| Docs Help
  AppSource  
Docs  /  NCCA Cost Accounting  /  Reports and Analysis  /  Edit Evaluations

Edit Evaluation


2024/05/08 • 8 min. to read
In NCCA Cost Accounting, Evaluations and the Ad Hoc Evaluation are available.
  • Evaluations

    Evaluations are permanently stored with a specific code.
  • Ad Hoc Evaluation

    The ad hoc evaluation is used to create an evaluation spontaneously from a situation. An ad hoc evaluation can also be saved as an evaluation or loaded from an existing evaluation at any time. The settings can then be changed in the ad hoc evaluation without affecting the actually saved evaluation. The ad hoc evaluation is user related, so each user has their own ad hoc evaluation. The current ad hoc evaluation settings are retained when the page is closed.
Basically, Evaluations and Ad Hoc Evaluations are structured identically, i.e. technically speaking, the ad hoc evaluation is also an evaluation. There are differences only in the General, Fields and in the Actions (ad hoc evaluations cannot be archived, for example). On the NCCA Evaluation Card page or the NCCA Ad Hoc Evaluation page, the general settings of the evaluation (or ad hoc evaluation) and its lines and columns are set up.

General, Fields

In the General area, general settings for the evaluation are defined. A checkmark ( ) in the Ad Hoc column indicates whether the field is also available in the ad hoc evaluation.
 Ad Hoc 
Code-Specifies the code for the evaluation.
Description-Specifies a description for the evaluation.
Current Date Filter Calc. DateSpecifies a date that should currently be suggested as Date Filter Calculation Date when the evaluation is executed. The date is recalculated each time the page is opened and is not saved.

Note

It is possible to specify IDs (placeholders) in date filters that will be calculated and replaced based on the Date Filter Calculation Date when the evaluation is executed. A list of Date Filter ID examples can be opened via the lookup of the field. For more information, see Reports and Analysis, Edit Evaluations, Date Filter IDs.
Date Filter Calc. Date FormulaSpecifies a date formula for the Date Filter Calculation Date.
Fixed Date Filter Calc. DateSpecifies a fixed date that should be suggested as the Date Filter Calculation Date when the evaluation is executed.
Default Action-Specifies how the evaluation should be executed by default.
Add to FactBox pane-Specifies whether the evaluation should be displayed in the FactBox pane of the Chart of Cost Dimensions. For more information, see Chart of Cost Types & Chart of Cost Dimensions, Chart of Cost Types & Chart of Cost Dimensions.
Archive Size-Specifies whether there should only be a certain maximum number of archive entries for the evaluation. If the evaluation is archived and the value is exceeded, the oldest entries in the archive are deleted.
No. of Archive Entries-Specifies the number of archive entries for the evaluation. For more information, see Reports and Analysis, Execute Evaluations, Evaluation Archive.
Date Modified-Specifies when the evaluation was last modified.
Modified By-Specifies the user ID of the person who last modified this evaluation.
Change Protection-Specifies whether the settings of the evaluation may be changed.

Tip

Activate the protection for finished evaluations to protect them from accidental changes.

Lines / Columns

The layout or the structure of the lines and columns of an evaluation is defined by the Line Definition and by the Column Definition. Both the line definition and the column definition can be built as a tree structure. This makes it possible to define complex, nested evaluations with so-called Dimension Loops. By default, a simple cost type list is already suggested when creating a new evaluation. This evaluation can be executed immediately and shows the basic operation of a dimension loop.

Line Definition

The Line Definition field displays information about the first line from the line definition of the evaluation. The symbol indicates that a loop is started in which the values of the dimension are run through. If more than one definition line is set up, the number of lines is shown in brackets. By default, when creating a new evaluation, a dimension loop of type Cost Type is suggested. Click on the field to view or edit the line definition. For more information, see Reports and Analysis, Edit Evaluations, Line Definition.

Line Display Options

The following fields define the default settings for lines when the evaluation is executed. If you change the options later when executing the evaluation, it will not affect the existing or saved evaluation, but only the result of the currently created evaluation. For more information, see Reports and Analysis, Execute Evaluations, Execute Evaluation.
Show Line CodesSpecifies whether the codes of all levels (loops), the codes of the lowest level (loop) or no codes should be displayed in the evaluation.
Align Line Codes RightSpecifies whether the codes should be right aligned on the print-out.
Show Line FilterSpecifies whether the filters of the lines should be displayed in the evaluation.
Show IndentationSpecifies whether the indentation of the lines should be displayed in the evaluation.
Print Alternating ShadingSpecifies if you want every second row on the print-out to be shaded.
Splitted Excel SheetsSpecifies whether a new Excel Sheet should be inserted for each record in the parent main loop of the lines. The setting is ignored if there is no clear unique parent main loop.

Column Definition

The Column Definition field displays information about the first line from the column definition of the evaluation. The symbol indicates that a loop is started in which the values of the dimension are run through. If more than one definition line is set up, the number of lines is shown in brackets. By default, when creating a new evaluation, a column of the type Amount is suggested. Click on the field to view or edit the column definition. For more information, see Reports and Analysis, Edit Evaluations, Column Definition.

Spalten nach Datum

If the Date View field is enabled, the column definition will be displayed for different time periods when the evaluation is executed. The Date View by field specifies the time period after which values should be displayed in the evaluation.

Column Display Options

The following fields define the default settings for columns when the evaluation is executed. If you change the options later when executing the evaluation, it will not affect the existing or saved evaluation, but only the result of the currently created evaluation. For more information, see Reports and Analysis, Execute Evaluations, Execute Evaluation.
Column HeaderSpecifies whether the codes, the text (or the Period for Date View), or both should be displayed in the column header of the evaluation.
Show Column FilterSpecifies whether the filters of the columns should be added to the column header of the evaluation.
Show ErrorsSpecifies whether error information (e.g. Division by Zero) should be displayed on the print-out or in Excel.

Filter, Fields

In the Filter area, general filters for the evaluation are defined. These filters affect the entire evaluation and thus also additionally restrict filters that are set in the lines and columns.
Date FilterSpecifies a filter that will be used to filter the values.

Note

It is possible to specify IDs (placeholders) in date filters that will be calculated and replaced based on the Date Filter Calculation Date when the evaluation is executed. A list of Date Filter ID examples can be opened via the lookup of the field. For more information, see Reports and Analysis, Edit Evaluations, Date Filter IDs.
Cost Type FilterSpecifies a filter that will be used to filter or calculate the values. The caption of the field depends on how the cost type is set up in the Cost Dimension Setup.
Cost Dimension FiltersSpecifies filters that will be used to filter or calculate the values. The caption and number of fields displayed depend on how the cost dimensions are set up in the Cost Dimension Setup.
Work Type FilterSpecifies a filter that will be used to filter or calculate the values.
Budget FilterSpecifies a filter that will be used to filter or calculate the values.

Actions

Ad-hoc-Auswertung, additional Actions

  • Save as

    Saves the current settings of the ad hoc evaluation in a new evaluation or replaces an existing evaluation.
  • Load

    Apply the settings from a saved evaluation. The settings can be changed in the ad hoc evaluation without affecting the actually saved evaluation.
  • Reset

    Resets all settings (filter, line definition, column definition, etc.) of the ad hoc evaluation.

See also




Submit feedback for
DE|EN Imprint
<>