You can filter the summary financial information to analyze on the performance of specific entities in a dimension. You can display the filtered information in two ways:
Basic - The filtered information displays in the statement grid. The grid looks the same as usual but the values now relate to the specified entity or group of entities. This is useful when you want to focus on the performance of one entity or a particular group of entities
Matrix - The statement grid converts into a matrix format. The original summary information displays in the Total column and beside that are additional columns for the filtered information (entity or group of entities). The values in the total rows, such as gross profit, are at the summary and entity level respectively. This method is useful when you want to compare the performance of entities side-by-side, against the overall performance.
For example, suppose you want to analyze your organization’s performance at the branch level. There are a number of ways to do this, as outlined in the steps and examples below.
Click the Branch dimension. The statement grid converts into a data grid, where you can see a summary performance of each branch.
In the data grid, select the branch(es) you want to focus on by clicking the number in the beginning of its row, or click the Select All
button to select all the branches.Select one of these display methods:
Basic: Click the Summary button. The data grid converts back into the financial statements grid, where you can see the Profit and Loss statement for the selected branch(es).
Matrix: Click the Matrix button, then click the Summary button. The data grid converts back into the financial statements grid, where you can see the Profit and Loss statement for the branch(es) to the right of the summary Profit and Loss statement
To remove a filter and return to the high-level summary information, either click the Delete button on the dimension or click the Reset button.
In the statement grid you can see the combined Profit and Loss statement for the selected branches. The net profit value is the sum of the net profits of those branches.
In the statement grid you can see the Profit and Loss statement for the selected branches to the right of the summary Profit and Loss statement. You can now scroll horizontally to see how your selected branches are contributing to your organization's performance
If you select multiple entities to use with the matrix tool, you might be presented with a lot of data in the financial statements grid. To reduce the amount of data and get a clearer view of the key information, remove some columns.
Whereas the above examples involve filtering a dimension, you can use the matrix tool without filtering a dimension, to view the information for all the entities in the dimension alongside the summary information. Continuing with the above examples, suppose you want to compare the performance of all branches side-by-side, against the overall organization performance (summary Profit and Loss statement).
If you select multiple entities to use with the matrix tool, you might be presented with a lot of data in the financial statements grid. To reduce the amount of data and get a clearer view of the key information, remove some columns.