Define global settings

When you open the application, the initial screen for defining the analysis settings is displayed.

A facet filter is used for the field Controlling Area to provide filtering functionality. You can also enter a time frame by selecting two fiscal periods, one being the start period and the other one the end period. These fields are mandatory in order to display a chart, therefore, default selections have been made. To apply your own selection, select an item or items from the list and click outside of the list to apply these selections. If you make changes to these fields at any stage, your changes will filter down to all charts displayed in the current analysis path.

You can reset the filters to the default selections by clicking (Reset).

Add first analysis step

Click Add Analysis Step to access the analysis step gallery, which is grouped according to categories, such as customer and time. Click a category to display the available analysis steps for this category. Click an analysis step to display the chart types available for the analysis step. Each chart type is represented by an icon. Select the chart type you want to start your analysis with.

Select data

In the chart displayed, select data as required to filter the information provided in subsequent steps. The results of any subsequent analysis step depend on the selections you have made in the preceding ones. For more information, see Making Selections in Charts.

Add further analysis steps

If required, drill down by adding further analysis steps.

Save your analysis path

Click on the icon beside the analysis path name to access the save options. Until you save your analysis path, the default analysis path name is Unnamed Analysis Path. The path is saved including each selected analysis step, and it retains the data selection made to filter the information.