Using Online Reporting and Analysis

Pages Used for Online Reporting and Analysis

Page Name	Definition Name	Navigation	Usage
Position Budgeting Analysis	BP_PBD_INQUIRY	select Planning and Budgeting, then select Reporting and Analysis, then select Analysis, then select Position	Specify parameters for an online position activity report and run the report.
Position Budgeting Analysis	BP_PBD_INQUIRY2	select Click on the Run button on the Position Budgeting Analysis page.	View a report based on the inquiry parameters you define on the Position Analysis page. Loads the report results to an analytic grid.
Asset Analysis	BP_AST_INQUIRY	select Planning and Budgeting, then select Analysis and Reporting, then select Analysis, then select Asset Analysis	Specify parameters for an online asset activity report and run the report.
Asset Analysis	BP_AST_INQUIRY2	Click the Run button on the Asset Analysis page.	View a report based on the inquiry parameters you define on the Asset Analysis page. Loads the report results to an analytic grid.
Variance Analysis	BP_LI_VAR_INQUIRY	select Planning and Budgeting, then select Reporting and Analysis, then select Analysis, then select Variance Analysis	Specify the parameters for an online budget comparison across versions and historical periods.
Variance Analysis	BP_LI_VAR_INQUIRY2	Click Run on the Variance Analysis page.	View a report based on the inquiry parameters you define on the Variance Analysis page. Loads the report results to an interactive analytic grid.
Version Analysis	BP_LI_VER_INQUIRY	select Planning and Budgeting, then select Analysis and Reporting, then select Analysis, then select Version Analysis	Specify the parameters for an online report that compares budget versions.
Version Analysis	BP_LI_VER_INQUIRY2	Click the Run button on the Version Analysis page.	View a report based on the inquiry parameters you define on the Version Analysis page. Loads the report results to an analytic grid.

Position Budgeting Analysis Page

Use the Position Budgeting Analysis page (BP_PBD_INQUIRY) to specify parameters for an online position activity report and run the report.

Navigation

select Planning and Budgeting, then select Reporting and Analysis, then select Analysis, then select Position

Use the online inquiry page to access and load position activity data to an analytic grid for analysis. You can access cost and FTE data by account, position, job code, and employee.

Note: You must have access to the position activity to run the analysis report.

Image: Position Budgeting Analysis page

This example illustrates the fields and controls on the Position Budgeting Analysis page.

Specify the parameters for the report by entering the Role Name, Business Unit, Planning Model ID, Activity, Scenario, Planning Center, and Budget Version. Select the row and column headings in the Labels field. The Labels options are Code, Code and Description, or Description.

Click Run to generate the report online.

Report Results

When you execute the report the system displays the results in an analytic grid.

Image: Position Budgeting Analysis results page

This example illustrates the fields and controls on the Position Budgeting Analysis results page. You can find definitions for the fields and controls later on this page.

Selection Criteria

Click the link to return to the Position Analysis page where you can redefine the report parameters and rerun the report.

Workspace

Click the link to go to the My Planning Workspace page with these parameters.

Preferences

Click to access a window where you can modify the layout of the grid by hiding some of the columns.

Job Code

Select the job code ID that you want to display.

Employee ID

Select the employee ID that you want to display.

Account

Select the account ID that you want to display.

Budget Period

Select the budget period that you want to display.

In the analytic grid you can modify the view of the data by dragging any dimension from the row axis to the slicer bar or column axis, and by dragging cubes from the column axis to the slicer bar or row axis.

When viewing data by budget period, the results reflect the spread ratio defined by the Spread ID assigned to the position. Positions selected as Exclude from Budget Calc on the Position Data page may appear in the Position Analysis report. However, the budget amounts and FTE associated with the positions are excluded. These values are zeroes for positions selected as Exclude from Budget Calc.

Note: If the report errors out when you run it, then dimension leveling may be an issue; that is, you may have accounts with data stored at more than one level on the dimension tree. For that reason, you should only import data at the detail level and not at the node level.

