Versions Compared

Old Version 1

changes.mady.by.user Helen Gosper

Saved on

compared with

New Version 2

changes.mady.by.user Helen Gosper

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of ContentsmaxLevel 2

Moving mode is similar to period mode, except that each month typically has the previous 11 months added to it, creating a moving annual total view. For example, where Period period mode would show Oct 2013, Moving mode would show Nov 2012-Oct 2013.  

Table of Contents
maxLevel2

How the Phocas grid appears in this mode

Analysis view: Displays a column for all active properties in the current dimension and a column for each month (plus the previous 11 months) within the current period. A total column is also displayed.

Choose a summary view of your dataSummary view: Each month within the current period is listed and columns for current period and previous period are shown, including data for that month plus the previous 11 months. Current cumulative, previous cumulative, variance and percentage variance columns are also displayed. In summary view, the cumulative columns are not shown as 'moving'.

Info
titleRelated topics

All modes, Summary view, Dimensions, Periods

How-to video
Widget Connector
width200
urlhttp://www.youtube.com/watch?v=MHLBVqSk4wg&list=PLudlXiwcRr9dtd4jmBmtO392aD58s5ftN&index=17
height160

Example - using moving mode in analysis view

Example. We want to view customer sales from a moving annual total perspective.

  1. Select 'Customer' dimension.
  2. Select Mode > Moving.  The columns in your grid will update accordingly, as per the screen shot below.

 

Moving mode can only be customized by an administrator. 

Info
titleRelated topics
All modes, Analysis view, Choose a summary view of your data, Dimensions, Periods