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Release Notes: March 2020

Article author
Jonathon Plowman-Samson
  • Updated

Enhancements to Ratio Builder

For this release, we’ve given our ratio builder several new enhancements. Not only are these advancements visual, but they also bring new editing functionality.

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Fields

In the ratio builder, fields contain a term and an operator. Terms represent a quantifiable element in your ratio and operators represent the mathematical expression to be performed on the element. The only field that does not contain an operator is the first field of a row.

In the example below, we can see two fields; the row’s first field (outlined in black) and the second field (outlined in red), which contains a term and operator.

In the example below, the top row of the ratio contains two fields. The first term is being multiplied by 365 and then divided by a third term, Days in the YTD period. 

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Adding Fields

To add a new field to a ratio’s row, click Add in the respective row.

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After clicking Add, choose the term you'd like to add to the row.

 

 


Adding Left and Right, Replacing, and Deleting Fields

If you’d like to add a field in between a row’s existing fields, click the ellipses belonging to a field that will neighbor the new field you’re creating. This will open a drop-down menu, from which you can: 

  • Add new field left
  • Add new field right

You can also use the ellipses to modify the field that it’s associated with. Use the ellipses to:  

  • Replace current field
  • Delete current field
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In the example below, we added a new field to the right, so we can see the new field in the middle of the row.

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This functionality allows you to make adjustments to a ratio’s row without deleting and recreating it. This is especially handy when your ratios become very complex and your rows are made up of many fields.

Operators

To define or change a field’s operator, click the operator itself. This will open a drop-down that allows you to choose a new operator. The available operators include: 

  • * (multiplication) 
  • / (division) 
  • + (addition) 
  • - (subtraction)
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Bracket Groups

To add a bracket group to your row, you need to add a new field. Add a new field by either:

  • Clicking Add in the desired row
  • Using an existing field’s drop-down and selecting either add new field left or add new field right
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Once you’ve generated your new field, click Select Term and choose Bracket group.

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Your new field will now be within a bracket group, where you can add more fields as required.

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Knowledge Base Articles

 


New Analysis Creation Workflow 

We've redesigned the workflow around adding new analyses to accommodate multi-analysis creation. Now when creating engagement (or adding new analyses to an existing engagement), you’ll be greeted with the redesigned New Analysis page. 

Navigating to this page remains the same; click New Analysis at the upper right of the Data page. 

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Checking each analysis' checkbox will add an analysis of each selected type it to the engagement.  

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New analyses will be named after their type, but you can create new names for them. You can also define whether each analysis is an interim or full fiscal year analysis. 

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Once you’ve defined your new analyses, click Add to engagement. 

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Your new analyses will be on the engagement's Data page, ready for data. 

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Knowledge Base Articles

 


Adding Annotations to Graphs with Time Sliders

Some graphs allow you to zoom in and out by adjusting the slider at the bottom of a graph. 

You can adjust the graph’s visible date range using your mouse. With this update, AP and AR visualizations employing these sliders have been given further enhancements. 

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When annotating these visualizations, the slider’s current position will be saved with the annotation. If you want to create an annotation for a specific date range, adjust the slider to reflect the period in question and create an annotation as you normally would. 

When returning to the annotation, the visualization will recall the slider’s position and display the annotation’s corresponding range.

Knowledge Base Articles

 


Auto-Save Account Mappings

While this feature won’t impact your normal workflow, it is certainly worth mentioning in the release notes! When mapping your accounts during the data ingestion process, any selection you make on the Map Accounts step will automatically save in the background. 

Once you've uploaded all of the required data for an analysis, you need to map your accounts before you can start the analysis. Clicking View in the analysis' Account Mapping section on the Data page will take you to the account mapping step. 

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Now when you are mapping your accounts, your changes will automatically update and save. 

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Once you’ve made your changes, you still need to click Done at the bottom of the page, as it will verify any and all unverified mappings. 

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Knowledge Base Articles
 

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