Asset Analysis Page

Use the Asset Analysis page (BP_AST_INQUIRY) to specify parameters for an online asset activity report and run the report.

Navigation

select Planning and Budgeting, then select Analysis and Reporting, then select Analysis, then select Asset Analysis

Use the online inquiry page to access and load asset activity data to an analytic grid for analysis. You can access data on an asset, asset account, capital acquisition plan, capital acquisition sequence, or asset catalog item.

When viewing the asset data, the system automatically performs a checkout of the asset information, temporarily placing a read-only lock on the data in PS_BP_ASSET and PS_BP_ASSET_DEPR for the planning center under review. Asset inquiries are based on the data contained in those records.

Note: You must have access to the Asset activity to run the analysis report.

Image: Asset Analysis page

This example illustrates the fields and controls on the Asset Analysis page . You can find definitions for the fields and controls later on this page.

Specify the parameters for the report by entering the Role Name, Business Unit, Planning Model ID, Activity, Scenario, Planning Center, and Budget Version ID. Specify the row and column headings in the Labels field.

Click Run to generate the report online.

Report Results

When you execute the report the system displays the results in an analytic grid.

Image: Asset Analysis results page

This example illustrates the fields and controls on the Asset Analysis results page. You can find definitions for the fields and controls later on this page.

Selection Criteria

Click the link to return to the Asset Analysis page where you can redefine the report parameters and rerun the report.

Workspace

Click the link to go to the Planning Workspace page with these parameters.

Preferences

Click to access a window where you can modify the layout of the grid by hiding some of the columns.

Account

Select the account ID that you want to display.

Asset Status

Select the asset status that you want to display. Options include Budgeted, In-service, or all.

Asset Profile ID

Select the asset profile that you want to display.

Capital Acquisition Plan #

Select the capital acquisition plan number that you want to display.

Capital Acquisition Sequence

Select the capital acquisition sequence that you want to display.

Budget Period

Select the budget period that you want to display.

In the analytic grid you can modify the view of the data by dragging any dimension from the row axis to the slicer bar or column axis, and by dragging cubes from the column axis to the slicer bar or row axis.

Note: Assets selected as Exclude from Budget Calc on the Asset Data page may appear in the Asset Budgeting Inquiry report. However, the budget amounts associated with the asset are excluded.

Note: If the report errors out when you run it, then dimension leveling may be an issue; that is, you may have accounts with data stored at more than one level on the dimension tree. For that reason, you should only import data at the detail level and not at the node level.

Variance Analysis Page

Use the Variance Analysis page (BP_LI_VAR_INQUIRY) to specify the parameters for an online budget comparison across versions and historical periods.

Navigation

select Planning and Budgeting, then select Reporting and Analysis, then select Analysis, then select Variance Analysis

Use the online inquiry page to access and load line item activity data to an analytic grid for analysis. You can compare any two scenarios for a single activity and planning center in the planning model. The scenarios are further qualified by selecting the versions and time periods for each scenario.

Note: You must have full access to the Line Item Budgeting activity for your planning center to run these analysis reports. When you click Run the system checks whether you have full access to the planning center version. If you have only partial access, the system displays an error message that you cannot run this report unless you have access to every account in this planning center.

For line item analysis, Planning and Budgeting uses the analysis calculation definition that you enter for account types on the Account Type Options page. Depending on the calculation rules that you define, the system adds or subtracts account values that you include in the analysis and stores the results in the totals field. For example, if you deduct expense accounts and add revenue accounts during analysis calculations, the total reflects revenues minus expenses.

Image: Variance Analysis page

This example illustrates the fields and controls on the Variance Analysis page. You can find definitions for the fields and controls later on this page.

Specify the parameters for the report on this page.

Select Analysis Criteria

Specify the Role Name, Business Unit, Planning Model ID, Activity, Scenario, Planning Center, and Budget Version ID.

Select Statistical Account Analysis for inquiries on statistical line items (budget line items with either a statistical account or a statistics code). When this check box is selected, the Select View Currency field is cleared and disabled.

