Controlling > Analyses > Creating new analyses

When you use the Analysis > Create New function or click on in the Analyses section (navigation area), a wizard opens. Step by step, this wizard helps you to create a new analysis.

All the settings of an opened analysis are saved under Configuration (Configuration area). To edit settings, click there in the corresponding section on.

New analysis

First enter the basic settings of the analysis.

First / Second level of analysis

Levels of analysis are used to structure the data of an analysis. Select at least one level, the second level is optional. The available fields depend on whether a programme analysis or an unrestricted analysis is created.

Unrestricted analysis

The following fields are available:

▪Account

▪Organisational unit

▪Project

▪Project country

▪Project type

▪custom fields of the project master data of the Classification type

NOTE:

In the organisational settings of the project administration you can activate additional fields or define them yourself:

▪Activate the Cross-sectional topic and OECD focal point sector fields under General settings of the project administrationto use them as analysis levels.

▪Define your own organisation-specific fields under Custom fields for project master data. Be sure to specify these fields with the classification type (not as multiple classification) and as mandatory fields so that they can be used in Controlling. For example, if your organisation is involved in different sectors or you want to classify your projects by development goal, you can use these custom fields to create analyses:

In the following example, the first level is a custom field of the organisation and the second level is the Project Country field:

Programme analysis

The following fields are available:

▪Account

▪Project

▪Programme budget structure

All fields that are available in an unrestricted analysis are also available on the second analysis level.

Budget structure

If the field Programme budget structure is selected in one of the analysis levels in a programme analysis, one of the budget structures available in the programme must be selected here.

Budget

For a programme analysis, a programme budget can optionally be selected, which provides the target figures for the analysis.

Level of detail

If the field Account is selected in one of the analysis levels in a programme analysis, Level of detail can be used to select whether the expenses are grouped into main accounts or programme sub-accounts.

In a programme analysis, if the Programme budget structure field is selected in one of the analysis levels, Level of detail can be used to select at which budget level grouping is to take place.

When a budget is selected, the budget setting is applied.

Display

Change the setting if you want to display only the number or only the name of the budget lines.

Currency type

Select which currency the amounts are displayed in the analysis. When a budget is selected, the budget setting is applied.

Company currency

The amounts are displayed in Company currency.

All the posting positions that meet the other criteria of the analysis are included.

Voucher currency

Only posting positions in the selected Voucher currency are included in the analysis.

You can select any voucher currency used for postings in the project.

Reporting currency

The amounts are displayed in a Reporting currency. The analysis only shows posting positions that correspond to the Reporting currency scheme (RCS) that you select in the field to the right.

Table columns

On the next page of the wizard, you adjust which columns are to be displayed in the analysis. Depending on the previous settings, different table columns are available on the left:

Column	Contents	Column availability
Costs	Displays the total costs of all the posting positions that are subordinate to the table line (minus income, if applicable). The currency is the set Type of currency and is displayed in the column header.	The column is always available. It is only available in the currency that corresponds to the Type of currency of the analysis: Local currency, reporting currency or voucher currency.
Budget	Displays the budget of the table row in the currency of the analysis. The latest version of the budget is always used. Historicised versions are not available.	The analysis must be assigned to a budget.
Residual budget	Displays the remaining part of the budget in the currency of the analysis. The value is calculated as follows: Residual budget = budget - costs + income	The analysis must be assigned to a budget.
Residual budget (%)	Shows what percentage of the budget is still available. The value is calculated as follows: Residual budget in % = (budget - costs + income) / budget x 100 If the value is negative, the budget has been exceeded.	The analysis must be assigned to a budget.
Budget spent (%)	Shows what percentage of the budget has been used. The value is calculated as follows: Budget spent in % = (costs - income) / budget x 100 If the value is greater than 100%, the budget has been exceeded.	The analysis must be assigned to a budget.
Status of residual budget	A traffic light system shows how much residual budget is still available in %. You can set the limits for the colours yourself. To do this expand the Status of residual budget column in the wizard. Use the sliders to adjust the percentage values. In the following example, all the lines with less than 5% residual budget are marked in red. Values from 5 to 30 % are marked in yellow. Lines with more than 30 % residual budget are marked in green:	The analysis must be assigned to a budget.

With a double click or the Add selected table column (>) button you can add columns to your analysis. You can also add columns multiple times.

Drag columns on the right to the desired position, or use the Up or Down buttons.

Column groups

Use the function create column group () to break down several columns at the same time, for example, the Costs and Budget columns broken down by accounting periods.

Example:

2020/06		2020/07		2020/08
Costs	Budget	Costs	Budget	Costs	Budget
1000	1200	800	1200	1500	1200

To add columns to a column group, simply drag and drop them into a column group in the Table columns of the group field. In the Breakdown field, select the time period for the breakdown. Set the Sorting and decide in the Display field, whether absolute or relative values are to be displayed. Depending on the column, the field may be preset.

To delete a column or a column group, select it and click on Remove ().

NOTE: Column groups are not available for analyses without a budget, as only the Costs column is available.

Breakdowns

Expand the settings for individual columns () to break down their contents.

Breakdown	Select a time period or property of the project by which the data is to be broken down.
Sorting of breakdown	Specify whether the data should be sorted in ascending or descending order.
Display	Choose between absolute numbers or relative values in percent.

In the following example, the analysis contains the Costscolumn three times:

▪without breakdown, to show total cost

▪broken down by sector, relative values

▪broken down by year, absolute values

AnalysisBreakdown

Filters

Filters allow you to restrict the data basis of the analysis to specific values. Each filter consists of any number of conditions with the three Column, Operator and Value settings. You can set whether one or all conditions must be fulfilled.

Use the Add condition () function to add conditions to a filter. You can remove conditions with .

Example: In the analysis, you’d like to include all the expenses for vaccinations up to and including the 2021/02 accounting period, which is between EUR 50,00 and EUR 200,00.

Column	Operator	Value
Account	is equal to	Vaccinations
Accounting period	is less than or equal to	2021/02
CC amount	is between	50,00 and 200,00

Under Linking the filters select All the conditions must be fulfilled to combine the conditions.