Report - Analysis

Choose the model from which you want to get the report and choose a report option.

Open workbook data or Consolidation

By choosing the option "Open workbook data or Consolidation" and press the button "Generate report" you will get the report includes all elements of IS2007 in this case.

Customize template

You will see this consolidation result :

This is consolidation of all books.

Report cross information

By choosing the option "Report cross information" You will have the choice among eight types of schemes for your reports.

Report pivot table

By choosing the option "Report pivot table" You will have the opportunity to get the report of the elements you may indicate.




Visualizing information with Advanced Reports.

Consolidator Enterprise for Excel not only consolidates data -you can also use to make the most out of it and better analyze it by using a powerful reporting system that includes from Pivot Tables to cross sections at different levels.
In the right pane under Space of analysis data a structure will be loaded automatically.
This section will allow you to create different types of reports.
You can see in the circled area the same consolidation tree structure as in the left pane but with blank checkboxes by them, so you can select the books that will be part of the reports.

Scroll down the pane and you will see a section called Row Labels, which shows a number of items, from Units to Net Income/Unit . These items are created from the Template and the add-in has recognized them because they were colored using Consolidator Enterprise.

Continue scrolling down and you will see a section called Column Labels and shows the items January to December. These items are created from the Template and the add-in has recognized them because they were colored using Consolidator Enterprise.

Select the following items to generate reports:

You will get the following Pivot Table:

Another type of report is the cross section report. Included in this version are 8 sample report templates or forms to see how it operates.

In this example, click OK to work with the default option.
click on the Data Analysis item and click on the generate report button , as shown in the figure:

You will get the following Report:

If you want to save this selection of items for future reports, click on the Save button.

You have finished the example.

Some important restrictions should be taken into account:

  1. Once you have created the consolidation model, you should not rename it, neither manually nor using the add-in.
  2. Once you have assigned a Template, you cannot replace it with another.
    -If you need to make many changes to the Template, make them on the existing Template; this can be done provided you have not the consolidation tree yet.
    -If you have already created the consolidation tree, remember that all consolidation tree items are copies of the Template.xls book.
  3. If you need to make changes to the Template when there already is a consolidation tree, you had better create a new model.
  4. Remember that each book in the consolidation tree has a sheet with the same name as the model; you should not rename it or Consolidator Enterprise will not recognize it for consolidation.
  5. Do not use other color palettes. Leave the default palette for your Templates; otherwise the Reports section will not work. As you may have already noticed, this section works by coloring the Row and Column cells you want to filter in the reports.
  6. The only manual action you can make is to give format to the template, provided there is no consolidation tree yet. Books sent to be filled out and returned with data should overwrite the original ones in the same folder, since the add-in will look for books to consolidate in the same folder as they were created.