Financial Planning by Timeline
Here you can view financial data over a fixed timeframe in chart and tabular formats. Following four pre-defined views are available:
§ Buckets: Financial Category vs. Calendar Year.
Here you can view the Planned, Actual and Forecasted financial data, for the buckets, segregated Category-wise, plotted against the calendar year.
§ Buckets: Financial Group vs. Calendar Year/Month.
Here you can view the bucket-related Planned, Actual and Forecasted data for financial groups plotted against the calendar year/month.
§ Items: Financial Category vs. Calendar Year.
Here you can view the Planned, Actual and Forecasted financial data, for the items, segregated Category wise and plotted against the calendar year.
§ Items: Financial Group vs. Calendar Year/Month.
Here you can view the item-related Planned, Actual and Forecasted data for financial groups plotted against the calendar year/month.
In both the table and chart views, you can refine the project data displayed by using the following functions:
Link |
Details |
Show |
Appears when you have one or more graphical views saved in Graphical Analysis under Advanced Analysis. Select the view from the drop down list to displays graph as defined. Click the trash can icon to delete the selected view. |
Show/Hide Filter |
The filter values are not displayed as a default. Click Show Filter to view and select combination of filter values for influencing the spending levels Chart. The Filter Parameters available are · Portfolio: Select Portfolio from the drop down list or select All. · Bucket: Select the bucket from the drop down list or select All. · Item Type: Click icon next to the field to find and select the Filter Value to populate Description of Filter Values. Click Transfer to use the filter value(s) for Item type. · Project Category: Click icon next to the field to find and select the Filter Value to populate Description of Filter Values. Click Transfer to use the filter value(s) for Project Category. · Geography: Click icon next to the field to find and select the Filter Value to populate Description of Filter Values. Click Transfer to use the filter value(s) for Geography · Location: Click icon next to the filed to find and select the Filter Value to populate Description of Filter Values. Click Transfer to use the filter value(s) for Location. Click Hide Filter to hide the filter values. |
Info |
Three options are available to record, view, and update additional information about the item. · Online Documentation Use the Display Metadata button to toggle between viewing Online documentation and Portfolio Metadata. · Documents Click on the Create Document button to use a text editor and create a new document. · Technical Info: Displays General information on this report including variable values, filter values, conditions and exceptions. |
Advanced Analysis |
This provides 4 more options for further analysis and collaboration. · Data Analysis Comprehensive information such as the Expected Commercial Value (ECV), Net Present Values (NPV), Summary Planned Cost, Summary Actual Cost, Headcount (actual), and Derived Risk is displayed in tabular format. The box on the left enables selection of Free Characteristics and those for the rows and columns of the table. Drill down into each characteristic provides granular information in the table. Moving the mouse over the icons provides respective explanation. · Graphical Representation This presents planned and actual costs category-wise and year-wise. Choose from type of Charts or Swap Axes to view data as desired. Export to Excel to view and analyze detailed data in a spreadsheet. Save View to a file for later reference. · Information Displays General information on this report including variable values, and filter values. · Information Broadcasting Use the BEx Broadcaster (Create New Setting) to distribute Web templates, queries and workbooks in either pre-calculated form or as an online link. You may distribute by sending e-mail or exporting into the Enterprise Portal. Documentation button provides additional information. |
Save as Start View |
Click on this button to save the current view as the Start / Default view. |
Table |
Click this link to view information in Tabular Format. Click again to toggle back. Use Send button to forward current information to e-mail recipients Use Excel Download to send and analyze current data in and Excel Sheet. |
Since SAP Business Information Warehouse (BW) data is not updated in real-time, any changes made to the details of a project are not immediately reflected. The time of the last data upload to SAP BW is displayed as Data Timeliness in the upper right corner of each SAP BW Report.