Summary
Learn about the Trends dashboard for accounts payable analyses.
Go to the Trends tab
- Select the logo in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the desired organization.
You will go to the Engagements page. - Select View in line with the desired engagement.
You will go to that engagement's Data page. - Select View Analysis on the desired analysis.
- Once within an analysis, select Trends at the top of the page.
You will go to the Trends tab.
Tip: If you are already in an analysis, simply use the sidebar ( ) to open the Analyze menu (
), then select the name of the analysis you want to see and go to the Trends tab.
Change the vendor summary view
Open the Vendor Summary menu and make your selection to change the summary view. The table and graph below, which display ending balances by default, will update to reflect your selection.
Ending balances view
The table updates to display the following columns:
- Vendor Name
The vendor name, with any that did not exist in prior periods marked as new. - Related
Shows which vendors are related parties, if available. - Current period
The ending balance as-at period end, based on your analysis period for the current period - Prior periods (PP1-PP4)
The ending balance as-at period end, based on your analysis period for the prior period - Variance
The dollar value change in the ending balance between the prior and current period. - % Change
The % change in the ending balance between the prior and current period.
The Trend graph will update to display the trend of total accounts payable showing ending balances, which shows the ending balance of each month for all periods of data.
Total net purchases view
The table will update to display the following columns:
- Vendor Name
The vendor name, with any that did not exist in prior periods marked as new. - Related
Shows which vendors are related parties, if available. - Current period
The total net purchases based on your analysis period for the current period - Prior periods (PP1-PP4)
The total net purchases based on your analysis period for the prior period - Variance
The dollar value change in the total net purchases between the prior and current period. - % Change
The % change in the total net purchases between the prior and current period. - % of total net purchases
A vendor’s contribution (%) to the total of all net purchases.
The Trend graph will update to display the trend of total accounts payable showing total net purchases, which shows the total net purchases of each month for all periods of data.
Days purchases outstanding view
The table will update to show the following columns:
- Vendor Name
The vendor name, with any that did not exist in prior periods marked as new. - Related
Shows which vendors are related parties, if available. - Current period
The days purchases outstanding based on your analysis period for the current period - Prior periods (PP1-PP4)
The days purchases outstanding based on your analysis period for the prior period - Variance
The change in days purchases outstanding between the prior and current period. - % Change
The % change in days in purchases outstanding between the prior and current period.
The Trend graph will update to display the trend of total accounts payable showing days purchases outstanding of each month for all periods of data.
AP turnover ratio view
The table will update to show the following columns:
- Vendor Name
The vendor name, with any that did not exist in prior periods marked as new. - Related
Shows which vendors are related parties, if available. - Current period
The AP turnover ratio based on your analysis period for the current period - Prior periods (PP1-PP4)
The AP turnover ratio based on your analysis period for the prior period - Variance
The change in AP turnover ratio between the prior and current period. - % Change
The % change in AP turnover ratio between the prior and current period.
The Trend graph will update to display the trend of total accounts payable showing AP turnover ratio of each month for all periods of data.
Use the vendor summary table
Sort columns
Columns with a double arrow can be sorted in ascending or descending order by selecting the column header. The darker of the arrows indicates whether the list is sorted in ascending or descending order.
Add and remove columns
Select Columns on the right side of the table to open and close the columns menu.
Check the box next to each column you want to display.
Reorder columns
Click and drag the desired column header left or right into its new location.
Pin columns
Pinning columns ensures they will stay in view when scrolling horizontally.
Hover over the column header you want to pin, click the menu icon and hover over Pin Column. Select where the column should be pinned: Left, Right or No Pin (default).
Drill down to the data table
Using the drill-down icon ( ) on any row will take you to the Data Table dashboard, where you can see a filtered view based on your selection.
Use the Trend graph
Select and compare vendors
By default, the Trend graph displays the trend of total accounts payable.
Use the Trend of menu to find the vendors you want to display. Select the desired vendors to update the graph.
Selecting multiple vendors will produce a trend line for each. You can also compare a vendor to the total accounts payable.
Change the time interval
By default, the Trend graph displays data in monthly intervals. Use the View By menu to display the data by month, period, or quarter.
Change the time window
By default, the Trend graph displays data from the current period, as defined in your analysis. To narrow the scope of the graph, click and drag the time slider to the desired range.
Anything else on your mind? Chat with us or submit a request for further assistance.