Datascope System

Basics

The DataScope Screen

Query: NOTE: The query can be hidden by clicking the small bar with the 2 up arrows under the query.

Fields: All available fields that are not currently on the Grid, and not hidden are available. You can click the drow-down arrow on these fields to filter data.

Field List: Normally hidden, this popup window contains hidden fields. To display this list, right click in the Field area and select show Field List. Once open, you can drag fields back and forth to control which items are hidden.

Data Areas:

• Data
• Row
• Column

Good Data Setup for Data Scope

• Consistent use of classes

e.g. customer classes, product classes, vendor classes

• In General Ledger use Groups

Creating a Good Query

DataScope queries are similar to a query export query. A few key points...

• By using an alias,e.g. (,plant_no "Plant",name "Customer Name",ext_price "Sales Amount" ) you can improve appearance. By putting the alias in double quotes, you can add spaces and the case of the letters will carry through to the field headers.
• Repeat the date fields to allow for multiple presentations of the date (mo,year,qrt). For example (Select trx_date mo,trx_date yr, trx_date qtr, ) for dates and (ext_price "Avg. Price",ext_price "Pct. Change") for amounts.

Data Fields

Right Click Options:

• Format - Default is $0.00. For Quantity, changing to 0.00 recomended. For many financial reports $0 format improves presentation.
• Select Summary Type - Default is Summary. See Advanced Options for more.

Column/Row Fields

Grouping Options vary base on field type:

• Date fields can be grouped by Month,Quarter,Year etc.
• Numeric fields can be grouped by Tens, Hundreds, Thousands.
• Alpha fields can be grouped by First Letter.

Advanced Features

Advanced Summary Types

• Weighted Avereage: Useful for showing Average price. To use the you need to base it on a Numerator field such as EXT_PRICE (Total Sales) and refer to a Denominator field such as QTY_SOLD. The Summary Type of Average does not accurately determine an average price ... it will average each price used, but not take into account the quantity of each sale.
• % to Column Total: Could be used in a sales report to indicate the percentage of total sales that each Salesperson sold (when sales person is set as a Row Field).
• % to Row Total: Similar to % to Column, just goes across each row.
• % to SubTotal: Useful in an income statement where you want to compare values to Total Sales.

Advanced Summary Variation

• Value: Shows the change in value from the previous cell on the row. Examples include change in sales this year vs. last year. Also excellent for financial statements.
• Percent: Shows the percentage change in value from the previous cell on the row. Examples include change in sales this year vs. last year.

DataScope Examples

Download DataScope Setup File - This file contains several predefined reports for multiple applications. Last Updated December 5, 2007.

DataScope Examples - Sample DataScope Reports.

DataScope G/L Finanacial Statements - G/L Financial Statement Setup with DataScope.