Open the Finance Performance window.

Shows financial performance indicators based on account schedule values. This enables you to combine financial figures in multiple ways to analyze performance and see trends in different graphical views.

This window in the Role Center functions as a chart holder for as many financial performance indicators that you can generate from your account schedule values. You can select from a list of predefined finance charts by choosing Select Chart and then select from the list in the Account Schedule Chart List window. You can edit existing charts or create new ones by combining account schedule columns and rows in many ways and displayed with different chart types. For more information, see How to: Edit Specific Charts.

The x-axis of the chart can be based on either account schedule columns, account schedule rows, or a period as defined by a date interval and period length. For more information, see Account Schedules Chart Setup.

The calculated account schedule values are displayed in LCY along the y-axis.

Tooltips provide information about the data source of each graphical element.

When you choose a graphical element, the source window, such as the Account Schedule window opens. From there, you can drill down to, for example, the ledger entries that resulted from the transactions that are represented by the graphical element in question.

Note
If the graphical element represents a summation of more than one data source, then the column formula is shown instead as no single window represents the data source.

The following table defines how you can display the calculated key financial figures in the chart by selecting among the options from the menus above the chart.

Menu Option Description

Select Chart

Opens the Account Schedule Chart List window, so that you can select which chart to display on the Role Center.

Period

Specifies the time intervals that the chart values are displayed in.

Note
When the Base X-Axis on is Period, then the start date and the number of periods shown are derived from the Account Schedules Chart Setup window. Otherwise, the values shown are filtered by the Start Date and End Date fields in the Account Schedules Chart Setup window.

In both cases, the user can change the period from the chart, and the dates are recalculated dynamically.

Day

Specifies that each period on the horizontal axis is one day. The default period is Day.

Week

Specifies that each period on the horizontal axis is one week.

Month

Specifies that each period on the horizontal axis is one month.

Quarter

Specifies that each period on the horizontal axis is one quarter.

Year

Specifies that each period on the horizontal axis is one year.

Previous Period

Moves the focus of the chart one period backward in time.

Next Period

Moves the focus of the chart one period forward in time.

Tip

See Also