| Docs Help

AppSource

☰ Contents
General

Setup

Chart of Cost Types & Chart of Cost Dimensions

Entry Transfer

Journals

General

Journal Templates & Journal Batches

Costs

Service Allocations

Allocations

Extended

Budget

General

Journals

Extended

Cost Budget Registers

Reports and Analysis

Edit Evaluations

Execute Evaluations

Appendix

Docs / NCCA Cost Accounting / Reports and Analysis / Execute Evaluations

Execute Evaluation

2023/05/19 • 7 min. to read

Via the actions Execute, Show Matrix, Print and Export to Excel an evaluation can be executed.

Execute

Executes the evaluation with the action specified in the Default Action field of the evaluation.

Show Matrix

Displays the result of the evaluation in a matrix.

Fields
Codes	Specifies the Codes for the line. The Show Line Codes field of the evaluation determines whether and if so, which codes are displayed here.
Description	Specifies the description for the line.
Filter	Specifies the filters for the line.
Column 1 to Column 12	Displays the column value for the line cost dimension value. Click on the field to perform the currently specified Click Action.

Actions

Period
Go to the previous/next period. The action is displayed only if the Date View of the evaluation is enabled.
Set
Go to the previous/next set of data.
Column
Go to the previous/next column.
Click Action
Click the action to specify which action should be performed when you click the results.

Open with Filters This opens the Chart of Cost Dimensions for the cost dimension of the line with the corresponding filters of the line/column.
Show Filters All filters (including all hidden and overlapping filters) that were used to calculate the result are displayed in a message.

Print
Prepare to print the evaluation. A report request window opens where you can specify what to include on the print-out.
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.

Print

Prepare to print the evaluation. A report request window opens where you can specify what to include on the print-out.

Note

If it is not an ad hoc evaluation, the action can also be scheduled. The following applies for scheduling:

As soon as the evaluation has been created, a message appears in the Report Inbox. The evaluation can then be opened directly via the Report Inbox.

Options

Note
If you change the options when printing, this does not affect the existing or saved evaluation, but only the result of the evaluation currently being created.
Evaluation Code	Specifies which evaluation should be printed.
Description	Specifies a description for the report.
Date Filter Calc. Date	Specifies the date for calculating the IDs (placeholders) of the date filters. For more information, see Reports and Analysis, Edit Evaluations, Date Filter IDs.

Lines
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 to be shaded.

Columns
Column View by	Specifies by which period values should be displayed in the evaluation when the Date View is activated.
Column Header	Specifies whether the codes, the names (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.

Filter
Date Filter	Specifies a filter that will be used to filter the values. It is possible to specify parameters in date filters, which will be converted when the evaluation is executed based on a calculation date. The calculation date is suggested based on the Work Date and the Date Filter Calc. Date Formula.
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.

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.

Note

If it is not an ad hoc evaluation, the action can also be scheduled. The following applies for scheduling:

As soon as the Excel workbook has been created, a message appears in the Report Inbox. The Excel workbook can then be opened directly via the Report Inbox.

Options

Note
If you change the options when exporting, this does not affect the existing or saved evaluation, but only the result of the evaluation currently being created.
Evaluation Code	Specifies which evaluation should be exported.
Description	Specifies a description for the report.
Date Filter Calc. Date	Specifies the date for calculating the IDs (placeholders) of the date filters. For more information, see Reports and Analysis, Edit Evaluations, Date Filter IDs.

Lines
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.
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.
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.

Columns
Column View by	Specifies by which period values should be displayed in the evaluation when the Date View is activated.
Column Header	Specifies whether the codes, the names (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.

Filter
Date Filter	Specifies a filter that will be used to filter the values. It is possible to specify parameters in date filters, which will be converted when the evaluation is executed based on a calculation date. The calculation date is suggested based on the Work Date and the Date Filter Calc. Date Formula.
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.