Subtotaling by a range of GL Codes in the Finance Cube

I've been working with my finance director we are trying to pull a number of transactions by state from the Tessitura Analytics transaction cube.

We would like to sub-total by both state and range of GL codes for example:

Earned Income

  • 22#-00-412###-###              Ticket Sales
  • 22#-00-413###-###              Advertising
  • 22#-00-414###-###              Merchandise (posters, books, etc)
  • 22#-00-415###-###              Fees (handling, facility)
  • 22#-00-416###-###              Rentals & Misc

I could do this by creating a number of separate widgets for each of these ranges of GL Codes and do totals by state.

However, my question is can this be done in a single Pivot Table widget with each of the above listed as subtotals by state overall and then by each of these categories.

cc:

Parents
  • I might be missing the idea, but I'm just talking through this: It's certainly possible to have 'Primary Address State' be the first 'Rows' entry, and subtotal by that. 

    It'll then list out the totals, by GL, for each state. 

    Could you use the 'GL Account Segment' metric to break it out still further?

    You're looking to further group things, and subtotal things- the segments  above might work. You'd match up the GLs by the various segments, then find where they start differentiating, then work things from there. Does that make sense? Would that work for you? Again, just theory-crafting.

Reply
  • I might be missing the idea, but I'm just talking through this: It's certainly possible to have 'Primary Address State' be the first 'Rows' entry, and subtotal by that. 

    It'll then list out the totals, by GL, for each state. 

    Could you use the 'GL Account Segment' metric to break it out still further?

    You're looking to further group things, and subtotal things- the segments  above might work. You'd match up the GLs by the various segments, then find where they start differentiating, then work things from there. Does that make sense? Would that work for you? Again, just theory-crafting.

Children
  • ,

    Thanks.  Yes, the Subtotals on the state are a great thing to start.

    At analytic Coffee today I learned about the GL Segment Dimensions.  This is also very cool.

    However, we would really like to subtotal on a sub-segment  In this case say the first three digits of the 3rd segment and the Second 3 digits of the 3 segment separately.

    I hear some rumors that there is some ability to play around with how the definition of segments is handled in Tessitura Analytics.

    Is there anyone out there, with alternate or overlapping segment descriptions?