Analysis
Analysis
The Analysis panel is intended for comparing the plan with the corresponding results. It contains header with analysis settings and four subpanels: Comparison, Filter, Multi-Analysis and Ad-Hoc (only for financial analysis).
1.
| Plan |
Plan type to analyze: Sales plan, Purchase plan, Financial plan or Payroll plan. |
| Compare |
Selection by which measure plan is analyzed: by value or by quantitiy. |
| By |
By which parameter plan is analyzed (described in section comparison parameters). |
| Planned |
Checkbox if planned values are visible in the comparison grid. |
| Results |
Checkbox if realization values are visible in the comparison grid. |
| Last Year |
Checkbox if last year realization values are visible in the comparison grid. |
| Index |
Checkbox for which index is visible on the comparison grid (values are added on the fly, there is no need for recalculation when index checkbox is selected):
- Index R/P - Index between realization and plan = (results/planned)*100 .
- Index P/LY - Index between plan and last year realization = (planned/last_year)*100.
- Index R/LY - Index between realization and last year realization = (results/last_year)*100.
- Index P/R - Index between plan and realization = (planned/results)*100.
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| Difference |
Checkbox for which difference calculation is visible on the comparison grid (values are added on the fly, there is no need for recalculation when difference checkbox is selected):
- Difference R-P - Difference between realization and plan = (results - planned).
- Difference P-LY - Difference between plan and last year realization = (planned - last year).
- Difference R-LY - Difference between realization and last year realization = (results - last year).
- Difference P-R - Difference between plan and realization = (planned - results).
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| Periods |
Periods checkbox is active only for financial plan and monthly plan type. If selected it will show analysis by months, if not it will show only total values. |
| Total |
Total checkbox selects if grid shows also total results at the end of the grid of just calculation by periods (only for sales and financial plan). |
| Quarterly Totals |
Quaterly Totals checkbox selects if you wan to see plan analysis also by quarters (option is aplicable only for monthly financial plan). |
| Show realisation only for planned parameters |
This option will fiter realisation and show only values that have same parameters (account, subject, cost center and department) in finance detailed grid. |
| Reverse Rows |
This option will reverse rows in the analysis grid. Change is applicable on the fly, there is no need for recalculation.
|
| Reverse Columns |
This option will reverse columns in the analysis grid. Change is applicable on the fly, there is no need for recalculation. |
| Freeze Columns |
This option will freeze paramater columns in the analysis grid. When you move scroller left and right through the analysis, parameter columns are always visible.
|
| Filter |
Filter checkbox activates tab Filter where plan can be filtered. Section Filter below describes the use of Filter tab. |
| Multi-Analysis |
Multi-Analysis checkbox activates tab MultiAnalysis where plan can be broken down in details. Section Multi-Analysis below describes the use of Multi-Analysis tab. |
| Cumulative |
Checkbox enables calculation of cumulative values. When checkbox is selected, monthy values are not for individual month, but for selected month + all the previous months.
e.g.: January = January, Feburary = January + February, March = January + February + March...
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 |
Recalculate button will prepare analysis according to above settings. Analysis is prepared on the fly so it may take some time in case yoiu have a large plan and database. |
By selecting from the By dropdown you can choose according to which parameter you want to perform comparison. Below is a list of parameters, by which you can compare results for individual plan type.
| SALES* |
PURCHASE |
FINANCE |
PAYROLL |
| Lines |
Lines |
Lines |
Lines |
| Customers |
Suppliers |
Lines and formulas |
Subjects |
| Customer type |
Supplier type |
Subjects |
Departments |
| Regions |
Regions |
Departments |
Cost centers |
| Countries |
Countries |
Cost centers |
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| Items |
Items |
Account |
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| Primary category |
Primary category |
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| Secondary category |
Secondary category |
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| Custom fields |
Custom fields |
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| Departments |
Departments |
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| Cost centers |
Cost centers |
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| Clerks |
Clerks |
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| Document types |
Document types |
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| Item name |
Item name |
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| Subject code |
Subject code |
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| Person Responsible |
Person Responsible |
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| Consignees |
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| Primary supplier |
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* only Sales plan type enables multiselect of parameters.
3. Filter
By checking the Filter checkbox the Filter panel opens, where you can restrict by 3 parameters. By this you achieve that values which fall under the unselected will not be displayed.
First you select in the upper part of the box which parameter you want to restrict. Check the desired dimension members (parameters) in the bottom window.
You can make use of the righ-click menu and the Select All and Deselect All options that can be found there.
To perform comparison you need to click the Compare button in the Comparison panel.
4. Multi-Analysis
