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Analyzing a Finance dataset

In this article

Getting there

Via the command bar

To analyze a dataset, click on  Analyze in the command bar. This will take you to the default dataset selected in your account's settings. If you are currently viewing the Record Data page for a dataset, however, it will take you to that same dataset's Analyze page instead.

Navigating to the Analyze Data page via the command bar

Via the homepage

In the Shortcuts box, select a dataset from the  Analyze Data In dropdown.

Navigating to the Analyze Data page via the homepage shortcuts

Via the Datasets page

Click on a dataset's Analyze Data () button in the Actions column.

Navigating to the Analyze Data page via the Datasets page

Generating reports

  1. Select the Date Range you want to analyze.
    1. The description below the dataset title will show you the date of the earliest record.
  2. Click the Go button.

Example of generating a finance analysis 

Overview report

The Overview report provides a breakdown of each category's totals for the selected date range, both in a data table and in a pie chart. In addition to the total amount for each category, you will also be provided with a year-of-year increase, as well. The sum total of all expenditures and revenues are included, as well.

Trends report

As you accumulate years of data in your dataset, the Trends report allows you to compare the current year to previous years so you can analyze trends in your data. This will not only help you visualize these trends, but you will also be able to see details such as year-over-year changes and a comparison of the current year to the first year included in your report.

You can run a trend analysis on any segment of time less than or equal to 12 months. For example, if you filtered your reports to show only 6 months of data from January to June, then your Trends report will compare that same time period in previous years. This can help if you want to see trends in specific semesters, quarters, or seasons.

  1. Select the Trend Period you want to analyze.
  2. Select the Budget Type (expenditures or revenues) to analyze.
  3. Click the Show Trends button. This will show you the overall trend for the selected budget type.
  4. To track the trend in selected categories, select the categories from the Customize Variable dropdowns.
    1. You can choose up to four variables at a time.
    2. Each variable can be set to display as a column, line, spline, or area in the trends chart.
    3. When finished, click the Go button to update the chart.
  5. Click on the Toggle Trend Details link to view the year-over-year comparison in the data table.

Line Items report

The Line Items report allows you to analyze the totals of one or more categories over time. This will allow you to track the growth of specific expenditures and/or revenues over time, with statistics providing both the percentage of growth and a percentage of your grand total of revenues and expenditures for the period.

  1. Select one or more items (categories) to analyze. If you select multiple expenditures or revenues, they will be combined into single Expenditures and Revenues variables, respectively.
    • To select a category, click in the Select Items field and choose a category from the list.
    • To remove a category, click on the Close () icon next to its name.
  2. Select the detail level for your data. Your options here will vary depending upon the type of recording mode your dataset uses. For example, if you're using a monthly recording mode, you could view data by month or year. But if you're using a yearly recording mode, then you could only view data by year.
  3. Select the format for the chart. You can choose a column, bar, line, or spline format.
  4. Click the Go button.