The Data Rollups feature allows users to aggregate data across time periods directly from the metrics view. This update introduces three key improvements:
Rollups to aggregate metric data by quarter or year
Frequency filtering to view metrics by annual, quarterly, or monthly periods
Saved display settings that persist per company and are applied across your portfolio
Filtering by Data Frequency
Step One: From the Frequency filter, choose the set of metrics you want to view.
Select frequency of metrics you want to view.
Rollups
Step Two: Navigate to a Company's profile and select Metrics. Click the three dots and toggle on Roll-up data.
From the company profile, click the three dots and then toggle on Roll up data.
Step Three: Choose the Display mode and roll-up settings for monthly metrics.
Choose to have the Roll-up displayed inline or to the right. For monthly metrics, decide if you want the Roll-up to show quarterly data, yearly data or both.
Once you've set the aggregation settings for a portfolio company, the settings will be applied across all companies.
Please note that the Roll-ups will respect the aggregation settings that are defined at the metric level. To change this setting, edit the existing metric.
Let us know if you have any questions.