Perform a financial analysis
Sparkrock Impact 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 Search (Alt+Q)
, enter financial analysis, and then select the related link.The Financial Analysis page opens.
In Data Set, specify the data set for which you want to perform a financial analysis.
To learn more about data sets, see Create a Financial Analysis Data Set.
As required, specify filters.
Select View Data.
To drill down to view the one or more underlying records for a field, select the hyperlink that appears for the value.
Filter the data
You can filter the data on the Financial Analysis page using the following fields.
G/L Account Filter
The G/L Account Filter field specifies how the data is filtered by general ledger accounts.
Dimension field filters
You can also filter the data by dimension fields. To learn more about dimensions, go to Work with dimensions.
Account Set Filter
In the Account Set Filter field, you can narrow your results to one or more account sets. Use the lookup beside the field to select an account set, or enter multiple account sets separated by a pipe character ( | ). The lookup only displays account sets that you have access to based on the security filter setup.
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