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Balance Sheet

The data model includes measures for CY Actual, Budget, and PY Actual financial data, along with Purchase Tot. Unprocessed. Account Group categorizes accounts for reporting. Views comprise Balance Sheet for financial snapshot representation and Visual Balances for graphical assets, liabilities, and equity depiction.

Benefits of This Data Model​

  • Enhanced Financial Reporting: The data model allows for the easy creation of comprehensive financial reports by utilizing measures for CY Actual, Budget, PY Actual, and Account Group categorization.
  • Improved Decision Making: With the inclusion of Purchase Tot. Unprocessed and various dimensions like Account Code and Account Type, the data model empowers users to make informed decisions based on accurate and detailed financial data.
  • Visual Representation: The Views provided, such as Balance Sheet and Visual Balances, offer graphical representations of financial information, enabling stakeholders to quickly grasp key insights and trends visually.

Key Performance Indicators (KPIs)​

  • CY Actual: This measure represents the current year's actual financial data.
  • Budget: This measure shows the planned financial data for a specific period.
  • PY Actual: PY Actual stands for the prior year's actual financial data.
  • Account Group: Account Group refers to the categorization of accounts based on certain criteria for reporting purposes.
  • Purchase Tot. Unprocessed: This measure indicates the total value of purchases that are yet to be processed or completed.

Available Visualisations​

View NameDescription
Balance SheetProvides a snapshot of an organization's financial health.
Visual BalancesOffers a graphical representation of assets, liabilities, equity.