Contents:

Prepare your Centage Plan

Set up Analytics Maestro

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 Centage data. Using Analytics Maestro enables you to export data from Centage 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 Centage Plan.
• Set up Analytics Maestro with Centage Support.
• Design a basic report in Analytics Maestro.

 

Preparing your Centage Plan

Step 1: Set up your Dimension Hierarchies (organized views of data) in Centage.

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

 

Step 2: Set up your Version Dimension (which contains your scenarios of data) in Centage.

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

 

Step 3: Build your budget in Centage.

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

 

Step 4: Deploy a Cube.

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

 

Setting up Analytics Maestro

Step 1: Receive a license.

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

 

Step 2: Receive login credentials.

You must receive a username and unique password from Centage Support.

Please Note: This username and password cannot be changed.

 

Step 3: Download Analytics Maestro.

You must download and install Analytics Maestro to your desktop.

 

Running a Basic Report in Analytics Maestro

Step 1: Connect to your Cube.

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

 

Step 2: Set 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.

 

Step 3: Review your report.

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