The Area Analytics report provides a consolidated, area-level view of CapEx performance against budget targets. Unlike initiative-level Financial Analytics, this report summarises all initiative data at the organisational area level and includes the Target column for direct comparison against planned spend.

Key Concepts

• Area Analytics is accessed via Analytics> Area Analytics, with Area as the primary dimension.

• The Target column shows the top-down planned CapEx for each area and year, sourced from the latest budget version for that year (Open or Completed).

• Targets do not require the budget version to be Completed to appear in the report, values entered against an Open version are visible immediately.

• Analysis can be performed in Local or Group Currency. In Group Currency view, figures are subtotalled at parent area levels. In Local Currency view, figures are not subtotalled due to mixed currencies.

• The key figures available for analysis within Stratex include:

  • Planned

  • Budgeted

  • Approved

  • Actual

  • Actual at Planned Rate

  • Forecast (Actual + Forecast To Go)

  • Forecast To Go

  • Target (Target- Forecast)

  • Target Variance

  • FX Variance

  • Planned Variance (Planned - Forecast)

  • Budgeted Variance (Budget - Forecast)

  • Approved Variance (Approved - Forecast)

• Key dimensions available for analysis include:

  • Sponsoring Area

  • Capex Opex

  • Period (by month)

Instructions

1. Navigate to Analytics > Area Analytics.

2. Select the relevant Area from the area selector.

3. Select the desired Reporting Period.

4. Use the Currency toggle to switch between Group and Local currency.

5. Use the Fields button to configure your report layout, e.g.:

   • Add key figures such as Target, Forecast, and Budgeted as value columns to compare planned vs actual spend.

   • Add Sponsoring Area as a row to break down figures by sponsoring organisational unit.

   • Add Capex Opex as a row to separate capital and operational expenditure.

   • Add Period as a row to view data month by month.

6. In order to update/execute a query against a change in the Area, Currency, Reporting Period or Layout select “Run Query” button.

7. Use the Fields button to add Target as a column alongside Forecast or Budgeted amounts to compare planned vs actual spend by year.

8. Use the Pivot, Chart, or Raw Data tabs to change how results are displayed.

9. Enable or disable View Row Subtotals as needed.

10. Save your layout for future use.