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  1. MindBridge: English (US)
  2. Interpret analysis results
  3. General ledger analysis
  4. Ratios dashboard

Add a ratio to a library

  • Updated

Summary

Ratios provide a quick snapshot of an entity's financial health and performance. Your team can create custom ratios in the engagement settings with unique sets of account groupings, algebraic operations, meta values, and constants, to help you save time and gain efficiency. 

Learn how to add your team's custom ratio to a library, so others in your organization can use them too.

Note: You must be an App Admin to perform this action.

Go to the Ratios tab

  1. Select the logo in the MindBridge sidebar. 
    You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row. 
    You will go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row. 
    You will go to the Data page.
  4. Select View Analysis in line with the desired analysis. 
    You will go to the Analyze page.
  5. Select the Ratios tab.

Tip: If you are already in an analysis, simply use the sidebar ( Sidebar_open-close_icon ) to open the Analyze menu ( Analyze_menu_icon ), then select the name of the analysis you want to see and go to the Ratios tab.

Add a ratio to a library

Ratios are available for use in the engagement in which they were created. Adding new or existing ratios to a library allows to you leverage them across multiple engagements.

Add a new ratio to the library

  1. When creating a new ratio, select the Add Ratio to Library checkbox.
  2. Once you are satisfied with your ratio, select Create ratio.
    The ratio will appear in the library used by the engagement, but will be disabled by default. 

Add ratio to library

Add an existing ratio to the library

  1. Find the ratio you want to add and select the information icon ( Information icon ).
    You will see the formula used by the ratio.
  2. Select Add Ratio to Library.
    The ratio will appear in the library used by the engagement, but will be disabled by default. 

Edit an existing ratio (and optionally, add to library)

  1. Go to the Ratios tab in your analysis.
  2. Open the Actions menu near the top of the dashboard.
  3. Select Ratio settings.
    You will go to the Ratios section in the engagement settings.
  4. Select the edit icon ( Edit icon ) in line with the ratio you want to add to the library.
    The edit window appears.
  5. Update the ratio as desired.
  6. Optionally, select Add Ratio to Library.
  7. When you are satisfied, select Save.
    The ratio will be updated. If the checkbox to add the ratio to the library was selected, the ratio will appear in the library used by the engagement, but will be disabled by default. 

Anything else on your mind? Chat with us or submit a request for further assistance.

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