The Actions Menu drives analysis for the user to perform analysis on the company’s actuals, forecasted and budgeted values. Below are the different options available in your Actions Menu surrounding the user defined column selections:
From the Menu, select Active WorkbookActionsHide Forecast This Year
This function hides the periods to go for your current analysis.
If you go back to Active WorkbookActions the menu will have changed to now allow you to Show Forecast This Year
Select this option to bring back your original data set.
From the Menu, select Active WorkbookActionsComparatives
This menu provides additional display functionality in addition two forms of your own saved analysis that you can create through the Advanced option at the bottoom of the list.
Click Advancd to view some of your options.
The Advanced Menu Box empowers the end user additional functionality to display and hide columns.
Take a moment and select Last Year and Round Period Totals to nearest '000
After selecting the check boxes click and take a look at your new workbook.
When completed go back to Active WorkbookActionsComparatives
Select the Radio Button for Variances Analysis on the left hand side of the dialogue box.
Under Analysis 1 click and choose your analysis from the Comparison column selection dialogue box.
For this example, select Actual-Last Year PtD and Forecast-This Year PtD
When your done click
|Click to change the display, and to exit screen.|