The Analysis panel is intended for comparing the plan with the corresponding results.
It contains two subpanels: Comparison
and Filter.
Printing is enables 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).
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 salesa 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:
and/or
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 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 Compare 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:
Related topics: