Analytics Maestro QuickStart Guide (Start Here)

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Table of Contents

Prepare your Planning Maestro Plan

Set up Analytics Maestro

with Centage Support

Design a Basic Report in Analytics Maestro

Analytics Maestro is Centage’s plug-in to Microsoft Excel, where you can run reports on your actuals and Planning Maestro data. Using Analytics Maestro enables you to export data from Planning Maestro and use Excel tools to study and analyze it.

This QuickStart Guide gives you, an Analytics Maestro user, a quick review of the major steps in setting up Analytics Maestro for the first time, including how to:

  • Prepare your Planning Maestro Plan.
  • Set up Analytics Maestro with Centage Support.
  • Design a basic report in Analytics Maestro.

Edit.png Preparing your Planning Maestro Plan

Follow steps 1-4 to prepare your Planning Maestro data for export to Analytics Maestro.

 

Edit.png Step 1: Set up your Dimension Hierarchies (organized views of data) in Planning Maestro.

In Analytics Maestro, these Hierarchies structure your reports (for example, determining the accounts in an Income Statement report).

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Edit.png Step 2: Set up your Version Dimension (which contains your scenarios of data) in Planning Maestro.

You can import an Actuals Version from your General Ledger and create other Versions, such as a working budget version or various scenarios.

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Edit.png Step 3Build your budget in Planning Maestro.

Use the Planning module to add Operating Expenses, Revenue, Personnel, Drivers, and Adjustments to your Plan.

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Edit.png Step 4Deploy a Cube.

After setting up your Dimension Hierarchies, Versions, and budget in Planning Maestro, deploy a Cube to export that data to Analytics Maestro.

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mceclip7.png Setting up Analytics Maestro

with Centage Support

Follow steps 1-3 to work with Centage Support to set up Analytics Maestro on your desktop.

 

mceclip7.png Step 1: Receive a license.

You must receive Analytics Maestro credentials licensed and issued by Centage Support.

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mceclip7.png Step 2: Receive login credentials.

You must receive username and unique password from Centage Support.

Please Note: This username and password cannot be changed.

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mceclip7.png Step 3Download Analytics Maestro.

You must download and install Analytics Maestro to your desktop.

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Reports.png Running a Basic Report in Analytics Maestro

Follow steps 1-3 to run a basic report in Analytics Maestro.

 

Reports.png Step 1Connect to your Cube.

Use the Report Designer in Analytics Maestro to connect to the Cube you deployed from Planning Maestro.

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Reports.png Step 2Set up the structure of your report.

Use the Report Designer to set up the Headers (filters), Columns, and Rows of your report, and then run the report.

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Reports.png Step 3: Review your report.

Use other tools such as the double-click feature to analyze your report.

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