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This table displays the revenue by organizational level and project. When you select an organization, each respective lower organizational level displays as a column on the table. See Focus the Table for more information. The start and end date for the analysis period displays as part of the caption, and updates as you change dates. This information is important for cases where there is baseline or budget data beyond the current period.
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In this topic |
If the Revenue by Org Hierarchy table is not visible, click the By Org Hierarchy tab:
The following data displays on this chart:
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Chart Item |
Description |
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Projected Revenue |
This column displays the projected revenue by organization and project. The Period or YTD settings also impact the data that displays on this table. Period is data for the current analysis period, while YTD provides a cumulative, rolling perspective within a given year. See Period or Year-to-Date for more information. If the timeframe extends beyond the current period, the columns display projections that include Budget Baseline or Forecast data, depending on the Budget Type setting on the User Options tab. If prior year revenue adjustments are included in the PSR tables, projected revenue amounts may include those revenue adjustments, depending on how Costpoint Analytics is configured. For more information, see "Adjustment Period." |
There are two ways to view revenue: Period and Year-To-Date (YTD). The type of chart impacts the data that displays on the charts.
Period is data for the current analysis period, while YTD provides a cumulative, rolling perspective within a given year. For example, February = January + February, March = January + February + March, and so on.
Profit defaults to YTD when used initially, but you can switch the chart type at any time.
To switch the type of chart...
Locate the chart type options. 
Click Period or YTD. The selected option's button turns green, and the pertinent information on the charts and tables updates to reflect your selection.
The following options on the User Options tab affect this chart:
Budget Type
Org or Reorg
Organization View
For descriptions of how each option affects Revenue Analytics, see User Options That Affect Revenue.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
The
default view for this table is your entry-level org/reorg, but you can
view additional levels by clicking the 
sign. As you open each level of the hierarchy, you can continue clicking
the sign in the columns until you reach
the lowest level you want to view. Conversely, click the 
sign to close each level as you move back up to the top of the hierarchy.
If you focus the table by selecting a row, Costpoint Analytics applies the same change, as appropriate, to all other analytic objects.
Because this is a pivot table, you cannot change the order of data in the table as you can with most other tables in Costpoint Analytics.
Click 
to
send the data underlying the table to Microsoft Excel. The data that displays
in the Excel spreadsheet is dependent on the number of organization levels
that are displayed in the hierarchy. For example, if you click +
and open every level of the hierarchy, all of these levels will display
on the spreadsheet. The same is true if you click -
to close every level of the hierarchy and then click .
Only the top organization level will display.
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.