Projections Change Query Tool

Estimated reading time: 4 minutes

Overview

Purpose: The Projections Change Query Tool provides insight to how Projections have been changed while open, with views on the summary and detailed levels.

Report Location

Dynamic Columns

For all tabs of the Projections Change Query Tool, the projected month columns will dynamically change for the given Fiscal Period. For August it will show five months, for September four months. All other Year-Months will display their three projected months.

Summary Tab

Purpose: Provides a summarized view of projections for the given fiscal period, grouped by Account Type.

Filter Options:

  • Year-Month - Required. Must be YYYY-MM format
  • District/Grouping - Optional. Blank defaults to all districts in your rights. Allows individual district, district ranges, or groupings
  • Begin Date - Optional. Blank defaults to the start of the budget season. If used, no data will pull in before the datetime stamp
  • End Date - Optional. Blank defaults to the end of the budget season. If used, no data will pull in after the datetime stamp
  • Currency - Required. Options are USD or CAD

Detail Tab

Purpose: Provides a detailed view of projections on the account level for a given fiscal period.

Filter Options:

  • Year-Month - Required. Must be YYYY-MM format
  • Account - Optional. Blank defaults to all accounts. Also allows individual accounts
  • District/Grouping - Optional. Blank defaults to all districts in your rights. Allows individual district, district ranges, or groupings
  • Begin Date - Optional. Blank defaults to the start of the budget season. If used, no data will pull in before the datetime stamp
  • End Date - Optional. Blank defaults to the end of the budget season. If used, no data will pull in after the datetime stamp
  • Currency - Required. Options are USD or CAD

Summary Last Save Tab

Purpose: Shows the last saved, summarized view of the projections saved to a fiscal period grouped by Account Type.

Filter Options:

  • Year-Month - Required. Must be YYYY-MM format
  • District/Grouping - Optional. Blank defaults to all districts in your rights. Allows individual district, district ranges, or groupings
  • Currency - Required. Options are USD or CAD

Detail Last Save Tab

Purpose: Shows the last saved, detailed view of the projections saved to a fiscal period on the account level.

Filter Options:

  • Year-Month - Required. Must be YYYY-MM format
  • Account - Optional. Blank defaults to all accounts. Also allows individual accounts
  • District/Grouping - Optional. Blank defaults to all districts in your rights. Allows individual district, district ranges, or groupings
  • Currency - Required. Options are USD or CAD