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Docs / App / NAVAX Cost Accounting / Evaluations / Edit Evaluations

Edit Evaluation

2025/08/17 • 9 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. Date		Specifies 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 [Variables] in date filters that will be calculated and replaced based on the Date Filter Calculation Date when the evaluation is executed. As Date Filter Calculation Date the Work Date is suggested. The suggested date can be additionally modified via the Date Filter Calculation Date Formula. For more information, see Evaluations, Edit Evaluations, Date Filter Variables.
Date Filter Calc. Date Formula		Specifies a date formula for the Date Filter Calculation Date.
Fixed Date Filter Calc. Date		Specifies 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.
Disable Matrix Precalculation		Specifies whether the precalculation of the evaluation results should be deactivated when the matrix is opened. The advantage of this is that the matrix is opened faster, as in this case not all results are calculated, but only the results for the part of the matrix that is currently visible. The disadvantage of this is that the display options If Any Line/Column Not Zero cannot be taken into account and all rows and columns are always visible.
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 Evaluations, 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 Evaluations, 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 Evaluations, Execute Evaluations, Execute Evaluation.
Show Line Codes	Specifies 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 Right	Specifies whether the codes should be right aligned on the print-out.
Show Line Filter	Specifies whether the filters of the lines should be displayed in the evaluation.
Show Indentation	Specifies whether the indentation of the lines should be displayed in the evaluation.
Print Alternating Shading	Specifies if you want every second row on the print-out to be shaded.
Splitted Excel Sheets	Specifies 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 Evaluations, 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 Evaluations, Execute Evaluations, Execute Evaluation.
Column Header	Specifies 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 Filter	Specifies whether the filters of the columns should be added to the column header of the evaluation.
Show Errors	Specifies 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 Filter	Specifies a filter that will be used to filter the values. Note It is possible to specify [Variables] 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 examples can be opened via the lookup of the field. For more information, see Evaluations, Edit Evaluations, Date Filter Variables.
Cost Type Filter	Specifies 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 Filters	Specifies 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 Filter	Specifies a filter that will be used to filter or calculate the values.
Budget Filter	Specifies a filter that will be used to filter or calculate the values.

Actions

Execute
Executes the evaluation with the default action. For more information, see Evaluations, Execute Evaluations, Execute Evaluation. This action is not available for the ad hoc evaluation.
Show Matrix
View the result of the evaluation in a matrix. For more information, see Evaluations, Execute Evaluations, Execute Evaluation.
Print
Prepare to print the evaluation. A report request window opens where you can specify what to include on the print-out. For more information, see Evaluations, Execute Evaluations, Execute Evaluation.
Export to Excel
Export the data in a new Excel workbook according to the selected filters and options. This creates an Excel workbook on your device. For more information, see Evaluations, Execute Evaluations, Execute Evaluation.
Archive
Calculates the evaluation with the current settings and archives the result. For more information, see Evaluations, Execute Evaluations, Archive Evaluation. This action is not available for the ad hoc evaluation.
Copy / Import / Export
Creates a copy of the evaluation. Imports an evaluation from a file, or multiple evaluations from a zip file. Exports the evaluation to a file, or multiple selected evaluations to a zip file. This actions are not available for the ad hoc evaluation.
Preview Layout
Displays a preview of all lines and columns that will be created when executing the evaluation, without the results being calculated.

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.