Finance Performance Window

Shows financial performance indicators based on account schedule values. This enables you to combine financial figures in multiple ways to analyze performance and see trends in different graphical views.

This window in the Role Center functions as a chart holder for as many financial performance indicators that you can generate from your account schedule values. You can select from a list of predefined finance charts by choosing Select Chart and then select from the list in the Account Schedule Chart List window. You can edit existing charts or create new ones by combining account schedule columns and rows in many ways and displayed with different chart types. For more information, see How to: Edit Advanced Charts.

The x-axis of the chart can be based on either account schedule columns, account schedule rows, or a period as defined by a date interval and period length. For more information, see Account Schedules Chart Setup.

The calculated account schedule values are displayed in LCY along the y-axis.

Tooltips provide information about the data source of each graphical element.

When you choose a graphical element, the source window, such as the Account Schedule window opens. From there, you can drill down to, for example, the ledger entries that resulted from the transactions that are represented by the graphical element in question.

Note

If the graphical element represents a summation of more than one data source, then the column formula is shown instead as no single window represents the data source.

The following table defines how you can display the calculated key financial figures in the chart by selecting among the options from the menus above the chart.

Menu	Option	Description
Select Chart		Opens the Account Schedule Chart List window, so that you can select which chart to display on the Role Center.
Period		Specifies the time intervals that the chart values are displayed in. Note When the Base X-Axis on is Period, then the start date and the number of periods shown are derived from the Account Schedules Chart Setup window. Otherwise, the values shown are filtered by the Start Date and End Date fields in the Account Schedules Chart Setup window. In both cases, the user can change the period from the chart, and the dates are recalculated dynamically.
	Day	Specifies that each period on the horizontal axis is one day. The default period is Day.
	Week	Specifies that each period on the horizontal axis is one week.
	Month	Specifies that each period on the horizontal axis is one month.
	Quarter	Specifies that each period on the horizontal axis is one quarter.
	Year	Specifies that each period on the horizontal axis is one year.
Previous Period		Moves the focus of the chart one period backward in time.
Next Period		Moves the focus of the chart one period forward in time.

Tip

For more information on how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For assistance in finding specific pages, see Search.

See Also

Reference

Account Schedules Chart Setup
Account Schedule Chart List
Generic Chart Setup

Other Resources

Create and Set Up Account Schedules
How to: Set Up Account Schedule Rows Manually
How to: Set Up Account Schedule Columns Manually
How to: Set Up Account Schedules with Overviews