Time Series
The JustPerform Canvas Add-in provides functionality that allows users to view data in the following forms:
Year to date
Month to date
Half-year to date
Quarter to date
Balances
These functionalities can be used for assets, liabilities, income, and expenses.
Year to Date
The year-to-date functionality helps users retrieve data from the start of the year to the current period. For example, if the user is currently in July and wants to know the revenue generated till July, they can select year to date to get the total revenue from January to July.
Month to Date
The month-to-date functionality helps users retrieve data from the start of the month to the current date. For example, if the user is currently on the 20th day of the month and wants to know the expenses incurred till today, they can select month to date to retrieve the data up to the current date.
Half-year to Date
The half-year-to-date functionality divides the year into two periods of six months each. The first half is from January to June, and the second half is from July to December. Users can retrieve data from the start of the half they belong to until the current month. For example, if the user is currently in March, half-year to date will retrieve data from January to March. If the user is currently in September, it will retrieve data from July to September.
Quater to Date
The quarter-to-date functionality divides the year into four periods of three months each. The first quarter is January to March, the second quarter is April to June, the third quarter is July to September, and the fourth quarter is October to December. Users can retrieve data from the start of the quarter they belong to until the current month. For example, if the user is currently in August, quarter to date will retrieve data from July to August.
Balances
Balances help users retrieve data as it is currently saved at the system level. The data retrieved will be the same as saved, with the only difference being in the sign. Income and liabilities are stored as negative numbers, whereas expenses and assets are stored as positive numbers.