Ad-Hoc Analysis on trial balance
Data from trial balance can be transferred in ad-hoc analyses. The main advantage of ad-hoc analysis is possibility to dynamically analyze data in Pantheon. Ad-hoc reports are opened with left mouse click on Trial balance:
Table of contents
- Criteria
- Tab Ad-hoc
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1. Criteria
For ad-hoc same criteria are used as for reports. Criteria can be entered in Report tab or in ad-Hoc tab.
Ad-Hoc is opend with right mouse click on button Report:
2. Tab Ad-Hoc
Data are shown according to selected criteria in Report tab. Ad-hoc window shows accounts, date periods and values.
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Hint
Grid operates as an excel pivot table. Data can also be easily exported in Excel.
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| Values |
Predefined values are Debit Opening Balance, Credit Opening Balance, Debit Transactions, Credit Transactions and Balance Transactions. |
| Colums/rows |
Predefined data that can be used as columns/rows are: Account, Account Name, Year, Quater, Month, Year - Month, Year - Quater |