Home Academy Video tutorials

Highlight financial performance using a waterfall chart

3:35 min
Highlight financial performance using a waterfall chart
This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance.

Supporting documentation

Phocas product
Financial Statements Financial Statements
Category
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

View financial information in a chart
Financial Statements Financial Statements

View financial information in a chart

Learn how to use charts to visually explore and interact with your financial information and spot trends at a glance.
2:43 min
Create an indirect Cash Flow statement using 'hide rows'
Financial Statements Financial Statements

Create an indirect Cash Flow statement using 'hide rows'

Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings.
2:26 min
Set a custom period in Financial Statements
Financial Statements Financial Statements

Set a custom period in Financial Statements

Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.
1:44 min
Export and copy data
Financial Statements Financial Statements

Export and copy data

Discover how you can export your financial data, or copy specific parts to use in other applications.
1:35 min