Analysis

The Analysis panel is intended for comparing the plan with the corresponding results.

It contains three subpanels: Comparison, Filter and Multi-Analysis.

Printing is enabled by using the MS Excel. By clicking the button you can export the table to Excel. The MS Excel opens (if installed on the computer). The current scope of the table will also be loaded to Excel worksheet where you can work with data and print it.

Comparison

By selecting from the Plan dropdown you can choose which part of the plan you want to compare (Sales, Purchase, Finance, Payroll).

By selecting from the Compare dropdown you can decide in case of sales or purchase whether you want to compare quantities or  values.

By selecting from the By dropdown you can choose according to which parameter you want to perform comparison (e.g. by lines, subjects, departments or cost centers in case of finance or corresponding parameters with the sales or purchase).

By checking the Planned, Achieved, Last Year, Index P/LY, Index R/LY,  Difference P-R, Difference P-LY, and Difference R-LY checkboxes you decide which columns are displayed in the table:

• Planned

    and/or

• Results

    and/or

• Index P/LY (planned/last_year)*100

    and/or

• Index R/LY (results/last_year)*100

    and/or

• Difference P-R (planned - results)

    and/or

• Difference P-LY (planned - last year)

    and/or

• Difference R-LY (results - last year)

By checking Freeze Columns checkbox you freeze (lock) header columns (e.g. columns with line numbers and line names) at scrolling results left/right.

By checking the Cumulative checkbox you set the cumulative period totals being made. The data will not hold good for the period but for the cumulative period.

Example: cumulative data for March are the totals of general data of January, February and March.

Click the Recalculate button to perofrm the comparison.

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.

Instructions for use:

• Comparing Plan and Result
• ZEUS Planning

Related topics:

• ZEUS Planning
• ZEUS Business Intelligence System