Select Variance Criteria

Indicate in this group box whether you want to Compare to Self and specify the Budget Version ID and Budget Period against which you want to compare; or select a Comparison Scenario.

Display Options

Select the row and column headers in the Labels field and enter the Select View Currency if applicable.

Click Run to generate the report online.

Report Results

When you execute the report the system displays the results in an analytic grid.

Image: Variance Analysis results page

This example illustrates the fields and controls on the Variance Analysis results page. You can find definitions for the fields and controls later on this page.

Display Variance

Specify whether you want to view the variance as an Amount, Amount and Percent, or Percent.

Variance Filter Criteria

You can choose to display all variances or specific variance amounts or ranges. Click Refresh to display new data after you modify the variance filter criteria.

Selection Criteria

Click the link to return to the Variance Analysis page where you can redefine the report parameters and rerun the report.

Workspace

Click the link to go to the Planning Workspace page with these parameters.

Preferences

Click to access a window where you can modify the layout of the grid by hiding some of the columns.

Budget Period

Select the budget period against which you want to compare.

Currency Code

Specify the entry currency that you want to view in your analysis. This field is hidden when Statistical Account Analysis is selected on the criteria page.

Statistics Code

Specify the statistics code that you want to display.

In the analytic grid you can modify the view of the data by dragging any dimension from the row axis to the slicer bar or column axis, and by dragging cubes from the column axis to the slicer bar or row axis.

The available dimensions are based on the selected dimensions for the activity.

Variance Analysis Page

Use the Variance Analysis page (BP_LI_VAR_INQUIRY2) to view a report based on the inquiry parameters you define on the Variance Analysis page.

Loads the report results to an interactive analytic grid.

Navigation

Click Run on the Variance Analysis page.

Use the online inquiry page to access and load line item activity data to an analytic grid for analysis. You can compare all versions for a single activity, scenario and planning center in the planning model.

Note: You must have full access to the Line Item Budgeting activity for your planning center to run these analysis reports. When you click Run the system checks whether you have full access to the planning center version. If you have only partial access, the system displays an error message that you cannot run this report unless you have access to every account in this planning center.

For line item analysis, Planning and Budgeting uses the analysis calculation definition that you enter for account types on the Account Type Options page. Depending on the calculation rules that you define, the system adds or subtracts account values that you include in the analysis and stores the results in the totals field. For example, if you deduct expense accounts and add revenue accounts during analysis calculations, the total reflects revenues minus expenses.

Image: Version Analysis page

This example illustrates the fields and controls on the Version Analysis page. You can find definitions for the fields and controls later on this page.

Specify the parameters for the report on this page.

Select Analysis Criteria

Specify the Role Name, Business Unit, Planning Model ID, Activity, Scenario, and Planning Center.

Select Statistical Account Analysis for inquiries on statistical line items (budget line items with either a statistical account or a statistics code). When this check box is selected, the Select View Currency field is cleared and disabled.

Versions Available

This grid lists all of the budget versions that exist. Select one or more versions to compare.

Display Options

Select the row and column headers in the Labels field and enter the Select View Currency if applicable.

Click Run to generate the report online.

Report Results

When you execute the report the system displays the results in an analytic grid.

Image: Version Analysis results page

This example illustrates the fields and controls on the Version Analysis results page. You can find definitions for the fields and controls later on this page.

Selection Criteria

Click the link to return to the Version Analysis page where you can redefine the report parameters and rerun the report.

Workspace

Click the link to go to the Planning Workspace page with these parameters.

Preferences

Click to access a window where you can modify the layout of the grid by hiding some of the columns.

Budget Period

Select the budget period against which you want to compare.

Currency Code

Specify the entry currency that you want to view in your analysis. This field is hidden when Statistical Account Analysis is selected on the criteria page.

Statistics Code

Specify the statistics code that you want to display.

In the analytic grid you can modify the view of the data by dragging any dimension from the row axis to the slicer bar or column axis, and by dragging cubes from the column axis to the slicer bar or row axis.

The available dimensions are based on the selected dimensions for the activity.