Skip to content

Relationships page

Dimensions > Account > > FST & KPI > > FST items > Relationships

Purpose of the page

This page shows the relationships between accounts and financial statement template items. It allows you to create relationships for account nodes and to set which single accounts of the node to include or exclude from the definition.

Action buttons on this page

Element Description
This filters the data shown on the page.
This adds a row in order to create a new relationship.
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.
This cuts a financial statement item in order to move it to a different position.
This pastes a cut item underneath the selected item.
Definition result This opens the Definition results page, which shows the detailed result of applying the selected relationship formula.
Deployment This calculates all the relationships triggered by the insertion of a new account or node in an FST item.