How does the '5-Year Result Comparison' dashboard work?

Target Audience

• Financial staff

Where in MKG?

1. Open the My Company module.
2. If the dashboard is not displayed directly: click on the hamburger in the top-right button bar and select the 'Forms' » 'Dashboard' option.
3. Click on the Views button and select 5-Year Result Comparison (8015).

Main Components

• Comparison of results over multiple fiscal years.
• Comparison between realized results and budgets.
• Analysis per general ledger account.
• Filtering options on categories Sub 1 and Sub 2.
• Graphical trend analysis of debit, credit, and balance values.

Display and Use

At the top, the selected fiscal years, periods, and additional settings are displayed. You can filter on categories via Sub 1 and Sub 2. The dashboard contains a pivot table with financial results per general ledger account and fiscal year and a chart that visualizes the development of debit, credit, and balance over the selected years.

Parameters

• FiscalYearFrom: starting fiscal year of the analysis.
• FiscalYearTo: ending fiscal year of the analysis.
• PeriodFrom: starting period of the analysis. Possible values: 1 to 13 and 99. Default value: 1.
• PeriodTo: ending period of the analysis. Possible values: 1 to 13 and 99. Default value: 99.
• ZeroBalance: determines whether general ledger accounts without balance and budget are suppressed. Default value: false.

Technical Explanation

Primary Data Sources

• General ledger accounts (grbk), t_rapport_datum

Indirectly Consulted Data Sources

• Fiscal years (adbj)

Data Source Filtering

• A filter is active on the data source grbk: adbj_boekjaar Between(?FiscalYearFrom, ?FiscalYearTo) And grbk_soort = 2.
• This includes only profit and loss accounts within the selected fiscal year range.
• The filters Sub 1 and Sub 2 show only values for which the calculated field Show = true.
• The pivot table General Ledger Accounts contains the filter Show = true and therefore only shows allowed rows.
• In the chart, debit and credit values are displayed separately via filters on grbk_presentatie_type.

Calculated Fields

• Spacer: used as a separator field in the display.
  Calculation: contains an empty text value.
• Show: determines whether a general ledger account is displayed.
  Calculation: when parameter ZeroBalance is true, only rows are shown for which t_budget or t_dc differs from 0.
• Budget: contains the budget of the selected end year.
  Calculation: uses t_budget when adbj_boekjaar is equal to parameter FiscalYearTo.
• Balance last year: contains the result of the selected end year.
  Calculation: uses t_dc when adbj_boekjaar is equal to parameter FiscalYearTo.
• Budget difference: calculates the difference between result and budget.
  Calculation: subtracts Budget from Balance last year.
• Warning: shows a warning when no fiscal year range is selected.
  Calculation: displays a message when FiscalYearFrom or FiscalYearTo is empty.
• FiscalYearFrom: contains the selected starting fiscal year.
  Calculation: uses parameter FiscalYearFrom.
• FiscalYearTo: contains the selected ending fiscal year.
  Calculation: uses parameter FiscalYearTo.
• PeriodFrom: contains the selected starting period.
  Calculation: uses parameter PeriodFrom.
• PeriodTo: contains the selected ending period.
  Calculation: uses parameter PeriodTo.
• ZeroBalance: shows the chosen handling of empty general ledger accounts.
  Calculation: displays a textual message when parameter ZeroBalance = true.
• MKGDataDashboardTitle: contains a dashboard title.
  Calculation: contains an empty text value.