FST&KPI

Dimensions > Account > > FST&KPI

Purpose of the page

This page displays, modifies and creates financial statement templates.

Action buttons on this page

Element	Description
	This filters the data displayed on the page.
	This adds a row in order to insert a new financial statement template.
	This adds a financial statement template with the same characteristics as the one selected, with the exception of the code.
	This cancels the financial statement template contained in the selected row.
	This shows/hides the configuration tabs.
	Enables multi-row selection to allow mass changes.
	Selects the columns to be shown/hidden in the table and those to be locked when scrolling the table.
	Exports data in Excel format. This file cannot be re-imported into CCH Tagetik.
	Exports the data in Excel format so they can be edited and reimported into CCH Tagetik.
	Imports data from a previously prepared Excel file.
	Recode: changes the code associated with FST items.
	FST items: this opens the page in order to work on the FST items. Copy from: this copies the structure of an FST item in order to create a new one. Report unmapped accounts: displays a modal with the report of accounts or items that have not yet been mapped to any financial statement template. The entry is visible if 'Account' is active in the 'Dimensionality' section. In the 'Dimensionality' section, 'Account', 'Control Type' and 'Dimension' can be selected, and one, two, three or four tabs can be displayed from the combination. A PDF file can be downloaded from each individual tab, and it is also possible to download a single PDF file that includes all tabs. Set formula for cube automatically fills the FST items' Formula for cube field of Standard Formula type having the Override formula for cube field disabled Convert SUM formulas to relationships Data processing required by the PowerBI connector to optimise the calculation of formulas containing only sums. It has no impact on other functionalities or on CCH Tagetik's native reporting.