Reporting and Analyzing Results

This chapter provides an overview of reporting and analysis and discusses how to:

Analyze position data.
Analyze asset data.
Analyze variance.
Compare budget versions.

Understanding Reporting and Analysis

We deliver Planning and Budgeting with online reporting and analysis functionality. With this feature you use inquiry pages to generate planning and budgeting reports on assets, positions, or line items. You can view the data by user-defined activities, planning dimensions, and scenarios. You run the report to load the data to an ACE (Analytic Calculation Engine) grid. The analytic grid allows you to drag and slice the data elements, to modify or expand the view of the data, as needed for your analysis.

You can also use standard PeopleSoft reporting tools, such as Crystal Reports, Structured Query Reports, and query-based PS/nVision, to access data in the PeopleSoft Enterprise Performance Management Warehouse.

Analyzing Position Data

Use the 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.

Pages Used to Analyze Position Activity

Page Name	Object Name	Navigation	Usage
Position Budgeting Analysis	BP_PBD_INQUIRY	Planning and Budgeting, Reporting and Analysis, Analysis, Position	Specify parameters for an online position activity report and run the report.
Position Budgeting Analysis	BP_PBD_INQUIRY2	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. Load the report results to an analytic grid.

Analyzing Position Activity

Access the Position 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 ID. Select 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.

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 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.

Analyzing Asset Data

Use the 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 the data in PS_BP_ASSET and PS_BP_ASSET_DEPR for 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.

Pages Used to Analyze Asset Activity

Page Name	Object Name	Navigation	Usage
Asset Analysis	BP_AST_INQUIRY	Planning and Budgeting, Analysis and Reporting, Analysis, 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. Load the report results to an analytic grid.

Analyzing Asset Activity

Access the Asset 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 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.

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.

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.

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.

Analyzing Variance

Use the 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 access to the Line Item Budgeting activity to run these analysis reports.

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.

Pages Used to Analyze Variance

Page Name	Object Name	Navigation	Usage
Variance Analysis	BP_LI_VAR_INQUIRY	Planning and Budgeting, Reporting and Analysis, Analysis, Variance Analysis	Specify the parameters for an online budget comparison across versions and historical periods.
Variance Analysis	BP_LI_VAR_INQUIRY	Click Run on the Variance Analysis page.	View a report based on the inquiry parameters you define on the Variance Analysis page. Load the report results to an interactive analytic grid.

Viewing and Analyzing Variance

Access the Variance Analysis 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.

Display Variance

Specify whether to 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.

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

Comparing Budget Versions

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

Note. You must have access to the Line Item Budgeting activity to run these analysis reports.

Pages Used to Compare Budget Versions

Page Name	Object Name	Navigation	Usage
Version Analysis	BP_VER_COMP	Planning and Budgeting, Analysis and Reporting, Analysis, Version Analysis	Specify the parameters for an online report that compares budget versions.
Version Analysis	BP_VER_COMP_RESULT	Click the Run button on the Version Analysis page.	View a report based on the inquiry parameters you define on the Version Analysis page. Load the report results to an analytic grid.

Analyzing Budget Versions

Access the Version Analysis 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 Versions

Indicate the budget versions that you want to compare to each other.

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.

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.

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

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 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.

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.
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.

Display Variance	Specify whether to 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.

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.