Balance Rules Fields

Here is a description of the fields (in alphabetical order) that make up a Balance Rule.

Key: * – Mandatory field

Field Name   Description
Label   Unique label for balance rule.
Level 1 Label  

The label of the categories by which you group data. The report you want to get at the end of the setup is grouped into certain categories. This category can be just one.

For example, a department when you get the total for each separate department. But more often, up to 7 categories are used in the report.

Such as:

  • Department
  • Project
  • Team
  • Account
Level 2 Label  

The label of the categories by which you group data. The report you want to get at the end of the setup is grouped into certain categories. This category can be just one.

For example, a department when you get the total for each separate department. But more often, up to 7 categories are used in the report.

Such as:

  • Department
  • Project
  • Team
  • Account
Level 3 Label  

The label of the categories by which you group data. The report you want to get at the end of the setup is grouped into certain categories. This category can be just one.

For example, a department when you get the total for each separate department. But more often, up to 7 categories are used in the report.

Such as:

  • Department
  • Project
  • Team
  • Account
Level 4 Label  

The label of the categories by which you group data. The report you want to get at the end of the setup is grouped into certain categories. This category can be just one.

For example, a department when you get the total for each separate department. But more often, up to 7 categories are used in the report.

Such as:

  • Department
  • Project
  • Team
  • Account
Level 5 Label  

The label of the categories by which you group data. The report you want to get at the end of the setup is grouped into certain categories. This category can be just one.

For example, a department when you get the total for each separate department. But more often, up to 7 categories are used in the report.

Such as:

  • Department
  • Project
  • Team
  • Account
Level 6 Label  

The label of the categories by which you group data. The report you want to get at the end of the setup is grouped into certain categories. This category can be just one.

For example, a department when you get the total for each separate department. But more often, up to 7 categories are used in the report.

Such as:

  • Department
  • Project
  • Team
  • Account
Level 7 Label  

The label of the categories by which you group data. The report you want to get at the end of the setup is grouped into certain categories. This category can be just one.

For example, a department when you get the total for each separate department. But more often, up to 7 categories are used in the report.

Such as:

  • Department
  • Project
  • Team
  • Account
Minus Condition  

The condition for CB Tag under which data is summed up with a minus sign.

For example, it is used to show income data with a minus sign in a report while expenses data with a plus sign.

Main Dimension  

The CB Tag type that is used as a source for calculating the reporting entities (Balances).

For example, Entry value, Budget App Amount, Time Report amount, or any other type. The right choice depends on the architecture of the organization.

Label 1 - 7 Field   The name of the CB Tag field from which the data is taken to group the report data.
Drill Down Field   The source CB Tags for gathering data for the required report Drill Down.
Folder   It is used for ease of navigation through the Balance rules.
Balance Amount 1 Filter  

Determines the field number of balance for storing the total amount.

For example, if you want to summarize actual data in the first Balance amount field (Decimal1__c) and the planned date store in the second Balance amount field (Decimal2__c).

To do this, specify the respective condition for source CB Tags.

Note:

The fields are calculated in the jobs from the first field to the fifth. If a tag that satisfies the second condition also satisfies the first condition, its sum will fall into the first field.

Balance Amount 2 Filter  

Determines the field number of balance for storing the total amount.

For example, if you want to summarize actual data in the first Balance amount field (Decimal1__c) and the planned date store in the second Balance amount field (Decimal2__c).

To do this, specify the respective condition for source CB Tags.

Note:

The fields are calculated in the jobs from the first field to the fifth. If a tag that satisfies the second condition also satisfies the first condition, its sum will fall into the first field.
Balance Amount 3 Filter  

Determines the field number of balance for storing the total amount.

For example, if you want to summarize actual data in the first Balance amount field (Decimal1__c) and the planned date store in the second Balance amount field (Decimal2__c).

To do this, specify the respective condition for source CB Tags.

Note:

The fields are calculated in the jobs from the first field to the fifth. If a tag that satisfies the second condition also satisfies the first condition, its sum will fall into the first field.
Balance Amount 4 Filter  

Determines the field number of balance for storing the total amount.

For example, if you want to summarize actual data in the first Balance amount field (Decimal1__c) and the planned date store in the second Balance amount field (Decimal2__c).

To do this, specify the respective condition for source CB Tags.

Note:

The fields are calculated in the jobs from the first field to the fifth. If a tag that satisfies the second condition also satisfies the first condition, its sum will fall into the first field.
Balance Amount 5 Filter  

Determines the field number of balance for storing the total amount.

For example, if you want to summarize actual data in the first Balance amount field (Decimal1__c) and the planned date store in the second Balance amount field (Decimal2__c).

To do this, specify the respective condition for source CB Tags.

Note:

The fields are calculated in the jobs from the first field to the fifth. If a tag that satisfies the second condition also satisfies the first condition, its sum will fall into the first field.
Amount Field   The source CB Tag field from which data is taken for calculating totals. Most often, data is stored in cb4__Decimal1__c.
Column Field (Period)   The source CB Tag field from which data is taken to form report columns. Most often, report columns are months or quarters.
Calculate YTD   If you need a YTD type report, select this checkbox. Recalculating the YTD data totals will take additional time. By default, it is disabled.
Global filter   Typically, the data source needs to be filtered. Depending on the report you want, specify the data source's exact date range. This can be, for example, only actual entries for the first quarter of the current year. The filter is specified in the SOQL format.
Description   Description for the balance rule.

Buttons

Button Name Description
Cancel Closes the balance rule window and shows the balance rule detail page.
Edit Allows you to edit the existing balance rule details.
Delete Allows you to delete the existing balance rule.
New Creates a new balance rule.
Import/Export Import and export to quickly transfer configurations.
Save Creates the balance rule record.
Recalculate Selected Recalculates a selected list of balance rules.
Recalculate All Recalculates all balance rules.