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The Trending AR by Aging Ranges chart displays AR amounts, broken down by aging range, as of the end date of each of the fiscal periods in your analysis period. You can select either a stacked bar chart or a Mekko chart format. Each segment in a bar represents the AR amount for invoices in that aging range at the end of that period. |
In this topicUser Options That Affect This Chart |
If the Trending AR by Aging Ranges chart is not visible, click the By Aging Ranges tab.
The default chart is a stacked bar chart, but you can use the Fast Change icon (
) in the chart title bar to cycle to a Mekko chart.
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Chart Item |
Description |
|
Horizontal axis: Fiscal periods |
The horizontal axis displays the range of fiscal periods included in the analysis period. |
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Vertical axis (bar chart): AR amounts |
The vertical axis displays the range of AR amounts. |
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Vertical axis (Mekko chart): decimal parts of the total AR amount |
For the Mekko chart, the vertical axis divides the scale from 0.00 to 1.00 (100 percent of the AR amount) into equal segments. |
|
Stacked bars: AR amounts by aging range |
On the stacked bar chart, each bar represents the total AR balance as of the end of the fiscal period. Each segment in a stacked bar represents the AR amount for one of the aging ranges. |
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Mekko bars: percentage contributions of AR by aging range |
Each Mekko bar represents 100 percent of AR for that period. Thus, all bars are the same height. The relative widths of the bars indicate how each period's total AR compares to the total AR for other periods on the chart. Each segment in a Mekko bar represents the percentage of the total AR for the period that falls within that aging range. |
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Data Item |
Description |
|
Total AR amount for a period |
The sum of invoice balances as of the end of that period. |
|
AR amount for an aging range |
The sum of invoice balances with an age in that aging range as of the end of that period. |
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Mekko chart only: Percentage contributions to AR |
AR for the period that falls within the aging range รท Total AR for the period. |
For more information on AR data and how invoices are aged, see AR and DSO: Data Sources and AR and DSO: Key Concepts.
The following options on the User Options tab affect this chart:
Org or Reorg
For a description of how this option affects AR and DSO Analytics, see User Options That Affect AR and DSO.
Click 
at the top right of the chart
to display the chart at its maximum size. Click 
to restore the chart to its original size and location on the tab.
To focus the chart on a particular set of data points, click and drag the mouse pointer over the chart so that all of those data points are included in the green selection area. 
Illustration
To focus the chart on one or a few aging ranges, do either of the following:
Select the ranges in the Invoice Aging Ranges list. Illustration
Click and drag the mouse pointer over the chart legend so that the green selection area touches only the ranges you want. Illustration
To focus the chart on a more restricted analysis period, do either of the following:
Specify the analysis period using the analysis period bars at the top of the tab. Illustration
Click and drag the mouse pointer over the chart so that the green selection area touches only the bars for the fiscal periods you want. Illustration
If you use any of the above actions to change the chart, Costpoint Analytics applies the same changes, as appropriate, to all other analytic objects.
To see the exact AR amount for a period for a specific aging range, position the mouse pointer over that segment in the bar. When you do, Costpoint Analytics displays the fiscal period, the aging range, and the AR amount in a data box. Illustration
Click 
to send the data underlying
the chart to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the chart.
Email the chart.
Export chart data to a CSV file.
Attach a note to the chart.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.
