Perform a financial analysis
mySparkrock provides the capability for you to compare in real-time budget versus actual financial information. You can view variances or differences, and then drill down to the underlying records.
To perform a financial analysis
Select Finance and Purchasing > Financial Analysis.
The Financial Analysis page opens.
In Data Set, specify the data set for which you want to perform a financial analysis.
The one or more data sets to which you have access is based on the data set setup in Sparkrock Impact or Sparkrock Finance.
(Optional) In Start Date and End Date, specify the dates for which you want to filter the data.
mySparkrock automatically populates the values of Start Date and End Date based on the values in the Default Start Date and Default End Date fields for the respective data set on the Data Sets page in Sparkrock Impact or Sparkrock Finance.
(Optional) To specify advanced filters, turn on Advanced Filter, and then specify values for fields as required.
mySparkrock determines the one or more allowable values for the dimension fields 1 through 4 based on the dimension field setup on the Data Sets page in Sparkrock Impact or Sparkrock Finance.
mySparkrock determines the one or more allowable values for G/L Account based on the value of G/L Account Filter for the respective data set on the Data Sets page in Sparkrock Impact or Sparkrock Finance.
Select View Data.
To view the underlying records that comprise an amount, select the amount.
Account Set filter
When Advanced Filter is turned on, an Account Set multi-select filter is available in the More Options section of the filter panel. On dataset selection, the Account Set filter is populated with the account sets that are available for that dataset. Select one or more account sets, and then select View Data to view only rows that match the selected account sets. Changing the selected dataset repopulates the account set options and clears any previously selected account sets.
Column visibility and column header captions
The Financial Analysis page respects column visibility settings that are configured on a dataset in Sparkrock Finance. Columns that are configured as hidden on a dataset are not displayed in the results. When no visibility configuration exists for a dataset, all columns are displayed.
Custom captions that are configured for dataset columns in Sparkrock Finance display in the column headers. To learn more about the Sparkrock Finance setup, go to Create a financial analysis data set.
Financial analysis drill-down links
On the FA Commitment Details, FA Encumbrance Details, and FA Net Change Details drill-down pages, document numbers for supported document types are displayed as hyperlinks. Selecting a hyperlink opens the source document in a new browser tab without affecting the state of the drill-down page.
The following document types are supported:
- Expense claims
- Payment requests
- Purchase invoices (posted and unposted)
- Purchase orders
- Purchase requisitions
Document numbers for all other document types appear as plain text.
Related information
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