Setting up Reports in Analytics Maestro

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Table of Contents

Selecting Headers, Columns, and Rows

Selecting Members for each Dimension in the Report

Reviewing your Report

Analytics Maestro is Centage's plug-in to Excel, where you can analyze your Planning Maestro data (actuals, budget, and any what-if scenarios you have created). After setting up Analytics Maestro and connecting to your Planning Maestro Cube, you can run reports to analyze your data.

This document gives you, an Analytics Maestro user, a guide to using Report Designer to set up a basic Analytics Maestro report.

Info.png Please Note: If you are using Analytics Maestro for the first time, please see the following articles before using this article:

Selecting Headers, Columns, and Rows

After you connect to your Cube in Report Designer, Dimensions from your Planning Maestro account appear in the Cube Dimensions section. Use the sections below to structure your report.

A2c1a.png

Red_1.png Cube Dimensions - The Cube Dimensions section displays the Planning Maestro Dimensions you can add to this report.

Red_2.png Dimension Layout - The Dimension Layout section displays Dimensions in the Analytics Maestro report.

Drag and drop Dimensions from Cube Dimensions to this section to create the report.

A2c1.png

Red_3.png Headers - The Dimension(s) in the Header act as filters for the entire report: in other words, only line items linked with the Member you select for the Header Dimensions appear in the report.

Example.png Example: If your Region Dimension is in Headers and filtered for Northeast, only line items linked with the Northeast Region appear in the report.

Click and drag Dimensions to this section that are associated with the line items you want to report on. Note that you can only filter each Dimension in Headers to display one Member at a time: one Version, one Entity, one Cost Center, etc.

Info.png Please Note:

  • Make sure you have at least your Version and Measures Dimensions in Headers.
  • A best practice is to include all your Dimensions in the report to avoid excluding any data.

REd_4.png Columns - The Dimension(s) in Columns determine the columns of the report. Include Time.Years and Time. Period in that order, so that the columns of the report show periods, quarters, and years.

Red_5.png Rows - The Dimension(s) in Rows determine the rows of the report. Click and drag your Account Number Dimension here so that your report displays account totals by period, quarter, or year.

Click and drag Dimensions to Headers, Columns, and Rows:

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After clicking and dragging each Dimension to Headers, Columns, or Rows, double-click on certain Dimensions to filter them further.

A2f1.png

Selecting Members for each Dimension in the Report

When you double-click on one of the Dimensions in the Dimension Layout section, the Member Selector window opens. This window enables you to select which Members (parts and pieces) of each Dimension you want to include in the report.

This document uses the Account Number Dimension as an example: you can select which Account Numbers to include.

A4a.png

In the Dimension Members section, your Hierarchies (organized views of each Dimension) appear. You can select an entire Hierarchy or click on the Expand icon ( AM_expand.png ) to select certain Members from each Hierarchy.

Info.png Please Note: This document uses the Income Statement Hierarchy as an example.

Mark the checkbox next to each Member you want to include in the report.

Info.png Please Note: If you select a Node, or level of the Hierarchy, the report automatically includes the Members in that Node. After running the report, you can double-click on the Node to expand it.

A4.png

After selecting all the Members you want to include in the report, click the Add button ( AM_add.png ) between the Dimension Members and Selected Members sections.

A4b.png

The Members you selected appear in the Select Members section.

To remove a Member from the report, select it and click the Remove icon ( AM_remove.png ).

A4c.png

After all the Members you want to include in the report are in the Select Members section, click OK.

A4d.png

Repeat the previous steps to select the correct Members for each Dimension in Headers, Columns, and Rows.

Best_practice_icon.png Recommended Member selections:

  • Version - Make sure you have selected the correct Version of your data.
  • Measure - Make sure you have selected the correct Measure for your data: Activity (amount per period) or Balance (running total).
  • Time - Make sure you have selected the correct Years and Periods to include in the report.

After selecting the correct Dimensions and using the Member Selector to select the correct Members, click OK.

  • The Report Designer window closes.
  • The report opens in Excel. The Headers, Columns, and Rows you selected in the Report Designer appear in the report as shown.

Example.png Example: In the screenshot below: 

  • HeadersEntity Hierarchies are filtered for Administration, Measures is filtered for Activity, and Version is filtered for Default Plan (Version).
    • Note that you may want to include all other Dimensions in Headers to make sure you do not exclude any data.
  • ColumnsTime.Years and Time.Periods are selected and filtered for all years and all periods. The year 2019 is expanded using the Double-Click Feature to display periods.
  • RowsAccount Number Hierarchies, filtered for the Income Statement Hierarchy.

A4a.png

Reviewing Your Report

You can now review your Analytics Maestro report and drill down to see more detail. You can:

  • Use the Double-Click feature to expand or "zoom in" on certain cells (for example, double-clicking on the All Years column to view each year individually).
  • Use the Isolation feature to isolate or focus on certain Members of the report.
  • Create Custom Members to run calculations on various cells in your report.
  • Customize the formatting of your report (for example, indentation within your Hierarchies).
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