Insight Recipes In Financial Edge NXT

Ellyn Hassell

With insights in Financial Edge NXT, you can pair attributes with measures to break down totals and compare categorical data. Think of these as "recipes" for frequent analysis, with the measures and attributes as the main ingredients.

 

 

Based on SKY Reporting EAP client feedback, we’ve created a few recipes to help you get started. For example, use the following recipe to review income and expenses over time.

1. Select Clear and choose the Line chart insight format.

2. Move two instances of Transactional amount (natural balance) from the data catalog

to Measures.

 

3. Specify which account category to analyze for each instance of the measure.

• Select the first instance of Transaction amount (natural balance) under Measures. 
• Select Add attribute filter.
• Select Account category, choose Expense, and select Apply.
• Repeat for the second instance of the measure, but this time, select Revenue as the account category.

4. Move Date to View by, and select to view as "Fiscal date", grouped by "Month."

5. Next to Filters, specify the date even further and select "Fiscal date: Last 12 months."

6. Move Account number to Filters, choose which accounts to analyze, and select Apply.

7. Select Save, enter a unique name to identify the insight, and select Save.


As you build your insights, include additional attribute filters to add your own flavor! For more ideas and inspiration, see the Insights Recipes Help.