Trend & Projection chart configuration
Selecting periods
The periods displayed are based on the group calendar. Select to select months to view. The selected periods apply to C-Suite's Home dashboard and the Trend & Projection report.
This table shows the available periods:
| Period name | Description |
|---|---|
| Rolling Trend | Shows a dynamic view around the reporting period. You can select between 3 and 16 periods from the past and future periods.
For example, if the reporting period is May 2025, a 9+3 configuration shows data from September 2024 to July 2025. |
| Fiscal Year | Shows all months of the selected fiscal year and is based on the group calendar. |
| Pick a Range | From the list of months. You can select a range of the period. You can select between 3 and 16 months. |
Selecting parts of a chart
You can select parts of a chart to view. Available options vary depending on the selected metric type and the place in which to view the chart.
This table shows the available parts of the chart:
| Chart part | Availability | User control |
|---|---|---|
| Δ% Budget | When a comparison version is selected. | Can be enabled or disabled with the Actual Budget Difference % option in the chart settings. |
| Δ Period -N |
When enough historical data exists before the displayed periods. Available for C-Suite's Home dashboard and the Trend & Projection report. If a currency metric is selected, the Previous Period Waterfall chart is displayed. If ratio or percentage metric is selected, Previous Period Difference chart is displayed. |
Can be enabled or disabled with the Previous Period Waterfall option in the chart settings. |