In Basis Workbooks, Views allow you to customize columns for various purposes like reporting on Budget vs Actuals (BvA), month-over-month (MoM) analysis, and tracking trends in past and future company performance.
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How-To: In a Workbook, click the 'View' button. This opens a side panel with options to configure your table.

Two views can be set:

Actuals: Historical values, typically factual numbers from the past, often flowing in from an integration.

Projections (forecasts): Best estimates for future performance, based on past data and future models.

Forecasts from other Scenarios: When comparing against other Scenarios, you can optionally include values from those Scenarios or Budgets.

These are your Swiss Army knives, super adaptable for all sorts of comparisons. For instance, you might want to see how your actual spending stacks up against your budget, or maybe compare this quarter’s performance with the last. Here are some common analysis columns that can easily be configured on a Workbook:

Budget vs Actuals: A variance comparison between a saved Budget and Actuals.

Forecast vs Actuals: A variance comparison between the current live rolling forecast or any live Scenario vs Actuals.

MoM / QoQ / YoY comparison: Compare performance across various periods.

Three-way Budget vs Forecast vs Actuals: A variance comparison between the live rolling forecast, a saved Budget, and Actuals.

Live forecast (Base) vs Bull (or Bear) Scenario: A variance comparison between the live rolling forecast and any other Scenario such as a Bear or Bull case.

In Basis, when we talk about a 'Period', we're looking at how certain months band together to form a Quarter or a Year. It's like taking a snapshot of a specific timeframe. These Period Summary Columns are all about giving you a neat summary of what’s happened, or what’s predicted to happen, over these larger chunks of time.

The flexibility of Period Summary Columns means that any column you set up for individual months, you can do the same for Quarters and Years. It's like having a zoom lens for your data – close up for the detail, zoom out for the big picture.

Actuals: Picture this as your time machine to the past. For example, combine the Actuals from January, February, and March 2023, and there you have your Q1 2023 Actuals. It's a factual recap of what's already happened.

Projections (forecasts): Now switch gears to your crystal ball. These are your educated guesses for future periods. Say, add up what you think will happen in January, February, and March 2030, and you get a peek into Q1 2030 Projections.

SubTotal: This one's a bit like a live scoreboard. It gives you a running total of both Actuals and Projections for a Period, depending on where you are in the current Rollover date. It's super handy mid-Quarter or Year when you're trying to gauge how things are shaping up. Think of it as a sum of past Actual months plus the future Projections in that period.

Let's talk about how you can pick and choose the data that shows up in your Workbook reports.

Use current actuals value if available: Want to keep a finger on the pulse? Turn on this option, and you'll see the Actuals for the current month roll in live from your integration. It's like getting a sneak peek of your financials before the month wraps up.

Include historical forecasts: Flip this switch, and voila! Your Workbook will line up historical Projections right next to your Actuals. It's like having a time-traveling comparison at your fingertips.

Here's where you get to play data detective. Use this section to mix and match analysis columns across different Scenarios. Want to see how your actual performance measures up against your plans? Set up a Budget vs Actual (BvA) comparison.

Let’s say you’re eyeing how your Base Scenario stacks up against the ambitious 2024 AOP Budget. Here we show how to set up that BvA comparison:

It's like curating an art gallery: use the toggles in this section to decide which of your pre-set Model Data, Analysis, and Summary columns get the spotlight.

Another way to customize your View is to create Workbook groupings. Groupings can be made on Dimensions configured within Blocks linked in the Workbook.

Why Group?: Think of groupings as your data's personal organizer. They help you sort everything into neat, understandable categories.

How to Group: You can group your data based on the Dimensions set in the Blocks linked to your Workbook.

The Perks: It's not just about neatness. These groupings let you zoom out for a broader view or zoom in for the nitty-gritty, helping you understand performance from angles you might not have considered before.