Balance Sheet: Aligning Assets and Liabilities 

Use

You want to use Report Designer to create a balance sheet allowing management to compare assets and liabilities. You want to display assets and liabilities and equities next to each another.

Prerequisites

You need a data provider based on a static section. This would be a query or query view with two structures. For more information about this type of data provider, see Static and Dynamic Sections in Reports.

Procedure

...

       1.      Open BEx Report Designer.

       2.      If required, choose Insert → Page Header to insert a page header into the Report Designer design area.

       3.      Design the page header using the context menu options.

       4.      Choose Report → Insert Data Provider to insert a data provider based on a static section into the Report Designer design area.

The assets and liabilities items are aligned one after the other in the structure. This the way they are normally displayed in the executed report. However, since you want to directly compare the assets and liabilities in the report, you need to proceed as follows:

       5.      Enter the text Assets into the left column header.

       6.      Select the last column in the design area and choose Insert Column (Right) in the context menu. An additional column is displayed. You can use this as a separator between the assets and liabilities.

       7.      To reduce the width of the column, drag the outer border of the new column along the length of the ruler until you reach the required width. 

       8.      Insert two additional columns in the right-hand design area, as described in step 6.

       9.      Enter the text Liabilities into one of these columns.

   10.      Drag cells with liabilities items from the structure into the cells in the new column.

   11.      Format the rows of the column headers, for example by increasing the width, creating borders, or adding colors.

   12.      Format additional rows or cells in your report as required.

The following figure provides an example of changes made during the design process:

   13.     

   14.      If required, choose Insert → Page Footer to insert a page footer into the Report Designer design area and adjust the design accordingly.

   15.      Once you have applied all the required formatting, save the report.

The following figure provides an example of the report or balance sheet in Report Designer after all required changes have been made:

   16.     

   17.      Execute the report by choosing Report → Execute.

Result

You have created a balance sheet displaying assets and liabilities next to each another.

The following figure provides an example of an executed report (the report is displayed using the standard Web template for reports):