View and edit unit sets
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets
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# View and edit unit sets
View and edit the unit sets - overview
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview
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To display the parameters of existing unit sets, you can use navigation buttons in the control panel, or select the unit set code using the Code selector in the Unit set area of the Unit sets (CS206030) window.
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# View and edit the unit sets - overview
To display the parameters of existing unit sets, you can use navigation buttons in the control panel, or select the unit set code using the Code selector in the Unit set area of the Unit sets (CS206030) window.
For more information: [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/).
The navigation buttons allow moving to the first, next, previous, and the last unit set in the collection of available unit sets.
By defining the unit sets, you can specify what units will be included in the analytical report. Usually, the units define the report structure, and are used to include the specific rows and columns from the rows set and columns set into the report section.
## Topics
+ [Operations with unit sets](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/operations-with-unit-sets/)
+ [Define the units to be included in the unit set](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/define-the-units-to-be-included-in-the-unit-set/)
Operations with unit sets
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/operations-with-unit-sets
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You can use column sets to define which sections will be included in the analytical reports, and set the data filtering criteria and data calculation rules separately for each report section.
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# Operations with unit sets
You can use column sets to define which sections will be included in the analytical reports, and set the data filtering criteria and data calculation rules separately for each report section.
You can use the units from a unit set in multiple reports that have similar data selection rules and a similar report layout structure.
To specify the unit set for a group of analytical reports or a single report, create new unit sets or modify existing ones. To remove the unit sets associated with the reports that are no longer used, delete the unit sets associated with them.
To perform these operations with the unit sets, use the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window of the [About the analytical report manager](/visma-net-erp/help/general-ledger/manage-analytical-reports/about-the-analytical-report-manager/).
## Create a new unit set
To create a new unit set, perform the following steps:
1. Click **** in the window toolbar.
1. In the **Code** field, enter the code of the unit set.
1. In the **Description** field, enter the unit set description. (The unit description is not displayed in the printed report and is used only to add a descriptive comment to the unit set.)
1. Click **** to save the created unit set. The units and data filters can be added to the created unit set later.
The unit set code must be unique within the whole system. The length of the unique unit set code is limited by the range of 1 to 10 symbols. Use only digits and letters.
## Modify an existing unit set
To modify an existing unit set, perform the following steps:
1. Select the unit set code in the **Code** field in the **Unit set** area of the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window, or use navigation buttons in the control panel to find the required unit set.
1. Change the unit set attributes as required.
1. Click **** on the window toolbar to save the changes.
## Delete a unit set
To delete an existing unit set, perform the following steps:
1. Display the unit set to be deleted in the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window.
1. Click ****.
## Use the unit set in the analytical reports
After the unit set is defined, you can include this unit set in the analytical report it was designed for by using the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window of the Analytical report manager.
### Parent topic
[View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/)
Related concepts
[Unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/unit-sets-overview/)
Define the units to be included in the unit set
/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/define-the-units-to-be-included-in-the-unit-set
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To define the units included in the unit set, you can perform the following operations with the columns:
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# Define the units to be included in the unit set
To define the units included in the unit set, you can perform the following operations with the columns:
+ Add new units to the unit sets
+ Set the attributes for each unit in the unit set
+ Delete the units from the unit set
To perform the operations with the units in the unit set, the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window is used. The **Units** table in the window displays the available columns and their attributes.
## Create a new unit
1. Click ****.
1. Specify the new unit attributes in the relevant columns of the **Units** table.
1. Click **** in the **Unit sets** control panel.
## View and edit the unit attributes
The attributes of each unit are displayed as the values in the **Units** table in the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window. You can edit these attributes for the selected unit by changing the values in the relevant rows of the **Units** table.
To change a specific unit attribute, you should select this attribute and change its value. After all necessary changes to the unit attributes are performed, you must save the changes by clicking **Save** in the **Unit sets** control panel. Unsaved changes will be cancelled after navigation to another page.
By changing the unit attributes, you can define the data selection and processing rules for the data to be included in this unit. For every new unit added to the unit set for the specific report, you should specify the unit attributes.
## Define the units' hierarchical structure
The units in the unit set can be organised into the hierarchical structure. The units hierarchical structure defines the order in which the units will be included in the report and define the report structure.
1. In the left area of the [Unit sets (CS206030)](/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/) window, select the unit in the hierarchical structure.
1. Use the arrow buttons to move the selected unit to the appropriate position:
+ The **Move to external node** button moves the unit one position left and places it in the next external node in the hierarchical structure.
+ The **Move to internal node** button moves the unit one position right and places it in the next internal node in the hierarchical structure.
+ The **Move up** button moves the unit one position up and places it in the next upper node on the same level of the hierarchical structure.
+ The **Move down** button moves the unit one position down and places it in the next lower node on the same level of the hierarchical structure.
## Delete a unit
1. Select the unit you want to delete in the **Units** table.
1. Click .
1. Click ****.
### Parent topic
[View and edit the unit sets - overview](/visma-net-erp/help/general-ledger/manage-analytical-reports/design-analytical-reports/view-and-edit-unit-sets/view-and-edit-the-unit-sets-overview/)
[About unit attributes](/visma-net-erp/help/general-ledger/manage-analytical-reports/unit-sets/about-unit-attributes/)
Related pages
Concepts