Analyzing Trends in the Balance Sheet Dashboard
The Balance Sheet Dashboard displays key metrics and trends for Actual and Budgeted values of the balance sheet. The trends displayed are based on the selected Subsidiary and Currency dimension member. You can use this dashboard to analyze Balance Sheet trend metrics and the Assets and Liabilities and Equity Roll-up trends. The dashboard also includes the option to drill into asset or liability Accounts to view trends at a detailed level.
This section includes general instructions on how to use the following interactive subforms in the Balance Sheet Dashboard:
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Balance Sheet Trend – Displays the Current, Debt to Equity, Debt to earnings before interest, taxes, depreciation, and amortization (Debt to EBITDA), and Return on Assets Ratio trends for the current and next financial year.
The trends in the Balance Sheet Trend graph are based on the following ratio calculations:
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Current Ratio = Total Current Assets / Total Current Liabilities
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Debt to Equity = Total Liabilities / Equity
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Debt to earnings before interest, taxes, depreciation, and amortization (EBITDA) = Total Liabilities / EBITDA
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Return on Assets = Net Income / Assets
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Assets Roll-up – Displays the Total Assets trend. The subform includes the option to drill down to totals by asset type.
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Liabilities : Equity Roll-up – Displays the Total Liabilities and Equity trend. The subform includes the option to drill down to totals by liability type and equity.
To analyze the Balance Sheet's key metrics and trends:
You can maximize and refresh each trend graph individually by clicking the Maximize icon 
and Refresh icon in each subform 
, respectively.
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From the Home page, go to Financials > Balance Sheet.
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Click Balance Sheet Dashboard at the bottom of the page.
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In the Point of View, select a Version, Subsidiary, and Currency.
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Click the Go icon
to apply the changes. -
Review the trends within each interactive subform for the selected Subsidiary. You can hover over a series line in the graph to display the series name, period (group), and value.
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(Optional) To drill down further to the individual trend details of a particular subform, click a specific line in a graph that you want to drill into. Alternatively, click a specific trend name in the legend.
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In the Asset Roll-up subform, if you drill into Total Assets, drilling displays a breakdown of Total Assets by Total Current and Fixed assets.
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In the Liabilities : Equity Roll-up subform, if you drill into Total Liabilities and Equity, drilling displays a breakdown of total liabilities and equity by total current liabilities, total long term liabilities, and total equity.
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