Analysis
The Analysis tab is intended for comparing the plan with the corresponding results on document form for Planning. It contains header with analysis settings and four subpanels: Comparison, Filter, Multi-Analysis and Ad-Hoc (only for financial analysis).
Here is a description of tab elements. 
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Plan
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Plan type to analyse: Sales plan, Purchase plan, Financial plan or Payroll plan.
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Compare
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Selection by which measure plan is analysed: by value or by quantitiy.
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By
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By which parameter plan is analysed (described in section comparison parameters).
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Planned
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Checkbox if planned values are visible in the comparison grid.
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Results
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Checkbox if realization values are visible in the comparison grid.
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Last Year
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Checkbox if last year realization values are visible in the comparison grid.
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Index
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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
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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
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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.
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Total
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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).
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Quarterly Totals
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Quarterly Totals checkbox selects if you wan to see plan analysis also by quarters (option is aplicable only for monthly financial plan).
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Show realisation only for planned parameters
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This option will filter realisation and show only values that have same parameters (account, subject, cost center and department) in finance detailed grid.
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Reverse Rows
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This option will reverse rows in the analysis grid. Change is applicable on the fly, there is no need for recalculation.
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Reverse Columns
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This option will reverse columns in the analysis grid. Change is applicable on the fly, there is no need for recalculation.
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Freeze Columns
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This option will freeze parameter columns in the analysis grid. When you move scroller left and right through the analysis, parameter columns are always visible.
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Filter
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Filter checkbox activates tab Filter where plan can be filtered. Section Filter below describes the use of Filter tab.
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Multi-Analysis
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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.
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Cumulative
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Checkbox enables calculation of cumulative values. When checkbox is selected, monthly values are not for individual month, but for selected month + all the previous months.
e.g.: January = January, February = January + February, March = January + February + March...
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Recalculate
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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 you have a large plan and database.
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HINT
If button is enabled or disabled depends on authorizations made in Plan Analysis.
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By selecting from the 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.
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SALES*
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PURCHASE
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FINANCE
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PAYROLL
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Lines
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Lines
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Lines
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Lines
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Customers
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Suppliers
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Lines and formulas
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Subjects
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Customer type
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Supplier type
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Subjects
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Departments
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Regions
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Regions
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Departments
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Cost centers
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Countries
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Countries
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Cost centers
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Items
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Items
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Account
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Primary category
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Primary category
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Secondary category
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Secondary category
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Custom fields
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Custom fields
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Departments
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Departments
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Cost centers
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Cost centers
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Clerks
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Clerks
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Document types
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Document types
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Item name
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Item name
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Subject code
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Subject code
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Person Responsible
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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.
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.
3.1. Filter
On the left side there is an option to restrict analysis date From and To.
3.2. Parameters
On the right side there is an option to restrict 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 right-click menu and the Select All and Deselect All options that can be found there.
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hint
To perform comparison you need to click the Compare button in the Comparison panel.
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Multi-Analysis is an option, where plan analysis is divided into results of selected parameter.
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Parameter 1
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In this field 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.
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Total
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At the end you have an option to add also a total value with Total checkbox.
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Results of such a selection are then shown after you click a button Recalculate.
Ad-Hoc tab is accessible in the lower grid of analysis tab. Functionality 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.
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Save as
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ID of template under which data are stored in the table. Combobox menu shows list of IDs with the date and time when te data was created. Template ID can be changed by writing a new name in the combobox.
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 (Delete)
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Delete button that deletes currently selected template
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Load
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Click on the Load button will show the data that are stored in the table under selected template ID. It will not prepare the analysis by recalculating the latest data but it will read the data from the table.
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Recalculate
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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 you have a large plan and database.
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Ad Hoc Template
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Select Ad Hoc template. Each template is associated with individual plan and is not visible in other plans.
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(Delete)
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Delete button deletes stored Ad-Hoc template
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 (Home button)
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Home button will return Ad-Hoc template structure to default analysis layout.
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Edit SQL
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By clicking 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.
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Save
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By clicking this button save the analyses.
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