GL Summary

The data model includes measures such as Posting, Posting YTD, Previous Month Posting YTD, Posting MtM Growth %, Ending Balance, Beginning Balance, Budget Amount, Debit, Credit, Budget (ALL) Amount, Variance, and Variance %. Views available are Income Statement, Balance Sheet, and Trial Balance to provide insights into revenues, expenses, net income, assets, liabilities, equity, and account balances for effective financial analysis and reporting.

Benefits of This Data Model

• Enhanced Financial Analysis: The data model provides a comprehensive set of measures and dimensions, such as Posting, Budget Amount, and Fiscal Year, enabling more in-depth financial analysis for better decision-making.
• Improved Reporting Accuracy: By incorporating measures like Posting MtM Growth % and Variance % along with dimensions like Account Code and Department Name, the data model ensures accurate and consistent reporting of financial performance across different aspects of the business.
• Efficient Budget Management: With Budget (ALL) Amount and Budget Code included in the model, organizations can effectively manage and track budget allocations, leading to better budget utilization and control.
• Streamlined Performance Monitoring: The inclusion of measures like Ending Balance and Beginning Balance, coupled with dimensions such as Calendar Year and Fiscal Quarter, facilitates monitoring and comparison of performance metrics over time for assessing company progress effectively.

Key Performance Indicators (KPIs)

• Posting: Represents the total amount posted in the current period.
• Posting YTD: Total amount posted year-to-date.
• Previous Month Posting YTD: Total amount posted year-to-date up to the end of the previous month.
• Posting MtM Growth %: Percentage growth in posting from the previous month to the current month.
• Ending Balance: The balance at the end of the current period.
• Beginning Balance: The balance at the beginning of the current period.
• Budget Amount: The allocated budget amount for the current period.
• Debit: Total debits recorded in the current period.
• Credit: Total credits recorded in the current period.
• Budget (ALL) Amount: The total budget amount allocated for all periods.
• Variance: The difference between the actual and budgeted amounts.
• Variance %: Percentage difference between the actual and budgeted amounts.

Available Visualizations

View Name	Description
Income Statement	Provides a summary of the company's revenues, expenses, and net income over a specific period.
Balance Sheet	Offers a snapshot of the company's assets, liabilities, and equity at a specific point in time.
Trial Balance	Lists the ending balance of each account in the general ledger to ensure the debits and credits match.