Table of Contents
with Centage Support
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.
Preparing your Planning Maestro Plan
Follow steps 1-4 to prepare your Planning Maestro data for export to Analytics Maestro.
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).
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.
Step 3: Build your budget in Planning Maestro.
Use the Planning module to add Operating Expenses, Revenue, Personnel, Drivers, and Adjustments to your Plan.
Step 4: Deploy a Cube.
Setting up Analytics Maestro
with Centage Support
Follow steps 1-3 to work with Centage Support to set up Analytics Maestro on your desktop.
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 username and unique password from Centage Support.
Please Note: This username and password cannot be changed.
Step 3: Download Analytics Maestro.
Running a Basic Report in Analytics Maestro
Follow steps 1-3 to run a basic report in Analytics Maestro.
Step 1: Connect to your Cube.
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.