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 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:

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Currency type

Select which currency the amounts are displayed in the analysis.

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.

Table columns

On the next page of the wizard, you set how the costs are displayed.

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.

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.

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 Costs column three times:

▪without breakdown, to show total cost

▪broken down by sector, relative values

▪broken down by year, absolute values

AnalysisBreakdown