The trend analysis tool is designed to help track trends in business performance over time. It enables the comparison of any financial KPI, custom KPI or line item from the financial statements.
Using the Trend tool
You can add up to five series to your chart, either by using the search function, or selecting them from the variable selector.
Additionally, if you click on an existing variable in the selector, you can show a comparison to budget, or show a rolling average.
Along with creating a custom trend analysis, you can quickly view key trends by selecting a predefined chart in the top right corner.
Defining Date Ranges
At the top of the tool you can use the period selector to choose which month you show results up to. You can also choose to show a specific financial year, or trends across all time.
Dragging the mouse cursor over the chart area will move through the available timeline. Scrolling within the chart will expand or constrain the date range that is shown. Hovering the mouse cursor over a data point will highlight this result in the results table (and vice-versa).