporting unit (or rollup of reporting units). Jan

By: Anita Prater

Anita Prater — Thu, 10 Jun 2010 16:25:21 +0000

Is there a way to filter an account row and make it work with a reporting tree? Our account structure has an acct-ofc-dept-profit center. I am filtering some of the rows in the row format to specific profit centers (ie. 510000-????-????-5210) but because the row formatting is overriding the tree when I try to run the reports by office with an office tree I’m getting duplicated values.

Any tips or tricks for doing this? Or can’t be done?

Thanks in advance!

By: Jan Harrigan CPA

Jan Harrigan CPA — Thu, 10 Jun 2010 14:07:52 +0000

Thanks Marie! Looking at the demo reports is a great way to learn. You can pull individual building blocks by using File>Save As, but if you want to pull an entire report over along with the report catalog, it’s easier to Export it from the Company>Specification Sets window, then import it into your company spec set in the same window.

By: Marie

Marie — Wed, 09 Jun 2010 14:14:19 +0000

Thanks. This helps a lot. Doing research on how to copy canned report settings from the demo company FW to my company. Any ideas?

By: Jan Harrigan CPA

Jan Harrigan CPA — Fri, 30 Oct 2009 00:21:21 +0000

Reece, thanks for your comment and I really liked the link. VERY interesting. Nice to see people using FRx in unexpected ways. Jan

By: Reece Mak

Reece Mak — Wed, 28 Oct 2009 06:19:41 +0000

I look forward for more tips and tricks
about your 1 click report generate
I am using batch to do that.

For more information, please look here. It is very useful.
http://support.microsoft.com/kb/964873

I hope you can do an article on rolling qtr report b/c I need more help with that.

By: Jan Harrigan CPA

Jan Harrigan CPA — Wed, 29 Jul 2009 16:16:09 +0000

Yes, in fact I have a post on how to do just that. Do a search (at the top of the page) for ‘hyphens’ and you will find it. Jan

By: robert

robert — Tue, 28 Jul 2009 21:50:25 +0000

In FRx, is there a way to replace a zero amount with a “-”? I only see option to display a 0 or “”.

Thanks!

By: Justin

Justin — Mon, 23 Feb 2009 16:26:34 +0000

Oops…saw the answer on one of your previous posts from Jan 2007. Problem solved. Great site by the way – very useful tips.