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Importing historical data for YoY analysis

  • 1.  Importing historical data for YoY analysis

    TOP CONTRIBUTOR
    Posted Dec 16, 2020 09:31 PM

    Hi All

    We're going live next week (finishing existing 2020 stuff in existing system). At the end of Jan we will want to run analysis reports with YoY comparison by month of revenue (incl by customer), expenses (incl by vendor), etc. We can bring in any level of granularity need to accomplish this  

    We have a good mapping of existing GL to Nav GL and Dimensions, but not sure of the best type of transaction to use to get into Nav

    Anyone done this and got any suggestions?

    Worst case we'll use a custom table and external; reporting tools but it would be nice to use standard nav analysis tools

    Thanks

    mark



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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Importing historical data for YoY analysis

    NAVUG ALL STAR
    Posted Dec 17, 2020 08:55 AM

    Mark,

    Do you dimensions include Customer and Vendor dimension values? If so, you would be able to do financial reporting based on those dimensions if you bring in 2020 net changes by month. Post a 12/31/19 entry for BS opening balances and record net changes by dimension for each month in 2020.



    ------------------------------
    Amanda Mayer
    NAVUG All Star
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Importing historical data for YoY analysis

    NAVUG ALL STAR
    Posted Dec 17, 2020 09:30 AM

    Mark,

    Good Morning. Hope you are well. I will concur with Amanda. If you have your Customer and Vendors as Dimensions, you can use the RapidStart(old name)/Configuration Package (new name) to import your Opening Balance Sheet as of 12/31/2019. Then import the Net Change, per Chart of Account, per Dimension, for each Accounting Period in 2020. The import will appear in the General Journal you selected as the Template/Batch. If you need help here feel free to email back and I can send back a Configuration Package you can import into your BC for GL History Load.

    Good Luck in your Go LIVE.

    Steve



    ------------------------------
    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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