The Overhead Analysis page provides details of all Income Statement Nominal codes that have been associated with an external analysis code with OE as the analysis code 2. The page aims to inform the user on the breakdown of the Overhead spend for each department.
1. MTD and YTD Totals
The Visualisations present the Month To Date and Year To Date spend for the Fiscal Period and Year selected in the slicers. These values are compared to the previous year to indicate a difference.
2. YTD by Department
The Pie chart breaks down the Year To Date spend by Department (SegValue2).
3. YTD by COA Category and Nominal
The Pie chart breaks down the Year To Date spend by COA Category.
Drill Down: Right clicking on a value will present the drill down function which will allow the user to drill down into the Nominal Codes associated with the COA Category.
4. MTD vs LYMTD
The Line Chart Visualisation presents the trend of overhead spend by Fiscal Period compared to the previous year.
5. This Month vs Last Year Increase by Nominal and Department
The bar chart presents the Nominal codes where the Overhead spend for the selected Fiscal Period is greater than the spend for the same period last year. The Increase is broken down by department.
6. This Month vs Last Year Decrease by Nominal and Department
The bar chart presents the Nominal codes where the Overhead spend for the selected Fiscal Period is less than the spend for the same period last year. The Decrease is broken down by department.
7. This Year vs Last Year Increase by Nominal and Department
The bar chart presents the Nominal codes where the Overhead spend for the selected Fiscal Year is greater than the spend for the same period last year. The Increase is broken down by department.
8. This Year vs Last Year Decrease by Nominal and Department
The bar chart presents the Nominal codes where the Overhead spend for the selected Fiscal Year is less than the spend for the same period last year. The Decrease is broken down by department.