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Status Future Consideration
Workspace Jedox Platform
Categories Views
Created by Guest
Created on Jul 3, 2025

Dynatable - select relevant version and period

Current Situation
When creating a dynatable with years and versions, all selected versions and time periods are shown by default. However, in 99% of cases, only specific combinations of version and period are actually relevant for users.

Typical Use Cases

  • Past Years: Users are usually interested in actual data, e.g., “How much revenue did we generate in previous years?”

  • Current Year: A forecast is often used, combining actuals for the first few months with budget data for the remaining months.
    Example: Forecast 3+9 = Jan–Mar Actual + Apr–Dec Budget.

  • Future Years: The budget is most relevant here. (for your information: Many customers create separate budget versions for each year or planning period (e.g., Budget 2025, Budget 2026, Budget 2027).)

Requested Improvement

Please provide a way to easily show only the relevant combinations of version and period in a dynatable. This would significantly improve usability and relevance for end users.

Example View:

  • 2023 + Actual

  • 2024 + Actual

  • 2025 + Forecast 6+6

  • 2026 + Budget