We're rolling out more ways to understand trends in your model. The punchlines:

• Time Comparisons allow comparing to prior periods, displayed as rows.

• Custom Rollups allow aggregating values over intervals, displayed as columns.

• Both options can be found in the Customize menu when you're displaying blocks of drivers.

You can compose the Time Comparisons and Custom Rollups to generate powerful reports and visualization, helping you understand trends and tell compelling stories about your business.

Time Comparisons

New options under "Customize > Compare" allow for quickly spinning up comparisons of your drivers over previous time periods. Use it to quickly generate M/M, Q/Q, or Y/Y comparisons and understand the trendline of your business in a snap.

When selected, each time comparison period is shown as its own row.

Note that this feature displays data over time, from the currently selected scenario. To compare values across scenarios or snapshots, see our Help Center articles on Scenario Comparison and BvA.

Custom Rollups

In addition to comparing versus prior periods, often you might want to roll data up over specific intervals to answer questions like:

• "How much money have we made so far this year?"

• "Did we experience seasonality during any specific quarter?"

With the extension of our Custom Rollups menu, which you can find in "Customize > Rollups", you'll be able to aggregate and present rolled-up data to your heart's desire.

When selected, each custom rollup option is displayed as its own column in the timeseries table. The full set of Custom Rollup options now includes:

• Monthly, Quarterly, and Annual rollups

• Quarter, Half-year, and Year to Date (this sums up to and including the current calendar month)

• Quarter, Half-year, and Year to Last Close (this sums up to and including the month marked as Last Close)

• Trailing three, six, and 12 months (relative to the current calendar month)

If there are additional rollup options that would be valuable for your modeling or presentation needs, drop us a line in Slack or at [email protected].

Combining Time Comparisons and Custom Rollups

With a few clicks, you can combine both tools to create reports that highlight the growth, challenges, and opportunities of your business.

For example, you can quickly generate a quarterly report that compares this year’s performance to last year’s. Here’s how:

• In the Customize menu at top right, select Compare → Time period → 12 months ago.

• Next, select Rollups → Custom rollup → choose both Quarterly and Annually.

We hope these capabilities enable you to flexibly generate reports and involve your collaborators in better understanding the business. Happy modeling!