1. One View Financial Statements
  2. Balance Sheet Case Study Task: Add OVFS Components and Elements to the Layout

Balance Sheet Case Study Task: Add OVFS Components and Elements to the Layout

To move OVFS components and elements into the table grid of the layout, complete the following steps:

  1. Navigate to the Rowset section in the Balance Sheet by Business section and drag-and-drop the following list items into the table grid:

    • Account ID Description

    • Current Actual

    • Last Month End

    • Last Year End

  2. In the System section, locate the Time list item and drag-and-drop it in the header area.

  3. In the Report Variables section, locate the Period Ending Date and drag-and-drop it in the header.

  4. Click the Save icon to save your layout.

  5. On the Save Layout form, enter Balance Sheet by Business Unit in the Layout name field, and then click Save.

Caution: If you need to exit the BI Publisher Layout Editor, do not click the Sign Out icon or you will log out of the server. Instead, click the Close icon (the X in the upper right corner of the window) to exit the window.

After you complete the steps in this task, your statement layout should look like the following image:

Balance Sheet by Business Unit Statement: Account Description and Columns Added to Layout