Determine a field set
In the data collection, select the fields you require for the output.
Note:
Using fewer fields makes the final output more readable. Performance also improves if the data collection retrieves less data from the database.
Description
You always use a wizard to edit a data collection. At the left are all fields that you can use, and at the right all fields used in the output. If you want to use a field in the output, you must look it up in the left pane and move it to the right pane. You can look up the required field using the search pane.
Once you have put the required fields in the right-hand pane, you have the following options:
- Rename
- Change sequence
Put the fields in a sequence that is more readable for you. When changing a view, the sequence of the fields in the right-hand pane is also the sequence of the columns in the view from left to right.
- Change the presentation
You have several options for changing the presentation. For instance, you can display date fields as numbers (01-01-2015), or written out (1 January 2015). You have additional options in reports and analyses.
- Aggregate data
You can aggregate lines, for example by year or by ledger account.
Procedure
- Search and add fields
The data collection wizard shows all available fields for the output. Use the search function to find the correct fields.
- Add payroll fields to a data collection
You can include the values from the salary processing in a report or analysis. The values from the salary processing consist of wage components, calculation bases or parameters. In addition, you can also include values from wage summaries.
Example:
You want to analyse the pension data for the preceding year. For this purpose, you add a new analysis in which you include the values of the premium basis, premium amounts, pension calculation basis and parameters.
You can only include values from the salary processing in certain data collections.