Creating reports for your financial data

Once you have created all of the metrics, filters, and other supporting objects for you financial project, you are ready to begin creating reports on your financial data.

When you create these reports, include the following objects on the reports.

To create reports for your financial data

1 Include the attributes used to create the hierarchical organization of the financial line items. Creating these attributes is described in Creating attributes for financial line items. As highlighted in the report below, these attributes provide the names of the financial line items as well as their overall structure:

2 Include the single metric that returns all the data for your financial line items. Creating this metric is described in Returning financial data with metrics. This single metric is highlighted in the report below:

3 Create thresholds that apply any required metric formatting for the different financial line items. For example, some of the financial line items can be formatted as percentages. For any financial line items that should be formatted as percentages, you must create thresholds to apply this formatting. For example, the report shown below has two financial line items at Level2 and one financial line item at Level3 that need to be displayed as percentages.

You create thresholds for the financial items at each level. For example, the thresholds below define the percentage formatting for the financial line items shown in the report above:

4 In addition to these percentage formatting thresholds, you must ensure that the percentage formatting is not applied to any financial line items incorrectly.

For example, by applying the percentage format to the Operating Margin financial line item, this also applies the percentage formatting to the Other Income financial line item. This is because Other Income is within the Operating Margin group. To prevent the Other Income financial line item from using the percentage formatting, you can apply an additional threshold for this financial line item with its required formatting. This threshold should also be included above the threshold for Operating Margin, which ensures that the Operating Margin threshold is performed first, and then the Other Income threshold overrides that threshold. These thresholds are displayed below.

Notice that these thresholds are applied to both the metric values and the subtotal values, as indicated by the selection of the metric and subtotal icon on the far right of the toolbar.

5 In addition to these required objects, you can also include any other attributes required to provide additional context to the financial data.

As you create these initial reports for your financial reporting project, you can take advantage of the other reporting and analysis capabilities available in MicroStrategy. Refer to the Basic Reporting Guide and the Advanced Reporting Guide for additional steps, examples, and best practices for reporting and analysis in MicroStrategy.

Once the reports for your financial data are created, they can be viewed and analyzed using MicroStrategy Web. Features such as outline mode, graphing, and other analysis features can be used in MicroStrategy Web to further the reporting and analysis capabilities of your financial data.