Whether it was a session that completely changed how you use the platform, a conversation with a fellow finance leader that sparked a new idea, a moment of recognition on stage, or simply the energy of being in a room full of people who just get it — we want to hear about it.

We're asking the Prophix community:

🗓️ Which year was your first Prophix Live! — and what stood out? 💡 Was there a session or speaker that changed the way you work? 🤝 Did you make a connection that's stayed with you? 🏆 Were you recognized at the event? Tell us about it! 😄 Any fun or unexpected moments you still talk about?

Drop your favorite memories in the comments below. Let's get the hype going for Denver — and remind each other why this event is worth every minute.

Join Taylor Garrett, Director of Finance at American Oncology Network, as he shares how his team transformed Prophix from a lightly used tool into a widely adopted, business-critical platform in Healthcare. Starting with only a handful of users, the organization scaled to dozens of active users by expanding access, improving processes, and aligning Prophix with broader business needs. Along the way, increased executive visibility into real-time performance data fundamentally changed how decisions were made—enabling faster insights, stronger accountability, and more strategic alignment across the organization. In this session, you’ll learn how to drive user adoption, empower stakeholders with meaningful data, and position Prophix as a central hub for financial and operational decision-making.

Got a question for Taylor? He's taking the stage on May 28 Thursday at 9:15 AM to 10:15 AM— drop your questions below before his session and he may answer them live or in the discussion forum!

Check out the full Prophix Live! Denver agenda here.

Learn how Per Solheim, Senior Financial Analyst at Horizon House, built a construction cost model in Prophix for his $400M+ West Tower expansion—a multi-year project with complex reporting needs. He will show you how he successfully integrated Business Central, balanced real-time reporting with ongoing model development in Prophix, and leveraged Excel for validation and reconciliation. Attendees will leave this session with clear, actionable insights for managing capital projects, complex modeling, and ERP integrations.

Got a question for Per? He's taking the stage on May 27 Wednesday at 4:15 PM to 5:15 PM — drop your questions below before his session and he may answer them live or in the discussion forum!

Check out the full Prophix Live! Denver agenda here.

In this session, Jessie Williams, Senior Financial Analyst at Geosyntec Consultants, shares how their team transformed an inconsistent, manual budgeting process into a structured, scalable model powered by Prophix. Learn how they rebuilt trust in their numbers by standardizing data across models, aligning reporting with key business metrics, and establishing a reliable monthly cadence for leadership. Jessie will also explore how they’ve leveraged Prophix beyond budgeting—supporting M&A integration and positioning it as a strategic driver for smarter, more confident decision-making.

Got a question for Jessie? He's taking the stage on May 28 Thursday at 8:00 AM to 9:00 AM — drop your questions below before his session and he may answer them live or in the discussion forum!

Check out the full Prophix Live! Denver agenda here.

Learn how Justin Buttles and Devin Liebmann from Energy Trust of Oregon, Inc. transformed their FP&A processes through their Prophix implementation. In this session, they will explore their organization’s shift from a traditional annual budgeting approach to a more strategic 5-year planning model, as well as their transition from semi-annual, year-end forecasting to a more agile process featuring four forecasting cycles per year with a 6-quarter rolling forecast. Discover the drivers behind these changes, key lessons learned during implementation, and how enhanced visibility and flexibility are supporting better decision-making across the organization. Energy Trust of Oregon is a nonprofit organization operating in the energy & utilities sector.

Got a question for Devin and Justin? They're taking the stage on May 27 Wednesday at 1:30 PM to 2:30 PM — drop your questions below before their session and they may answer them live or in the discussion forum!

Check out the full Prophix Live! Denver agenda here.

Go beyond the “go-live” story and learn how Jodi Schultz, Associate Vice President of Finance at Sammons Financial Group turned Prophix into a strategic advantage over eight years. By replacing manual, time-consuming processes with automated workflows, their finance team has significantly improved efficiency, reduced reporting timelines, and enabled better decision-making across the business. This session highlights the leadership perspective behind sustained success—what works, what evolves, and how to continuously expand Prophix to meet growing organizational demands.

Got a question for Jodi? She's taking the stage on Wednesday, May 27 at 2:45 PM — drop your questions below before her session and she may answer them live or in the discussion forum!

Check out the full Prophix Live! Denver agenda here.

Section 1: Operating Margin for Operating Entities

Follow these Steps:

1. Open Ad Hoc Analysis

2. Create a Dataview with Account dimension in Rows and Time in columns

   

3. Select Revenue and Cost accounts along with Operating Expense and Operating margin in Account dimension. Select current year Named Set for Time, version as Actual, Entity as All, Time perspective as Base (MTD)

   

4. Save the Dataview in the Dashboard Related Dataviews Folder of Document Explorer

5. Open Dashboard Studio. Click + button and select Chart

6. Set the fields below:

   1. Title: Operating Margin, Total Entities

   2. Dataview: Attach the Dataview created above

   3. Chart Type: Waterfall

   4. Turn on Legend with Position Bottom

   5. Turn on Labels for Category Axis

   6. Turn on Labels for Value Axis

   7. Under Data, Check Show connectors and Show arrows

   8. Turn ON data labels

   9. 

