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How to split out the quarterly summaries in the waterfall table?

Question:

In the Waterfall table of RevPro Workbench, how can I split out the quarterly summary column into 3 months?

3 REPLIES 3
Zuora Staff

Re: How to split out the quarterly summaries in the waterfall table?

HI Muhan ,

In the Waterfall tab on the Workbench Screen  there is a Manage layout option , if you can navigate in there all the layouts in WF tab are listed and if you can click on the edit option on these layouts there is an LOV  " Show Amount BY "  in that LOV if you choose BY QTR then your watrefall  tab will display the amortisation quartely ( For that specific layout) .

 

Workbench --> Manage layouts --> Edit Layout --> Show Amount By --> 

 

Refer attachment for Details

Waterfall2.jpg
Zuora Staff

Re: How to split out the quarterly summaries in the waterfall table?

 
Waterfall.jpg
Zuora Documentation

Re: How to split out the quarterly summaries in the waterfall table?

Answer:

The MAX_PERIOD profile determines how periods are split in the waterfall table and waterfall report. If the number of periods in the waterfall exceeds the specified value of this profile, RevPro will collapse the periods on a quarterly or yearly basis.

 

Increasing the MAX_PERIOD profile value can help split the quarterly summaries in the waterfall. However, due to some technical limitation, it is not recommended to set MAX_PERIOD profile value to be greater than 40. If the specified value is greater than 40, all future schedules are not displayed in the waterfall.

 

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