Trend Analysis in Dynamic Reports

Trend Analysis to explore trends and seasonality across hierarchy members (leaf and rollups) in Dynamic Reports. This feature allows users to see a report’s current and future data trends, even when a cell hasn't been flagged as a Signal by the Predict Engine. This ensures users can analyze data contextually, with or without Signal flags, in a consistent and intuitive UI.

How to Access Trend Analysis in Reports?

1. Navigate to Reports > Dynamic Reports.

2. Click the desired dynamic report from the list.

3. Right-click on the desired cell and select Trend Analysis.

   
   The Trend Analysis screen displays.
   
   

4. Click the Chart Only toggle to view the data table grid below the chart.
   
   You can view the following features:

   • Projected Future Trends and seasonal patterns for any hierarchy members (Leaf or Roll-up) for both Signal or non-Signal cells

   • AI projections, visually differentiated with:

     • Solid lines for actuals

     • Dotted lines for projections (current and future fiscal years)

Note:

The trend analysis will not show for the following line types:

• Header line

• Excel line

• Row title

• Variance type

• Calculated Members

• Hierarchy Members with insufficient historical data