7. Click Ok

Section 2: Revenue Achieved and Variances

Follow these steps:

1. Open Ad Hoc Analysis

2. Create a Dataview with Version dimension in Rows and Time in columns

   

3. Select Actual, Budget and Variance % (ACT-BUD/BUD) versions in version dimension. Select Budget year Months Named Set for Time, Account as Gross Revenue, Entity/Product as All, Time perspective as Base (MTD)

   

4. Save the Dataview in the Dashboard Related Dataviews Folder of Document Explorer

5. Open Dashboard Studio. Click + button and select Chart

6. Set the fields below:

   • Title: Revenue Achieved and Variances

   • Dataview: Attach the Dataview created above

   • Chart Type: Under Combo, select Combo custom

   • Turn on Legend with Position Bottom

   • Turn on Labels for Category Axis

   • Turn on Labels for Value Axis

   • Turn on Labels for Secondary Axis

   • Under Data

     1. For Series Actual, select Series Type as Bars, Plot Series on as 1

     2. For Budget Actual, select Series Type as Area, Plot Series on as 1

     3. For Variance (%) Actual, select Series Type as Lines, Plot Series on as 2

     

7. Click Ok

Section 3: Rolling 12 months Gross Margin & Operating Expenses

Follow these Steps:

1. Open Model Manager. Go to Time Perspective dimension of the Finance cube. Click + button to create a new time perspective and fill the information as below:

   2. Key: R12 || Name: Rolling Last 12 Months

   3. Time Perspective type: Rolling Last N Periods

   4. Calculation Method: Sum

   5. Number of Periods: 12

2. Save and Publish the cube

3. Open Ad Hoc Analysis

4. Create a Dataview with Account dimension in Rows and Time in columns

   

5. Select Gross Margin and Total Operating Expenses accounts in the Account dimension. Select Budget Months Named Set for Time, version as Budget, Entity as All or Total, Time perspective as R12 (Rolling Last 12 Months)

   

6. Save the Dataview in the Dashboard Related Dataviews Folder of Document Explorer

7. Open Dashboard Studio. Click + button and select Chart

8. Set the fields below:

   1. Title: Rolling 12 months Gross Margin & Operating Expenses

   2. Dataview: Attach the Dataview created above

   3. Chart Type: Under Column, select Stacked

   4. Turn on Legend with Position Bottom

   5. Turn on Labels for Category Axis

   6. Turn on Labels for Primary Value Axis

   7. Under Data

      1. For Series Gross Margin, select Series Type as Bars, Plot Series on as 1

      2. For Series Total Operating Expenses, select Series Type as Bar, Plot Series on as 1

   8. 

9. Click Ok

Section 4: My Favorites

Follow these Steps:

1. Open Document Explorer

2. Find and select the templates your CFO frequently needs

   

3. Click Actions. Then Click Add to Users

   

4. Select you CFO or multiple users to the selected templates to their Favourites. You can also use Groups, created from security Manager

   

5. Click OK

6. Open Dashboard Studio. Click + button and select Favorites

7. Fill the fields in the My Favorites window as below:

   1. 

   2. Title: My Favorites

   3. Sort Field: Dated Added

   4. Sort Order: Ascending

   5. # of items: 20

8. Click OK

Section 5: Average Selling Price

Follow these Steps:

1. Open Dashboard Studio. Click + button and select Badge

2. Fill the values below in the badge window

   1. 

   2. Title: Average Selling Price ($)

   3. Data Source: Fixed Value

   4. Value: 45.60

   5. Top Text

   6. Text: All Products

   7. Feel free to make changes as required

3. Click OK

Section 6: Monthly Quantity Sold

Follow these steps:

1. Open Ad Hoc Analysis

2. Create a Dataview with Version and Account dimensions in Rows and Time in columns

   

3. Select Actual and Budget in version dimension. Select Current Months Named Set for Time, Account as Quantity (or any other as per preference), Entity/Product as All, Time perspective as Base (MTD)

   

4. Save the Dataview in the Dashboard Related Dataviews Folder of Document Explorer

5. Open Dashboard Studio. Click + button and select Chart

6. Set the fields below:

   • Title: Monthly Quantity Sold

   • Dataview: Attach the Dataview created above

   • Chart Type: Under Other, select Gauge

   • Turn on Labels for Value Axis. Select Displace units as Thousand (or Millions)

   • 

7. Click Ok

Section 7: Saving and Assigning the Dashboard

Follow these steps:

1. Click File and Save to save the Dashboard.

2. Open Document Explorer. Go to the saved Dashboard

3. Select the Dashboard.

   

4. Click Actions, Add to User(s)

   

5. Select you CFO or multiple users to the selected templates to their Favourites. You can also use Groups, created from security Manager

   

6. Click OK

I'll tend to copy over existing scenarios and then run back in manually to clean up certain DPOs and it feels a little messy. I'm sure there are ways to avoid this, but curious if there is a way to quickly reset them all to help with data integrity and assurance.

Thanks for reading and considering!

In the reporting format, under Page → Cost Centre Group, how can I set the default view to “Hierarchy” instead of “List” .

The "Cost Centre.Cost Centre Groups" page selector has a small gear ⚙️ icon beside it.
When clicked, a popup opens with:

• View

  • ○ List

  • ● Hierarchy (highlighted in green)

I have switch to Hierarchy manually every time—but Prophix automatically reverts to List the next time the report is opened.

Could anyone please guide me on how to fix this.

Thank you!