Portfolio
The reports build on this template are used to analyze the relation between three accounts within an analytic or entity dimension. The screenshot below shows an example of a report built based on this template. If we look at the total revenue of Computers and Networking, we can detect that it has exceeded the target as set in budget.
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What is viewed in this example?
- The portfolio shows a breakdown of the top member of a (analytical) dimension into its direct descendants for the selected member of any analytical dimension selected in the POV. You can select reference categories, by using a pick list (1A).
- The top bar chart on the right shows the account specified on the Y Axis of 1 (Sales Growth %) for the selected descendant in the graph for six months.
- The middle bar chart on the right shows the account specified on the X Axis of 1 (Gross Margin %) for the selected descendant in the graph for six months.
- The bar chart on the bottom right shows the account specified on the Z Axis of 1 (Gross Margin in thousands) for the selected descendant in the graph for six months.