Set up a statistic line
An administrator adds each statistic, such as headcount or floor area, as a line in Statistics setup. The line says how the figure adds up over time and for the group, and which companies report it. Once a line has figures, its code, its kind and its group figure are fixed.
Add a line
- On the Statistics screen, open Statistic lines and push keys. This opens Statistics setup.
- On the Lines tab, choose New line.
- Fill in the fields below and save.
Only an administrator can open Statistics setup. Administrators and preparers can then enter the figures.
The fields of a line
| Field | What to enter |
|---|---|
| Name | Up to 60 characters, such as Headcount. |
| Code | Uploads and scripts use it, for example UNITS_PRODUCED. Finconsol makes it from the name, and you can change it until the line has figures. It starts with a letter and uses capital letters, digits and underscores, 2 to 24 characters. |
| Definition | What is counted, shown on hover and in Data Health. Up to 500 characters. |
| Unit | For example people, units or sq ft. |
| Decimals | From 0, for whole numbers, to 4. Once the line has figures, you can only add decimals. |
| Negative figures allowed | Tick it for a figure that can fall below zero. |
How the line adds up
Three choices decide how the figure is counted and totalled. How statistics add up explains each one with its effect.
- Kind. Counted on a day, such as headcount or active clients. Adds up over the month, such as new clients or orders. Fixed until changed, such as floor space or branches. A line that adds up over the month can also keep a running total, from a month you choose and an opening figure.
- Group figure. The companies add up. Entered for the whole group. Shown per company only.
- Reporting companies. All companies consolidated line by line, or only the companies you list, from a month you choose.
Good direction, up is good or down is good, decides how a change in the figure is shown on dashboards.
What you cannot change later
Once a line has figures, its code, its kind and its group figure are fixed. Name, definition, unit and the other fields can still be changed with Edit.
Archive or delete a line
- Archive. The figures are kept, nobody can enter new ones, and the code is free again. Archived lines can be restored, as long as no other line has taken the code.
- Delete. The line and its figures are deleted, and the change log records it. A line with any figure in a closed month cannot be deleted. Archive it instead, then create a new line with the same code.