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Within a single report, display a “Monthly” view limited to the main version (current Fiscal Year - FY) only (i.e. no monthly view for prior years), together with MTD / YTD / FY / YTG views for three other versions (N-1, Budget, latest Forecast), as well as variances between the current FY and each of these three scenarios (i.e. no variances between those versions themselves, only versus the current FY)
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Considering the requirement above, manage version labels appropriately by displaying business-friendly names instead of technical names, while also allowing users to dynamically select the versions to view and compare within the report
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Use selectors rather than dedicated version selection tables for each version displayed in the board
Question
Display Monthly / MTD / YTD / FY / YTG and variance (in Amount and %) for 4 versions (1 main and 3 subs) + Version name display + Selector use only
+1- Apprentice Author
- Trendsetter
Hi
- Single Report View - I have tried to answer how to achieve a similar view in this thread below. You can use this as a starting point. Let me know how that goes!
- Manage Version Lables - To manage version lables, you can create a text property in the Version dimension and add in your desired name as a manual input. You can create as many properties and use it in different reports. Once you have that, you can change the header lables to that specific property and change the display names
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