7.1.7.1.3 Ad-hoc Analysis

The “Ad-hoc Analysis” Report can be used to perform ad-hoc analysis on Management Ledger data.

Figure 7-138 “Ad-hoc Analysis” Report

You can use a series of Report Prompts, as previously described, to filter the data according to key attributes pertaining to the underlying Management Ledger data.

The report displays the underlying Management Ledger data according to the following Charts’ logic:

• Management Ledger Application Preferences
  The chart displays the application preferences values for the following parameters:

  • Fiscal Period (Months): this filed is always 12 months equivalent to the number of fiscal months available in an ideal fiscal year.
  • Fiscal Year Start Month: starting month of the current Fiscal Year.
  • Functional Currency: the Functional Currency configured for the corresponding Management Ledger.
  • Management Ledger Physical Table: name of the underlying Management Ledger physical table.
  • Management Ledger Table Name: name of the Management Ledger table.
• Select Org Unit Hierarchy: The chart provides you with a selection capability for the desired Org Unit Hierarchical level.
• Select COA Hierarchy: The chart provides you with a selection capability for the desired Common COA Hierarchical level.
• Select Product Hierarchy: The chart provides you with a selection capability for the desired Product Hierarchical level.
• Select GL Account Hierarchy: The chart provides you with a selection capability for the desired GL Account Hierarchical level.
• Select Org Unit Hierarchy Node: The chart provides you with two levels of the hierarchy – the selected level from the “Select Org Unit Hierarchy” as well as the Org Unit leaf nodes. You use this chart to further filter down the ML based Ad-hoc Analysis charts as well as the Select KPD Hierarchy Node charts.
• Select COA Hierarchy Node: The chart provides you with two levels of the hierarchy – the selected level from the “Select COA Hierarchy” as well as the Common COA leaf nodes. You use this chart to further filter down the ML based Ad-hoc Analysis charts as well as the Select KPD Hierarchy Node charts.
• Select Product Hierarchy Node: The chart provides you with two levels of the hierarchy – the selected level from the “Select Product Hierarchy” as well as the Product leaf nodes. You use this chart to further filter down the ML based Ad-hoc Analysis charts as well as the Select KPD Hierarchy Node charts.
• Select GL Account Hierarchy Node: The chart provides you with two levels of the hierarchy – the selected level from the “Select GL Account Hierarchy” as well as the GL Account leaf nodes. You use this chart to further filter down the ML based Ad-hoc Analysis charts as well as the Select KPD Hierarchy Node charts.

  Figure 7-139 “ML based Ad-hoc Analysis by Org Unit” Chart

  
  

  

  
  
• ML based Ad-hoc Analysis by Org Unit: The chart displays the following underlying management ledger data elements:
  • Org Unit Leaf Name
  • Currency Code – displays the account currency of the records
  • Balance Type Name
  • Financial Element Leaf Name
  • Fiscal Year
  • Fiscal Month
  • As of Date (Month)
  • As of Date
  • Functional Balance – displays the balance in functional currency of the management ledger (the functional currency is available in the chart “Management Ledger Application Preferences”)

    Figure 7-140 “ML based Ad-hoc Analysis by COA” Chart

    
    

    

    
    
• ML based Ad-hoc Analysis by COA: The chart displays the following underlying management ledger data elements:ul
  • Common COA Leaf Name
  • Currency Code – displays the account currency of the records
  • Balance Type Name
  • Financial Element Leaf Name
  • Fiscal Year
  • Fiscal Month
  • As of Date (Month)
  • As of Date
  • Functional Balance – displays the balance in functional currency of the management ledger (the functional currency is available in the chart “Management Ledger Application Preferences”)

    Figure 7-141 “ML based Ad-hoc Analysis by Product” Chart

    
    

    

    
    
• ML based Ad-hoc Analysis by Product: The chart displays the following underlying management ledger data elements:
  • Product Leaf Name
  • Currency Code – displays the account currency of the records
  • Balance Type Name
  • Financial Element Leaf Name
  • Fiscal Year
  • Fiscal Month
  • As of Date (Month)
  • As of Date
  • Functional Balance – displays the balance in functional currency of the management ledger (the functional currency is available in the chart “Management Ledger Application Preferences”)

    Figure 7-142 “ML based Ad-hoc Analysis by GL” Chart

    
    

    

    
    
• ML based Ad-hoc Analysis by GL: The chart displays the following underlying management ledger data elements:
  • GL Account Leaf Name
  • Currency Code – displays the account currency of the records
  • Balance Type Name
  • Financial Element Leaf Name
  • Fiscal Year
  • Fiscal Month
  • As of Date (Month)
  • As of Date
  • Functional Balance – displays the balance in functional currency of the management ledger (the functional currency is available in the chart “Management Ledger Application Preferences”)

After having performed analysis on the off-the-shelf “Ad-hoc Analysis” report charts, you can use the results for further self-service analysis.

You can change the predefined off-the-shelf charts with two clicks’ steps as shown in the following screenshot.

Figure 7-143 Change Chart type for Self-Service Analysis