Change the period

Change the time and date ranges for the data that is displayed.

Periods are a core concept in Phocas. Read the Periods page to learn more about the Period menu and the different types of periods.

You use the Period menu to change the timeframe that applies to the data in the grid.

• Flexible Variance mode has three period menus, allowing you to view data for three different periods to the grid.

• If you add a measure column to the grid, you can change the period that applies to its data in the column definition settings.

Apply a defined period

Click the Period menu to view the list of defined periods, then select the one you want to apply. The grid updates automatically and the header of the period column updates to reflect the defined date range.

Apply a custom period

1. Click the Period menu > Select dates option.

2. Select the period type (time unit), such as year, month or day.

3. Select the start and end of the period (year, month or day).

4. Click Apply. The Custom option displays in the Period menu and the grid updates to display the data for that period. The period range you set displays in the status bar above the grid.