Analyzing Trends in the OpEx Trend Dashboard

Use the OpEx Trend Dashboard to 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 include the option to drill into specific Departments for the selected Account, or into specific Accounts.

This section includes general instructions on how to use the following interactive subforms in the OpEx Trend Dashboard:

• OpEx by Department Trend – Uses Actual and Forecast values to show the trended 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 includes the option to drill 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 includes the option to drill into specific Accounts.

To analyze the operating expense trends:

Note:

You can maximize and refresh each trend graph individually by clicking the Maximize icon and Refresh icon in each subform , respectively.

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

2. To go to OpEx Planning forms, click the 1 tab on the left-hand side.

3. Click OpEx Trend Dashboard.

4. In the Point of View (POV), select a Version, Subsidiary, Currency, and Tracker member. For Tracker, select 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. Click the Go icon in the POV to apply the changes.

6. 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. Click the Go icon in the OpEx by Department Trend subform to apply the changes.

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

7. 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. Click the Go icon in the OpEx by Department Trend subform to apply the changes.

   3. (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