How statistics add up over time and for the group
Over a quarter or a year, a statistic that adds up over the month is summed, and one counted on a day or fixed until changed shows its last month. For the group, each line adds up the companies, is entered for the whole group, or is shown per company only. If a company that owes a figure has not sent it, the group figure is left out and the reason is shown.
Over a quarter or a year
| Kind of line | Example | Over a quarter or a year |
|---|---|---|
| Counted on a day | Headcount, active clients | The last month's figure |
| Adds up over the month | New clients, orders, units produced | The months added up |
| Fixed until changed | Floor space, branches | The figure in effect at the end |
If the latest month has no figure yet, the previous month's is shown, marked with its date. In a custom report, a statistic row for a line counted on a day or fixed until changed shows the average of the month ends by default, and you can switch it to the last month.
For the group
- The companies add up. The group figure is the sum of the companies expected to report. Headcount usually works this way.
- Entered for the whole group. The figure is entered once for the group, and the companies need not add up to it.
- Shown per company only. There is no group figure, for a statistic that means nothing added up.
Which companies are expected
A company is expected to report a statistic when it is consolidated line by line, is in the group that month, and is on the line's list of reporting companies. Other companies show Not expected.
When a figure is missing
If a company that owes a figure for a past month has not sent it, Finconsol leaves the group figure out and says which companies are missing. It does not show a total with a company left out. For the month in progress it says how many companies have sent their figures so far.
A ratio built on a missing statistic, such as revenue per employee, shows that it cannot be worked out rather than a number. Data Health lists the missing statistic figures for each month.
Running totals
A line that adds up over the month can keep a running total from a month you choose, with an opening figure. The running total is left out if any month since its start is missing.