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Comparative Reports

Comparative Report allows you to compare two different versions of data in the system, and each version can be based on any combination of dimensions entered into the System.

The report is displayed in the Reports area on the user's Homepage.

[!TODO] Screenshot required Original caption: Figure 8.20. Comparative report

Report Structure

The structure of the Comparative Report layout is pre-configured in terms of column structure at the most detailed level.

[!TODO] Screenshot required Original caption: Figure 8.21. Pre-configured column structure

The set and order of the columns are predefined:

Column Description
Basic version (Version 1) User can set the column name and select data to compare.
Version to compare (Version 2) User can set the column name and select data to compare.
Variance Calculated automatically. Column name is not editable.
Variance (%) Calculated automatically. Column name is not editable.

The user configures which data and by which parameters to compare.

To proceed with report configuration:

  1. Select at least one budget form.
  2. Click Show settings in the upper part of the window if settings are hidden.

[!TODO] Screenshot required Original caption: Figure 8.22. Select budget form to start

Before at least one form is selected, the settings remain empty.

After at least one form is selected, the following settings sections become available:

Section Description
Filters Intended for filtering report data. Use when filters are required for dimensions or attributes that are not allocated to rows or columns.
Table: Rows Dimensions or attributes displayed as rows in the hierarchy. Rows section must contain at least one dimension or attribute.
Table: Columns Dimensions or attributes displayed as columns in the hierarchy. Columns section must contain at least one dimension or attribute.
Available Dimensions All dimensions assigned to at least one selected budget form.
Available Attributes Attributes of dimensions displayed in the Available Dimensions section. Attributes with Data Type equal to String, Number, or Date cannot be used in the report.

[!TODO] Screenshot required Original caption: Figure 8.23. Comparative Report settings

To create a report layout, allocate required dimensions or attributes from Available Dimensions or Available Attributes to Filters, Rows, or Columns.

Unlike the Input Form, it is not necessary to allocate all available dimensions and attributes.

Allocate a Dimension or Attribute

  1. Select a dimension or attribute.
  2. Drag and drop it to:
  3. Filters
  4. Rows
  5. Columns

Alternatively:

  1. Double-click a dimension or attribute in an Available section.
  2. The item is automatically allocated to Filters.

[!TODO] Screenshot required Original caption: Figure 8.24. Allocating dimension or attribute

Remove a Dimension or Attribute

  1. Select a dimension or attribute.
  2. Drag and drop it back to its original section.

Alternatively:

  1. Double-click a dimension or attribute in Filters, Rows, or Columns.
  2. The item is automatically returned to its original section.

[!TODO] Screenshot required Original caption: Figure 8.25. Removing dimension or attribute

Rearrange Dimensions or Attributes

  1. Select the required dimension or attribute.
  2. Use:
  3. Move Up
  4. Move Down

[!TODO] Screenshot required Original caption: Figure 8.26. “Move up”/ “Move down” buttons

Assign Names to Comparison Options

The names of Basic Version and Version to Compare are pre-filled and editable.

[!TODO] Screenshot required Original caption: Figure 8.27. Names of versions to compare

The names are displayed both in the parameters section and in the report table.

[!TODO] Screenshot required Original caption: Figure 8.28. Displaying of names of versions to compare

Generate a Report

  1. Click Generate.

The report is displayed according to the configured structure.

[!TODO] Screenshot required Original caption: Figure 8.29. Generating Comparative report

Report Filters

You can set filters for any dimension or attribute allocated to Filters, Rows, or Columns.

The system provides the capability to select specific elements or folders to be displayed in the Comparative Report.

Set Dimension to Compare

[!NOTE] If a dimension is selected as a comparison parameter, different filters must be specified in both Basic Version and Version to Compare columns.

[!NOTE] If a dimension is not selected as a comparison parameter, the elements for Version to Compare are automatically filled using the values from Basic Version and cannot be edited.

[!NOTE] If a dimension was initially selected for comparison and different filters were configured, but the comparison flag is later removed, the values in Version to Compare are automatically reset to match Basic Version.

How to:

  1. Select at least one dimension to use as a comparison parameter.
  2. Configure dimension elements separately for:
  3. Basic Version
  4. Version to Compare

[!TODO] Screenshot required Original caption: Figure 8.30. Dimension to compare

Set Filters for a Dimension

  1. Double-click the intersection of a dimension and the Elements column.

Example:

  • Budget Indicator → Elements

[!TODO] Screenshot required Original caption: Figure 8.31. Filters

  1. In the multiple selection window:
  2. Select one or more elements or folders in the right pane.
  3. Move them to the left pane by:
    • double-clicking, or
    • using the Highlighted button.
  4. If required, enable Exclude.
  5. Click OK.

[!TODO] Screenshot required Original caption: Figure 8.32. Multiple selection window

Notes

[!NOTE] Selecting specific elements or folders is optional for all dimensions located in Filters, Rows, and Columns.

[!NOTE] If a dimension is located in Filters and no elements are selected, the report displays aggregated data for all elements of that dimension.

[!NOTE] If a dimension remains in Available sections, the report displays aggregated data for all elements of that dimension.

Report Additional Settings

The system provides the following additional settings:

  • Show or hide folders
  • Currency presentation
  • Totals presentation

Show or Hide Folders

To show or hide folders for a dimension:

  1. Check or uncheck the Show folders option.

[!TODO] Screenshot required Original caption: Figure 8.33. Show / hide folders parameter

Currency

The Currency parameter defines whether data is displayed in:

  • Input Currency
  • Functional Currency

To change the parameter:

  1. Select one of the following values:
  2. Input Currency — data is displayed in input currency.
  3. Functional Currency — data is displayed in functional currency.

[!TODO] Screenshot required Original caption: Figure 8.34. Currency parameter

Notes

[!NOTE] Data in functional currency is displayed only when:

  • the Currency dimension is assigned to the selected source forms;
  • data has already been converted to functional currency in the source forms or imported into them.

The report displays source data only and does not perform additional conversion.

Totals

To display totals:

  1. Enable:
  2. Totals: Rows
  3. Totals: Columns

as required.

[!TODO] Screenshot required Original caption: Figure 8.35. Totals parameter

Drill Down Report Data

The system provides a two-step drill-down process that allows tracing how a value was generated.

Step 1

To access drill-down details:

  1. Open the context menu for the required value.
  2. Select:
  3. Multidimensional Drill-down, or
  4. One Dimensional Drill-down.

Step 2

  1. Move the mouse cursor over a value at the most detailed level.
  2. Double-click the value.

The drill-down report opens.

The functionality is similar to the Multidimensional Report.

For detailed information about drill-down functionality, use the corresponding drill-down procedures available for MD Reports.

Managing Report Layouts

The standard Layout Management System is used for maintaining Comparative Report layouts.

When a Comparative Report is opened for the first time, one of the following layouts can be loaded:

Global Default Layout

A layout previously configured as the global default.

Users can use it as is or modify it.

Blank Layout

Displayed when no default layout has been configured.

In this case, the report structure must be configured before generating the report.

Users can define any previously saved layout as the default layout for future use.

For details about layout management, refer to the Layout Management System documentation.