|
1
|
|
|
2
|
- The SigmaFlow Pilot will not have enough meaningful information to
demonstrate the capability of the finance reporting area of the
product. Please contact us to see
a full demonstration of this feature and learn more. sales@sigmaflow.com
|
|
3
|
- Purpose: The purpose of the
reports area in Insights is so program managers can monitor the
improvement process. There are
three commonly used analysis areas and eight common features used
throughout each area. Learning
how to use the basic features will allow you to confidently navigate to
and extract the information you need to analyze your program.
- Types of Analysis:
- Project Status
- Project Resources
- Project Finances
- Common Features:
- Late If
- Switch to Table
- Switch to Chart
- Change Date Range
- Drill Down Level
- Export to Excel
|
|
4
|
- Purpose: You can switch to a table view to see your data in a grid
format.
- How To:
- From the Chart View click the ‘Switch to Table’ icon
|
|
5
|
- Purpose: The purpose of the
switch to chart feature is to switch from the ‘Table View’ back to the
‘Chart View’.
- How To:
- From the Table View click the ‘Switch to Chart’ icon
|
|
6
|
- Purpose: The purpose of date
range is to filter the report for the selected date range.
- How To:
- Select the Start Date
- Select the End Date
- Click ‘Refresh’ icon to apply date range to chart or table
|
|
7
|
- Purpose: Insights allows you to
drill down in your reports so you can quickly get to the root cause of
an issue in your improvement program.
- How To:
- Click on a bar or bubble in the chart view of a report.
- Additionally, you can hover over each bar or bubble to see the details
of that data point in a ‘tool-tip’
|
|
8
|
- Purpose: The purpose of the
export to Excel feature is so that you can extract data for further
analysis using Excel.
- How To:
- Click on the Export to Excel icon
- Click <Save>
- Choose your File Location
- Click <Save>
|
|
9
|
- Finance area provides two types of reports:
- Project level finances. Project level finances allow users to drill
down into individual project finances in detail.
- Enterprise level finances. Enterprise level finances allow users to
show consolidated project level finances including periodic, cumulative
or total finances.
|
|
10
|
- Finances entered from individual projects are consolidated and displayed
in the “Analysis” area of SigmaFlow Insights. Users have the option of defining
their own filters and apply them to display data in required dimension. For example, users can display
cumulative forecasts of Planned, Quantified or Realized finances over
time.
- To provide standards and consistency, administrators can define a
finance template (with customer specific benefits and cost categories)
that can be used by different projects.
Using a template ensures that proper rollup by any category can
be provided when required.
|
|
11
|
- Project Finances report has three different levels:
- Level 1: Lists all the projects that satisfies the filtering and date
range criteria (Matrix includes: Projects by Finance Types)
- Level 2: Shows the detailed finances of the selected project by each by
each line item (Matrix includes Finance Categories/rows x Finance Types)
- Level 3: Shows finances details by months (Matrix includes Finance
Categories/Rows x Months)
|
|
12
|
- Select “filter view” to filter projects by certain dimension
- Select the currency in which you want to display the finances (Make sure
you have the correct exchange rate defined in the Settings area)
- Define the Date Range to display the finances that fall in that date
range
- Click on any blue number to view the details of that finance category
(next slide)
|
|
13
|
- This level shows the project level financial details for the selected
project.
- Users can compare various finance types (Planned, Quantified, and
Realized) for each of the Benefits and Cost categories as shown.
|
|
14
|
- Clicking on any of the numbers in the finance types (Planned, Quantified
or Realized) brings the user to this level where they can view data by
months.
- This is the lowest level as shown below.
|
|
15
|
- Enterprise finance report is used to compare monthly / cumulative
finance data from various projects.
- Enterprise Finances has two views “Summary” and “Detail”
- This is different from Project finances in the following regards:
- Charts (Periodic, Cumulative, Total)
- Filter projects by many dimensions
- Details provided by months for each finance type (Detail View)
- Finance Type rollup by fiscal year
|
|
16
|
- Summary View includes the following options: (Applies to both views)
- Currency Selector: To set the
default currency for this report
- Start Date (From) and End Date (To): Used for the two fiscal reporting
periods for each Finance Type (Planned, Quantified and Realized)
- Ex. If Start Date = 01/01/2008 and End Date = 01/31/2008, Then
- Period1 = Planned Jan08 – Dec08, Period2 = Planned Jan09 – Dec09
- Detail View includes the following additional options:
- Show Monthly / Cumulative (Dropdown)
- Show Estimated / Forecasted / Actual (Dropdown)
- Number of Months
|
|
17
|
- “Summary” view contains basic project data and rolled up finance types;
Planned, Quantified and Realized (by fiscal year defined by the date
range)
|
|
18
|
- The “Detail” report contains monthly finance information for all
projects in addition to all the fields from the “Summary” section. The detailed monthly bucket data is
based on the options selected from “Show” Monthly/Estimated dropdowns as
well as “details for” number of months option.
- Dropdown 1: Monthly or Cumulative
- When “Monthly” is selected, the months column will show the monthly
data
- When “Cumulative” is selected, the months column will show the
cumulative numbers
- Dropdown2: Estimated, Forecasted or Actual (Finance Types)
- When “Estimated” is selected, the months column will show the
“Estimated” finance numbers in the monthly columns. Same is true with Forecasted and
Actual as well.
|
|
19
|
- Project level chart:
- A project level chart displays the chart for that particular project.
- Chart types available for this chart include Cumulative, Monthly and
Total.
- User can select the option to see the selected data according to the
date range or can see ALL the data for the project (This option is only
available when you launch the chart from “Details” view)
|
|
20
|
- Group level chart
- Group level chart is basically the same as project level chart except
that it is for a group of projects as opposed to a single project.
- Click on the “Switch to chart” icon to launch the chart view of the
data shown in the grid view. If
you want to group the projects (Table list) differently, filter the
grid first before launching the chart.
|
Notes
