What did I sell yesterday? (using transaction mode)

Learn how to enhance your analysis in Flex Modes by adding custom columns. Whether you’re creating calculation columns to build formulas like percentages and comparisons, or adding measure columns to bring in additional data such as counts, this feature gives you the flexibility to explore your data more deeply and uncover meaningful insights.

 

Learn how to create custom user-defined "month to date" or "calendar year to date" periods from scratch and save them as new defined periods. Since they’re your custom periods, you’ll have complete control to edit or delete them whenever necessary.

Custom periods are temporary date ranges used for analysis without being saved. See how to apply them to review specific timeframes, like a sales promotion. Custom periods can include full months, partial months, or a custom range of dates, depending on the available period types in the database.

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.