Plan analysis on Ad-Hoc panel

Department head wants to analyze created plan.

Case summary Department head wants to analyze created plan. To prepare and preform analysis he has to do the following steps explained below. Set analysis parameters Prepare and adjust analysis Adjusting the structure Filtering the data Set and use template Define template for other plans Other features on Ad-Hoc panel

1. Set analysis parameters

To preform analysis on Ad-Hoc panel, user has to define basic settings.

• Selects a plan type from Plan combobox.
• Selects a comparisson type type from Compare combobox (where applicable).
• ​Selects, if he wants to calculate a cumulative values or not with Cumulative checkbox.
• Selects, if he wants to use a specific template for data visualisation or see the default structure with Template combobox.

When settings are defined, he prepares data by clicking on  button or loads data for financial plan by clicking on  button.

2. Prepare the analysis

Once prepare (or load) button is clicked, grid with data will appear. If Template combobox is left empty, data structure will appear in the default structure with year/month as column and position as row.

Top row contains all the dimensions (parameters) and measures (values) that are not included on the grid.

Grid shows dimensions (parameters) in blue color and measures (values) in green color. 

Measures, where text is not visible, can bel explained by moving mouse over them.

3. Adjusting the structure

Each dimenstion or measure can be moved on drag and drop where you can move measures (green) only between green field (top left) and top row and dimensions (blue) between blue fields and top row.

Example: if you want to analyse resulty by position and department, you simply Department dimension from top row to the row behind the dimension Line.

Measure has to be draged as long as those two arrows don't appear. 

Those arrows mark the place where dimension will be added.

This analysis now shows sumary by line (green row total) and detailed by department).

You can also analyse departments by line by moving department dimension before line dimension.

Click on the arrow > before the individual department

will open or close the dimension.

Click on the individual dimension (or measure) will sort the results accordingly. Sor is marked by triangle on the dimension or measure.

To remove dimensions (or measures) from the grid, you xan drag and drop them to the top row.

4. Filtering the data

Filtering can be done for each dimension or measure directly on the grid. When you move a mouse over dimension (or measure), funnel icon appears. Click on this funnel icon will open a new menu that enables filtering.

Type of menu depends either you have a numeric values or text.

Click on the Marketing checkbox will show only lines with marketing department. 

If Text Filters option is selected, filter values can also be written with different operators (Equals, Begins with, Ends With, Contains, Is Blank...).

When filter is active, funnel icon is always visible on the dimension (or measure) no matter if dimension (or measure) is on the grid or on the top row. This enables you to use filter also for the parameters that you are not directly analysing.

Which filter is active is visible on the footer row at the bottom where all the filtered values are shown.

Filter can be removed by clicking on x buton on the footer or by opening a filter panel again and deselecting values.

Filters can be also accessed and edited through Filter editor that can be accessed by clicking on button Edit Filter.

5. Setting and using the template

Templates are used to simplfy data structuring on analysis preparation. Templates only realing visualization, the data behing is always the same. That is why you can always change the structure of the data visualization without the need of recalculating.

Click on button   will open a panel, where Templates are created.

Each template will store the following information:

• Presence (or absence) of measure and dimension on the grid
• Location fo measure (and dimension). This also includes the order of dimension (or measure).
• Filters on all the measures and dimensions.
• Presence (or absence) of chart and location of the chart (horizontal or vertical)

Each template is associated with individual plan type. In the case on the picture above, where Financial plan type is selected, created template will only be visible for financial plan.

Template is created by clicking on New record on opened panel. You insert a Name and Description of the template. By clicking on button Save, structure as shown on the screen.

Templates can be browsed with navigator on the top of the panel and deleted by clicking on Delete button.

Warning Changes on Ad-Hoc panel structure are not recognized by the template, so individual template is not put into edit mode. If you want to change the structure on the existing template, you should first rearrange the structure and the edit the name or description of the template. This will put template into edit mode and you will be able to save the changes.

Once template is created, panel can be closed by clicking on  button again.​

Created template will appear in the combobox in the settings row and it can be selected before data load or recalculation.

6. Define template fo other plans

Each template is by default related to individual plan and individual plan type. However, you can define each plan to be linked with all the plans of the same type by selecting Use in all plans of this type checkbox.

Plan that was originatelly created on plan with ID 21-NA10-000001 is visible in the template combobox by this name. However if you open another plan and select plan type Finance, Template combobox will also show you this template and ID of the plan, where it was created.

This functionality is planned to be used if you create same plans in different years. In such case you can create template on the first plan and use the same template in all the following plans.