Planning Maestro Charts and Graphs - Users

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Planning Maestro Charts and Graphs gives you a quick summary of the data in your Plan, like a series of mini-reports in chart form. These Charts and Graphs can show useful information, including:

  • Variance reports that compare Versions (such as Actuals vs. budget)
  • Workflow progress
  • What’s new in Planning Maestro (including new Release Notes and documentation)

Charts and Graphs give you a quick and easy way to review progress in building budgets and high-level data analysis.

This document shows you, a Planning Maestro User, how to review your Charts and Graphs.

Locating the Charts and Graphs

Log into Planning Maestro. Your account opens to the last module you visited (other than the Charts and Graphs).

To  open your Charts and Graphs, click on the icon in the top left and select Charts and Graphs.

Warning.png Please Note: You can only open the Charts and Graphs in one browser tab at a time.

Info.png Please Note: If your Charts and Graphs are blank, open the Modeler module, select a Plan, and then return to the Charts and Graphs. The Charts and Graphs should then display. Each is designed and customized by an Administrator, so your Charts and Graphs may look different than the examples featured in these screenshots.

U1e.png

Each Component is chosen and configured by an Administrator. Depending on your company’s setup, you may see three types of Components:

1. Variance (if your Administrator selected Versions of data to compare) – Variance Components compare two Versions or scenarios of data: for example, Actuals vs. Best Case scenario.

Info.png Please Note: You can only review data from Planning applications for which you have Security permissions.

U1b.png

2. Workflow (if your company uses the Workflow feature) – Workflow Components display progress in your company’s Workflows, including the building of new budgets and various what-if scenarios.

Info.png Please NoteYou must have access to the Workflow feature to review Workflow Components. Workflow Components only show Assignments that have been created and sent to you.

U1a.png

 

Reviewing Components

Each Workflow Component allows you to drill down or examine the data more closely. The screenshots use the Assignments by Application Component as an example.

Filtering by Workflow

You can filter the Assignments by Application to focus on one Workflow at a time. To select which Workflow to view, click on the dropdown menu on the right and select a Workflow.

U2a.png

Info.png Please Note:

  • Done Workflows are not available for review.
  • This option is not available for the Assignments by Active Workflow Component.

Filtering by Status

You can filter each of the types of Workflow Components by the status of each Assignment. To  remove Assignments of a certain status from the chart, click on its label below the X-axis: In Progress, Submitted, or  Approved. 

U2b.png

The label of the status you clicked on turns gray. Assignments with this status disappear from the chart.

U2c.png

To add Assignments of this status back into the chart, click on the name of that status again.

You can zoom in on certain bars in Workflow Components to see them better. To zoom in on one bar in a bar chart, hover your cursor over that bar and use your computer mouse to scroll up.

U3a.png

Example.png Example: To focus on the Adjustment Assignments in this Workflow Component, hover over the Adjustments bar in the bar chart and scroll up. The axis expands from 0-30 to 0-8 and the Adjustments bar expands so you can review it more easily.

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  • The Y-axis of that Component expands to show a smaller range of data.
  • The bar you hovered over expands.

U3b.png

To return to your original view, hover your cursor over the same bar in the chart and scroll down.

In the Assignments by Active Workflow Component, you can focus on Assignments from one Workflow that have a certain status. Hover over that status in the Workflow’s bar on the bar chart.

Info.png Please Note: In Assignments by Active Workflow Components, Workflow due dates display above each Workflow’s bar in the chart. Overdue Workflow dates appear in red.

Example.png ExampleYou can filter this Component to review all Assignments with the status of In Progress in Workflow 2.

U2h.png

In the Assignments by Application Component, you can filter by Workflow and Assignment Status. To focus on Assignments from one Application that have a certain status, hover over that status in the application’s bar on the bar chart until the cursor turns into a Zoom in icon ( Zoom.png ). Click on that status.

Example.png Example: You can filter this Component to review all Assignments with the status of In Progress in Operating Expenses.

U2d.png

A pie chart appears that displays all this application's Assignments that have that status. The pie chart shows how many Assignments with that status  are in each Workflow.

U2e.png

To see the percentage of Workflow Assignments of that status in each Workflow, hover over a section of the pie chart.

U2f.png

To return to an unfiltered view of this Component, click Back.

U2g.png

You can zoom in on Variance Components to see your data better, especially when Dimension Members have varying amounts of data.

To zoom in on one bar in a bar chart, hover your cursor over that bar and use your computer mouse to scroll up.

U3c.png

Example.png Example: The Revenue bar in this screenshot is so high that the other bars on the chart are not visible.

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  • The Y-axis of that Component expands to show a smaller range of data.
  • The bar you hovered over expands.

U3d.png

Example.png Example: To see the rest of the data in this chart, hover over the Cost of Sales bar in the bar chart and scroll up. The axis expands from 0-14,000,000 to -3,000-6,000 and you can review the rest of the data.

To return to your original view, hover your cursor over the same bar in the chart and scroll down.

Maximizing or Minimizing Components

Maximizing Components

You can edit the layout of your Charts and Graphs by maximizing Components so they expand to fill the page.

Info.png Please Note: Maximizing is not available for What’s New? Components.

To maximize a Component, click on the Ellipses icon ( Ellipses.png ) in the top right and select Maximize.

U4e.png

Example.png Example of a maximized Dashboard Component:

U4b.png

Restore – Restore maximized Dashboard Components to return them to their original size.

To restore a maximized Component, click on the Ellipses icon ( Ellipses.png ) in the top right and select Restore.

U4c.png

This Component returns to its original size.

U4d.png

Minimizing Components

You can edit the layout of your Charts and Graphs by minimizing Components to keep them on the Charts and Graphs  but shrink them so that they do not display data.

To minimize a Component, click on the Ellipses icon ( Ellipses.png ) in the top right and select Minimize.

U4e.png

Example.png Example of a minimized Dashboard Component:

U4f.png

Restore – Restore or maximize minimized Dashboard Components to display their data.

To restore a minimized Component, click on the Ellipses icon ( Ellipses.png ) in the top right and select Restore.

U4g.png

This Component is visible again.

U4d.png

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