Portfolio

The reports built 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.

What is viewed in this example?

1. 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).
2. 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.
3. 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.
4. 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.