Ratios Dashboard - extend time series

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Nick Ogle A+ 6
NO
Ratios Dashboard - extend time series

The Ratios Dashboard is set to display 12 Periods only. The worksheet is named "Ratios_P_MS".

How does one extend this to say 36 periods. All Assumption and Output modules are displaying 36 periods?

Michael Hutchens A+ 189

Hi Nick, I hope you're well.

As a general rule, the dashboard modules provided in the Modano content libraries are set to display a set number of time series periods so they always print well on a single sheet of paper. For this reason, they are usually created on presentation model schematic sheets (hence the _P_MS sheet naming suffix) rather than time series sheets, because they are intentionally not designed to be automatically shortened/extended to exclude/include time series periods.

Hence, if you're wanting to display more time series periods, you've really got 2 options:

  1. Extend the (currently 12 column wide) cell blocks within the existing module by selecting them and another 24 empty columns to the right of them and filling right (Ctrl+R). You can do this en masse very quickly; or
  2. Copy and paste all rows from the dashboard module into a time series module component instead.

I've demonstrated the first of these options on the basic monthly ratios dashboard in the attached file. It's quite strange because it's now a dashboard that can't practically fit on one sheet, and there's holes next to the charts, which is not ideal.

This discussion really highlights the importance of distinguishing outputs from presentation outputs, as outputs are usually built to scale/roll time series periods, whereas presentation outputs are usually designed to show a specific period of time to be included in a presentation, usually printable - with the exception of higher periodicity financial statements which we've included on presentation time series sheets. The tiled dashboard modules within the Modano content libraries - like the ratios modules - very strictly make this distinction, and have therefore all been built using presentation model schematic module components rather than time serie module components.

If you'd like help customizing your specific module, you can always purchase a support credit via the Support section of your account (www.modano.com/account/support) and have one of our exports walk you through it.

Nick Ogle A+ 6
NO

Hi Mike, all is well. Thank you for the advice. I have been able to extend the time series from 12 periods to 36 periods. (eg select the first block range J9: AS20) and then CTRL R to fill right. The remaining issues are :

(1) The column widths for A:J are 3 while column J:AS is say 11. To help fit the graph printout it would greatly help if Column J:AS could be reduced to say 9 without changing Column A:J from 3 to 9. Unfortunately it appears that all columns change if any column width is changed.

(2) The page break appears to be fixed.Can it be moved?

Kind regards

Michael Hutchens A+ 189

There's no reason why you shouldn't be able to change the column width of any column or range of columns. Just make sure you haven't selected a multi-column merged range before loading the Excel Column Width tool...

Page breaks are a bit trickier in sheets containing module components, as you can't use the usual mouse dragging technique. Instead, put the sheet in page break preview (View tab, Workbook Views group, Page Break Preview) and then right-click the mouse and use the shortcut menu commands to add/remove/clear page breaks, etc. It's a little less user-friendly than the normal Excel way of doing things, but you get used to it over time.

Tarjei Kirkesaether A+ 58
TK

Does Ctrl+R work in non-time series sheets now?? Is this new or have I unnecessarily deleted and reinserted cell blocks every time I forgot to make it wide enough?

Michael Hutchens A+ 189

Tarjei - Yes the Ctrl+R cell block fill right functionality works on all types of sheets.

The only difference is that you need to select the fill-right range on non-time series sheets so it knows where to fill to. On time series sheet, it fills to the end of the current (or next) time series period titles block, so you can press Ctrl+R multiple times on time series sheets with multiple period titles blocks and it will keep extending right one block at a time... It's cool stuff!