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. Analysis (Header)

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.
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).
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...
	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.

2. Comparison parameters

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.

3. Filter

By checking the Filter checkbox the Filter panel opens, where you can restrict date od analysis and up to 3 parameters. By this you achieve that values which fall under the unselected will not be displayed.

On the left side there is an option to restirct analysis date From and To.

On the right side there is an option to restirt parameters. 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

Multi-Analysis is an option, where plan analysis is divided into results of selected parameter.  In the upper combobox you first select a parameter that you would like in analyse in details. In the lower panel you then select which of the values of parameters you would like to analyse. At the end you have an option to add also a total value with Total checkbox.

Results of such a selection are then shown after you click a button Recalculate.

5. Ad-Hoc

Ad-Hoc panel is accessible in the lower grid of analysis tab. Funcionality is the same as in Ad-Hoc form.

Additional functionality in this section is Ad-Hoc Template in the upper right corner. This section enables you to save structure of ad-hoc panel (measurements and dimensions) as well as edit SQL query that shows results. If you click button Edit SQL, new window with SQL query will open, where you can remove or add some data to SQL, which are then visible in ad-hoc panel. Each template is associated with individual plan and is not visible in other plans.

HOW TO?

Analyse results of your plan?