Perform data analysis

The 2-100 Review - Overall Analysis document is where you look for trends, compare and calculate ratios, investigate discrepancies and confirm expectations.

In the Analysis tab of the 2-100 Review - Overall Analysis document:

  • You can hide or display specific widgets by selecting the toggles () at the top of the page.

  • you can use the drop-downs at the top to switch the display between Adjusted balances and Unadjusted balances.

  • Each widget has a section where you can enter comments or notes.

  • You can hover over the line graph to view a tooltip that shows the data a line represents. The corresponding data in the table is highlighted as well.

Analysis tab of 2-100 Overall Analysis.

If you hover over the data labels in the table, a tool tip displays showing the definition of each label and the formula used to calculate it.

Line graph data labels

You can remove one or more data sets from the graph and compare results. Select Edit () then select Delete () to remove a data set. You can revert to the original graph by selecting the Edit () then Revert ().

Leadsheets

Leadsheets can be enabled in the 1-110 Engagement Setup document. Leadsheets are located in the Fieldwork phase grouped by the corresponding financial area. For example, you can find the 2.115 Cash and Cash Equivalents sheet in the Cash and Cash Equivalents section.

The default view in each leadsheet shows widgets with data for accounts, overview, and ratios. You can hide or display specific widgets by selecting the toggles () at the top of the page.

2.115 Cash and Cash Equivalents