Income Statement Trend

Trend analysis collects data and performs a comparative analysis of a company's financial data over time.

The report helps you to analyze profit and loss information. The report provides tabular format of the income statement information. The table contains income statement information for 11 periods before the accounting period selected in the dashboard POV selector.

Income Statement Trend

  To compile the Income Statement Trend report:

  1. From the Oracle BI EE Global Header, select the Dashboards link, then select the OFMA menu list, and then select Oracle Financial Management Analytics.

  2. From Oracle Financial Management Analytics, select the Profit and Loss dashboard tab.

  3. From POV Selector, select the required POV dimensions that you want to use for the dashboard, and then click Apply.

    See Setting the Point of View in Oracle Financial Management Analytics.

The report displays the following information:

Table 11. Income Statement Trend – Report Details

Report in DetailDescription
Accounts

Contains the account value details.

From this column, you can click the expand icon expand icon to display the hierarchy of the selected account.

Accounts Name

The account description

TrendThe profit and loss accounts details, evaluated from the currently selected dashboard POV, rolling back to last 11 periods and including the current selected period.