> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/flex-modes/change-your-analysis/switch-modes/period-mode.md).

# Period mode

Analyze values over time.

{% hint style="info" %}
User permission: **Query**

Without this permission, you can see the default view for this mode but can't change the analysis.
{% endhint %}

Use **Period** mode to analyze values over time.

{% hint style="success" %}
Use the **Measures** menu to add more measure columns to the grid.
{% endhint %}

{% hint style="success" %}
Period mode is the only mode you can [create a budget](/flex-modes/save-and-share-your-work/create-a-budget.md) from.
{% endhint %}

### 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.

<div align="left"><figure><img src="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FkkHtflPdB5ZLPEG5AdnU%2Fimage.png?alt=media&#x26;token=32314ddd-5a33-4f29-a1c9-3929badc7b7a" alt="" width="428"><figcaption><p>Summary view of Period mode</p></figcaption></figure></div>

### 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.

<div align="left"><figure><img src="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FSLQFejxVSSdqT8g2BRJi%2Fimage.png?alt=media&#x26;token=23dd9ffe-e4a6-4344-abc3-79f6220c8a87" alt=""><figcaption><p>Dimension view of Period mode</p></figcaption></figure></div>

### 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**.

<div align="left"><figure><img src="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2F8umEEtaarPDzXxE3AqaD%2Fimage.png?alt=media&#x26;token=2188a8c0-dc47-479a-a2ad-9abf4277b08c" alt="" width="461"><figcaption><p>Using the Select dates feature to apply a custom date range</p></figcaption></figure></div>

<div align="left"><figure><img src="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2Fa5iAkIigYCawRlxNuDBe%2Fimage.png?alt=media&#x26;token=126f89e9-0bc4-4c2d-8dcc-8c89e63221a7" alt=""><figcaption><p>Daily sales of each product class in June 2026</p></figcaption></figure></div>


---

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