Analysis in SunPlus

Overview
 What is Analysis?
• Analysis allows you to analyze many types of
data in different ways to meet inquiry and
reporting needs.
• Analysis lets you enter analysis codes against
different types of data to classify it.
• Reporting and inquiry tools use the Analysis
Codes to extract, sort, and report on the data.
 What is Analysis?
• SunPlus lets you define up to 100 Analysis
Dimensions.
• For each Analysis Dimension you can define
unlimited Analysis Codes.
• You can assign selected Analysis Dimensions to
types of data.
• When you enter one of these types of data, the
system prompts you to enter the appropriate
Analysis Code.
 What is Analysis?
• The Reporting and Inquiry tools use the
Analysis Codes to extract and report on the
data.
– For example, if you entered employee codes on
particular expense account postings, you can
extract all of the postings for a particular
employee to produce an employee expenses
analysis report.
 What is the difference between Analysis
Dimension and Analysis Code?
• The Analysis Dimension identifies a type of analysis
you want to apply to one or more data entities.
• The Analysis Code identifies a subset of the
Dimension.
– For example, if you set up Department as an Analysis
Dimension, you could set up an Analysis Code for each
Department within that Dimension
• Analysis Dimension = Department
– Analysis Code = Treasury
 Levels of Analysis
• Data can be analyzed at two levels:
– Accounts
– Transactions
 Account Analysis
• Analysis applied to the natural accounts allows
account groupings in different ways.
• Accounts can be grouped according to account
classification, or they can be grouped according to
any Analysis that has been assigned to the accounts.
• So each account can be analyzed in up to 10 ways.
• The Analysis Codes can be used to extract, inquire,
and report on the accounts.
 Account Analysis
• When a new account is opened, you are prompted to
enter up to 10 Analysis Codes – one for each of the
Analysis Dimensions that have been assigned to the
ledger account.
• Only enter an Analysis Code if that particular Analysis
Dimension is relevant for the type of account being
opened.
 Transaction Analysis
• Up to 10 Analysis Codes can be entered on individual
transactions that are posted to the ledger accounts.
• These Analysis Codes provide additional analysis.
– For example, enter an employee code on all transactions
posted to employee related expense accounts.
• Then produce en expenses analysis by account, broken down by
employee.
• Also produce an employee expense report by extracting all of the
expense transactions relating to a particular employee.
 Transaction Analysis
• For Transaction Analysis to be meaningful,
appropriate Analysis Codes must always be entered
on all relevant transactions.
 Here’s a sample
Combined Balance
Analysis in Reports
Sheet compiled in Q&A
Executive.

Because Analysis Codes

were attached to
transactions, I can drill
down on an amount to
see the underlying
transactions.

For my example, I’m

drilling down on the
Cash and Bank amount
for the Operating Fund.
Analysis in Reports

This drilldown
produces a report of
every transaction
that comprises the
total amount on
which I drilled.
Analysis in Reports
Let’s see the results
of another drill
down on that same
figure.

This time I’ll drill by

natural account
code.
Analysis in Reports

This drilldown
reports on every
transaction within
the total amount,
broken out by
Account Code.
Analysis in Reports
Let’s see what
happens when we
use the Department
Dimension to
drilldown on the
Workers’ Salaries in
this Combined
Statement of
Financial Activity.
Analysis in Reports

The system
produces a report
that breaks down
the amount,
showing the total by
Department.
Analysis in Reports
Because these
transactions were
entered with
Employee Analysis
Codes as well, we
can also break down
the amount by
individual Employee.