Features

• Full access to all data source columns.
• One report serves multiple users' analysis needs.
• Dynamic pivot table view for flexible data arrangement.
  • Use Row, Column, and Value fields, similar to Matrix Tables, to build a standard table.
  • Use Column Configurator to prepare data, enabling users to create their own custom view.

• Use Row, Column, and Value fields, similar to a Matrix Tables, to build a standard table.
• Drag a date field into Column Configurator field and ensure it's set to original date field, not the Date Hierarchy.
• Click Analytics > Variance tab, then drag a date field from the Field List to "Compared By".

• Create a dimensional table "Calendar".
• Build relationships of PnLPlan and Cur PnL tables with the "Calendar" table.
• Populate data into Flexa Tables.
• Click Analytics > Formula tab, then create a new column "Var" = "Actual PnL" - "Plan PnL".

Create a Calculated Column with Formulas:

• Click Analytics > Formulas tab, enter a name, drag fields from Field List, type an expression, then click Apply.
• To edit, click the pencil icon in the Field List.
• Use Basic Arithmetic: +, -, *, /
• Apply Aggregate Functions:
  • SUM(field) – Returns the total of all values in the field.
  • AVERAGE(field) – Returns the average (mean) value of the field.

• Merge 2 tables PnLPlan and Cur PnL into one table "Actual_Plan_PnL".
• Use Row, Column, and Value fields, similar to a Matrix Tables, to build a standard table.
• Click Analytics > Variance tab, then drag "PnL Type" from the Field List to "Compared By".

To highlight values based on specific conditions, click the Conditional button. A popup will appear, allowing you to set your rules and assign colors to different values. You can also use the "+" button to open tabs and set colors for each field separately.

Personalize value colors in FlexaTables to align with your reporting standards and visual preferences.

Available when variance is applied. Please click Chart to toggle chart view.

Set value formats for your FlexaTables based on your specific needs.

Allows you to show or hide columns and drag-and-drop to reorder them in your visuals as needed.

Filter columns quickly by typing directly into the search box beneath each column header. You can simultaneously filter multiple columns, providing viewers with a flexible and intuitive way to narrow down rows based on specific column values. The default operation for the row search box is "equal." You can click on the filter icon for more options (e.g., less than, greater than, etc.)

Click the header to sort the rows in descending order. Click again to sort in ascending order, clicking again will return you to the original sort order.