Sales Time Series

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Return to Sales Model Overview

This report shows financial amounts that are stored in the Sales cube. It focuses on comparison of data via charts. Figures can be analyzed based on years, quarters, and months. Amounts can be shown in local currency or converted into one of the target currencies. 

Report Heading

The screenshot below shows the heading area of the Profit and Loss Time Series report.The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.

The heading area of the report displays the following fields:

Field Description  Implementation

Title

Name of the report

Localized name of the report in Report Designer

Subtitle

Current PoV selection

Subtitle will update as PoV selections are made

Arrow  

Show/hide PoV widget

Click on the arrow to display or hide point-of-view selections

Point of View (PoV) Options

The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.   

The available options are described below:

PoV Option

Description

Implementation

Version (combobox)

Select one forecast for comparison.

Version dimension, filter for Stylesheet attribute equals FC

Year (combobox)

Select a time format to display data (yearly or monthly). The quarterly time format can be added via the Time Editor.

Elements matching the pattern yyyy, FYyyyy, FYyyyy-MM, yyyy-MM, or yyyy-QQ of Month dimension

Legal Entity (combobox)

Select one single legal entity or any consolidated element.

Legal Entity dimension

Currency (combobox)

Select local currency or one of the target currencies. The selection of local currency is only available for base elements or consolidated elements of the Legal Entity dimension having a common currency.

Elements of Currency dimension matching the pattern LC and elements starting with a >  (e.g. > EUR).

LC is only available if a local currency is stored (not empty) in the Currency attribute for the selected element of the Legal Entity dimension.

Article

Select one single article or any consolidated element.

Article  dimension

Customer

Select one single customer or any consolidated element.

Customer dimension

Selection

Select a time format to display data (yearly or monthly). The quarterly time format can be added via the Time Editor.

Elements matching the pattern yyyy, FYyyyy, FYyyyy-MM, yyyy-MM, or yyyy-QQ of Month dimension

Report Columns

The columns displayed in the report depend on the selections made in the PoV area. 

The columns are described below:

Field

Description

Implementation

Row Label

Account shown as localized name

Sales Planning_measure dimension of a preselected global subset SalesPlanningCalculationScheme, implemented with hierarchy filter and data filter.

Area visualization of version

Fill and border style for version

Stylesheet attribute of Version dimension

Time

Selection of time period

Elements matching several patterns:

  • Yearly: Elements of Month dimension matching a pattern that starts with a selected year in the  Month checkbox
  • Quarterly: Elements of Month dimension matching the pattern of starting with a selected year and ends with an array of a letter and repertoire of numbers.
  • Monthly: Elements of Month dimension matching the pattern of starting with selected year and ends and with a repertoire of numbers.

 

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