Table

    

The table displays the values from your corporate performance management for the selected field or company and the set active time span. The number of columns and rows and their type vary according to the selected view (table type/analysis) and the display options. Each column can be sorted in ascending or descending order using the column header. The sorting of the values always relates to the respective hierarchy levels of the financial structure. You will find the top-down/bottom-up planning and the planning across data streams functions in the CP-Tools.

 

In the Web Client portal you can identify the table content type by the following symbol:

 

icon_tabelle

Table symbol

 

 

The following table types (views) and analyses are available:

 

Timeline view

The timeline view displays the underlying fields of the financial structure in the rows, and the time steps of the active time span in the columns.

 

image_fin_zeitreihenreport

 

 

Column view

The column view displays the underlying fields of the financial structure in the rows, and compares the data streams and analysis rows in the columns. You can define the individual columns using the "Edit column definition" function in the CP-Tools. To open the column editor for a column, right-click that column and then click "Edit".

 

image_fin_spaltenreport

 

Moving columns

You can rearrange the individual columns within the column view by drag & drop. Drag the column header to move the column to the desired position.

 

 

Stream view

The stream view displays the data streams and analysis rows in the rows, and the time steps of the active time span in the columns. Below each of the data streams and analysis rows you can see the underlying fields of the financial structure in rows. You can define the individual rows using the "Edit row definition" function in the CP-Tools. To open the row editor for a row, right-click that row and then click "Edit".

 

image_fin_ebenenansicht

 

 

Organisation view

The organisation view displays the financial structure in the rows, and the selected organisation and its subsidiaries in the columns.

 

image_fin_organisationsansicht

 

 

80/20 Analysis

The 80/20 analysis provides a breakdown of the underlying structure, classifying the fields into the categories A, B and C. The category of each field depends on the specified threshold values. You can specify the threshold values in the column settings in the CP-Tools.

 

 

Variance analysis

The variance analysis (target-actual comparison) provides a comparison of the plan values (target) with the values that were actually achieved in the business (actual). You can define the individual columns using the column settings in the CP-Tools.