Publishing comparative data
What can i do to publish comparative data in my dashboard? for example, in my notes to FS, i published the period ending and reporting entity. For my cash and cash equivalents, if i select Jan 2019, the comparative month (Jan 2018) shall also appear alongside with it? and if i select Feb 2019, Feb 2018 data will appear and so on..
Appreciate your assistance.
There are multiple ways to do this.It all depends where your source data is. For example you can create a list with two entries i.e., Current Period and Prior Period and write IF else statement to pull the data from the respective source modules.
No, i don't think it will work this way as this is only for the purpose of publishing?0
Try the following:
1) In a system module with no dimensions create a lineitem ‘Select Month’ and format that as time period month and publish it to DB for selection
2) In a time filter module create a Boolean lineitem for filter. Formula should be : ITEM(Time) = select month OR ITEM(Time) = PERIOD(ADDMONTHS(START(select month), -12))
By doing this, If Jan 20 is selected in the (1) above Jan 20 and Jan 19 will get checked.
3) In the DB use step (2) as a filter. Which will filter for Jan 20 and Jan 19 only.
Hello @elaine.novel ,
You can have a time selection drop down for the current month. Have two line items, one for current month(M0) and one for (M-12).
Revenue - Revenue for selected month
Revenue LY - Revenue for selected month - 12 (Use any of LAG/LEAD/OFFSET time functions)
Thanks Pavan! Appreciate this! 🙂0
Hi @PavanKumar ,
In addition to my previous query, what if part of the client's requirement is to be able to see the quarterly, half year and yearly comparative data. I was able to derive the monthly comparative but upon discussion, the quarterly and annual should also be part of the selection. is there a way to merge the monthly, quarterly and yearly in the selection pane to show the comparative of them too?
Appreciate your response again.