Defining the Financial Data Grid

The Performance Leader platform allows user data to be stored in a grid format with the rows and columns defined as required. Each user will have a their own grid in their profile containing their data. For each user, as many of the grid fields can be used as required - you do not have to use all of them.

The grid can be used to store financial data or time-keeping data or whatever you want!

This data is visible to admins, manager and the individual users.

Admins can view and edit the data via the user manager utility, as well as uploading the data in bulk for multiple users.

Managers can view the data for their direct reports via the ‘direct reports’ page, but they cannot edit it. The individual users can also view the data in their profiles but not edit it.

Here is an example of the grid for an individual user.

The data grid for each individual user can be pulled into reviews and included in the report created from the review.

This article will describe how to set up the rows and columns.

Understand the applications of the financial data grid

Learn how to set up the rows and columns

You need to decide how best to display the information to make it easy to read. You can give the rows and columns of the grid meaningful names to add clarity.

For example, a simple grid might show billing and non billing hours over four quarters of a year.

This would require the rows and columns to be set as shown below.

To do this, log on as admin and click on ‘Settings’ on the left-hand side menu. This will bring up the ‘system settings’ page. Click on the ‘attributes’ tab to bring up the list of attributes.

The list of attributes includes several different types as well as the grid columns and rows. Scroll down the list of attributes to see if any grid columns and rows are already set. They will have type ‘Financial Metric’.

To add a new row or column, click on the big green ‘+’ button near the top of the page (1). A pop-up screen will appear (2).

Select attribute type ‘Financial Metric (ie table rows)’ or ‘Financial Secondary Metric (ie table column)’. For the attribute name, enter the row or column name.

Then click on the green ‘save’ button (3). This will take you back to the attributes list. If you scroll down to the financial metrics, you will see the new row or column has been added.

To edit an existing row or column, click on the ‘edit’ button to the right of the attributes list item.

The pop-up screen will appear as it did when adding a new row or column. Amend the details and click on the green ’save’ button.

You can change the row or column’s position on the grid by dragging it to change its position on the attributes list. Position your cursor over the six dots to the left hand side of the new row or column. The cursor will change to a four-pointed star. Click the left hand mouse button and drag it to the correct position.

To delete an existing row or column, click on the ‘edit’ button to the right of the list item.

The pop-up screen will appear as it did when adding a new row or column. Click on the ‘remove attribute’ link to delete the item.

In the user manager tool, open up the full details of a test account and go to the ‘financial’ tab.

The grid will be shown. You can tick the check boxes for the rows and columns you want to use and enter some test data, then click on the green ‘save changes’ button.

Check that the data is presented clearly and change the grid design as required.

To add data to the grid, you can type in details for individual user accounts as above. There is also an import tool that allows you to upload financial data in bulk from a spreadsheet.