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Period mode

Analyze values over time.

Use Period mode to analyze values over time.

Summary view

Displays the values for each period in the selected date range.

The grid contains the following columns:

  • Period: Displays each period within the selected date range. For example, when you select Rolling 12 Months, the grid displays a row for each month in the rolling 12-month period.

  • Value: Displays the value for each period.

  • Cumulative Value: Displays a running total of the values up to and including each period.

Summary view of Period mode

Dimension view

Displays the values for each entity in the selected dimension.

In this view, the Properties menu in the toolbar becomes available.

The grid contains the following columns:

  • Properties: Displays the selected properties (such as Code and Name) for each entity. Use the Properties menu to select which properties to display. The available properties depend on the selected dimension.

  • Total: Displays the total value for each entity across the selected period. A sparkline provides a visual summary of the trend over the selected period.

  • Period columns: Display the value for each period within the selected date range. For example, when you select Rolling 12 Months, the grid displays a column for each month in the rolling 12-month period.

Dimension view of Period mode

Example

Use Period mode to view daily sales by product class for the previous month:

  1. Click Mode > Period.

  2. Click the Product Class dimension.

  3. Click Period > Select dates.

  4. Select the Day period type.

  5. Select the first and last days of the previous month, then click Apply.

Using the Select dates feature to apply a custom date range
Daily sales of each product class in June 2026