Moving mode is similar to period 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 mode would show Oct 2013, Moving mode would show Nov 2012-Oct 2013.
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How the Phocas grid appears in this mode
With a dimension selected, the grid displays a column for all active properties in the current dimension and a moving, annual total view.
Moving mode in Summary view
In Summary view, the grid in Moving mode displays the same columns as Period mode, however, the data that displays is different. One exception is the data in the cumulative columns, which is not shown as moving, so it is the same as it is in Period mode.
For example, in the images below, where Period mode displays the January 2023 current value as 8,762,679.93, Moving mode displays it as 77,158,052.24, which is the current cumulative sum of March 2022 to January 2023 (68,865,975.52) plus the February 2022 value (8,292,076.72).
Moving mode in a filtered view
When you select a dimension, the grid displays columns for the active properties (such as Code and Name) for that dimension, a Total column, and a column for each month (plus the previous 11 months) within in the current period. A total column is also displayed.
In summary view, eech 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'.
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Example - using moving mode
Example. We want to view customer sales from a moving annual total perspective.
Example of Moving mode
Use Moving mode to view the Sales Rep performance from a moving, annual total perspective:
Click Mode > Moving.
Click the Sales Rep dimension. The grid updates to display the moving total of sales generated by each Sales Rep, each month. Each month has the previous 11 months added to give a moving annual total
Moving mode can only be customized by an administrator.
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