Analyzing Trends in the OpEx Trend Dashboard

Use the OpEx Trend Dashboard to analyze operating expense trends. The OpEx Trend Dashboard shows OpEx trends by Department for the selected Account and by Account for the selected Department. The subforms also lets you drill down into specific Departments for the selected Account or into specific Accounts.

This section gives general instructions for using the following interactive subforms in the OpEx Trend Dashboard:

• OpEx by Department Trend – Uses Actual and Forecast values to show the trend from historical to projected operating expense by Department for the selected Account. You can see values as an amount or percentage of total expenses. The subform lets you drill down into specific Departments for the selected Account.

• OpEx by Account Trend – Uses Actual and Forecast values to show the trend by Account for the selected Department. You can see values as an amount or percentage of total expenses. The subform lets you drill down into specific Accounts.

To analyze the operating expense trends:

Note:

Maximize or refresh each trend graph by clicking the Maximize icon and Refresh icon in each subform .

1. From the Home page, click the OpEx card.

2. To open OpEx Planning forms, click the 1 tab on the left.

3. Click OpEx Trend Dashboard.

4. In the Point of View (POV), choose a Version, Subsidiary, Currency, and Tracker member. For Tracker, choose one of the following options:

   • To see the graph by value, select Amount.

   • To see the graph by percentage of the total expenses, select % of Total Expenses.

5. To review the operating expense trend by Department for an Account:

   1. In the OpEx by Department Trend subform, select an Account in the Account list.

   2. (Optional) Click a line in the graph or a Department name in the legend to drill down into that department's operating expense. Drilling shows the operating expenses at the individual Account level.

6. To review the operating expense trend by Account for a Department:

   1. In the OpEx by Account Trend subform, select a Department in the Department list.

   2. (Optional) Click a line in the graph or click the Account name in the legend to drill into the Account's operating expense.

Related Topics

• Working With OpEx Planning
• Entering the Operating Expense Forecast Values by Department
• Entering Departmental Operating Expense Forecast Values by Account
• Adjusting the Operating Expense Forecast with Predictive Planning and Grid Spread
• Making Top Level Adjustments to the Operating Expense Forecast

General Notices