Skip to main content

Profit and Loss - Yearly Comparison

Key metrics at a glance:​

  • Current Year: This column shows the actual financial performance (Ledger Posting) of each P&L account for the current period.
  • Last Year: This column shows the actual financial performance (Ledger Posting) of each P&L account for last year's same period.
  • %: This column shows the variance in percentage from the current period compared to last year's same period. It is calculated as (Current Year Period - Last Year Period / Current Year Period) * 100.

Mapping and Filtering​

Mapping​

The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report. Note that the account mapping to each Reporting Code is defined in the Reporting Code configuration worksheet.

Report SectionReporting Code
Sales RevenueKPI_SALES
Sales Returns and AllowancesKPI_SRET
Cost of SalesKPI_COGS
Operating ExpensesKPI_OPERATING_EXPENSES
DiscountKPI_SDISC
Manufacturing CostKPI_MFG
Other Income and ExpenseKPI_SUSP

Filtering​

Selection Page:

  • Company
  • Fiscal Year
  • Fiscal Period
  • Ledger
  • Ledger Type
  • Budget
  • Mapped Dimension 1
  • Mapped Dimension 2
  • Mapped Dimension 3