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Show Cell Indicators in the Qloud

I appreciate that we can custom format our cell indicators (input cells in my case). But how I wish the formatting for cell indicators were available in the Qloud. Is that an easy enhancement? Or impossible?...

August 24, 20212
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March 25, 202110
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What is Your Favorite Approach to QuickBooks Integration?

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

November 18, 20205
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November 13, 202010
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What is Your Favorite Approach to QuickBooks Integration?

For those of you doing small business consulting whose clients use QuickBooks, what is your approach to QuickBooks integration? I've been consulting for 20-plus years, and I know QBooks very well. I've...

November 13, 20202
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Trailing 12 Month Financial – Income Statements

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,...

November 4, 20205
Commented on a post

Wow - this is fantastic. Well done!

November 4, 20202
Commented on a post

Thank you, SAU. First, you are amazing. So I would and will default to any better and more elegant solution you come up with. I'll keep sharing ideas over the next few weeks. Between you, Rich, and Stephen,...

November 4, 20202
Commented on a post

While I agree with you on the Qloud being the preferred way to share the model across users, sometimes that's not the best solution for hundreds of users due to cost. Tableau has figured this out and has...

October 7, 20202
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September 25, 202010
Posted an answer
unbalanced ( year and quarter) time line creation

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...

September 23, 20205
Asked a question
Trailing 12 Month Financial - Income Statements

This is not a question. I've been using Quantrix for years, and I consider myself an advanced novice - and I'm even proud of that designation. But I've been trying to figure out a simple way to create...

September 22, 20202
Posted an answer
unbalanced ( year and quarter) time line creation

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

September 22, 20205
Commented on a post

SAU - impressive.

July 20, 20202
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Sublist Function: Unable to retrieve data wrt Year

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.

April 13, 20195
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Month Ranges and YTD

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.

December 6, 20185
Received an upvote
Time Periods Calculation

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

November 5, 201810
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July 27, 201710
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April 3, 20175
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February 16, 20165
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