Forum Discussion

Lovvan's avatar
Lovvan
New Contributor
4 years ago

Build a cube view for KPI accounts

Hi community 🙂 We have created a new scenario (not actual or forecast) for manual KPI accounts ( no formula on them), e.g Market share. We would like to create a input form where the submitter sh...
Metadata
User Interface
  • ChristianW's avatar
    ChristianW
    4 years ago

    Hi again

    YTD and Periodic do not talk to each other, they are the same amount showed either as YTD or Periodic. For the account types Asset, Liability and Balance, Periodic and YTD numbers are the same (Not 100%, because flow dimension members can change the account type) because they are used to report a status in time of something (headcount, inventory, cash).

    Periodic can be monthly for monthly scenarios, quarterly for quarterly scenarios, weekly for weekly scenarios and even yearly for yearly scenarios. For Revenue, Expense and Flow accounts, the Periodic amount is the YTD amount minus the YTD amount of the previous period (month, week, quarter,...). If you need to collect MTD, QTD and YTD independent from each other, I suggest to use a flow to split the KPI account by these 3 variations.

    I hope this helps for the moment

    Cheers

  • Mike_Sabourin's avatar
    Mike_Sabourin
    4 years ago

    In addition to what Christian said, if some of your KPI accounts are not monetary (i.e., subscribers, headcount, units, etc) you can also mark these accounts as non-financial. This is particularly important if there are fx translations happening, as you wouldn't want to translate those items.

ChristianW's avatar
ChristianW
Valued Contributor

Hi again

YTD and Periodic do not talk to each other, they are the same amount showed either as YTD or Periodic. For the account types Asset, Liability and Balance, Periodic and YTD numbers are the same (Not 100%, because flow dimension members can change the account type) because they are used to report a status in time of something (headcount, inventory, cash).

Periodic can be monthly for monthly scenarios, quarterly for quarterly scenarios, weekly for weekly scenarios and even yearly for yearly scenarios. For Revenue, Expense and Flow accounts, the Periodic amount is the YTD amount minus the YTD amount of the previous period (month, week, quarter,...). If you need to collect MTD, QTD and YTD independent from each other, I suggest to use a flow to split the KPI account by these 3 variations.

I hope this helps for the moment

Cheers

Lovvan's avatar
Lovvan
New Contributor
4 years ago

Thanks Christian, this helped a lot. 

Regards, Lovisa