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And here is the XLS file as mentioned in my message above. I think the Excel file better conveys the ultimate objective. Thanks! Mark

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Thanks, Rich! And that makes complete sense - I like your idea of pushing to SQL server.

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Similar to SAU's great use of a filter, on the home page of the financials, I also employed a date filter that drives the trailing-12 month P&L. If you want to include these views in your reporting,...

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My fault as I realized I misunderstood your question. And I cannot delete my original answer. You probably already know that you cannot use the timeline for this unless you collapsed the quarters you were...

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I prefer using the Timeline functionality. See the attached example which includes notes.

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What's the best way to approach Sau's formula where all Financial LineItem's are updated? I'd prefer not to enter this formula for each individual line item.

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There are probably multiple ways to do this, but would be helpful to see the best or second-best way to use YTD when the budget column is fully populated as it normally would be.

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Instead of a pie chart, a bar chart would be more meaningful. In Tableau, a bar-within-a-bar chart is easy to pull off. I'm not very good with the chart builder in Quantrix, but the attached gives you...

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I thought about creating a new thread, but decided to use this one as it aptly applies and will make it easier for future searches if this same question arises. I'm using Version 6.4.1 and I'm having...

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Thanks, Sau. I got it to work after posting my question. Here's what worked for me (without getting flagged): Percent to Revenue:Period = Actuals:Description/Actuals:Sales (which still didn't look right)...

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