Analysis

Analysis is a reporting tool in which you can analyze, monitor, report and combine information. With this functionality, you will find your tax expense data in a centralized and organized data store. You can justify the results of your data, address questions about their data and strategically plan for the future with "real time" reporting.

In Analysis, you can choose Dashboards and Reports containing metadata (data that provides information about other data from the ONESOURCE Tax Provision database) for reporting. A license is required to activate the Analysis functionality within the Tax Provision and Global Access applications.

The Analysis functionality obtains entered and calculated data from the Tax Provision and Global Access applications. As you enter data into the Tax Provision and Global Access applications, those amounts automatically appear in the Dashboard and Reports.
With Analysis you can view multiple years of data from both active and archived datasets. You can use your history of data to create multi-period comparisons and trend analyses.

 

There are two types of licenses available for the Analysis functionality; End Users and Designers. You must activate a license to see Analysis in the navigator menu.

An End User licensee can utilize an Analysis Dashboard to analyze data; however, cannot change the format of the existing Dashboards or create new ones.
A Designer licensee can create Analysis Dashboards and ad hoc reports.

Note: Administrators assign datasets to Analysis in the Analysis Datasets folder within ONESOURCE Tax Provision Administration.


To access the Analysis page:

1.In the navigator menu, within Reports choose Analysis.

2014 OTP Analysis

 

2.For Step 1 Select Datasets, choose the datasets to analyze.

3.For Step 2 Select Currency, choose Reporting and Local. You can select one or both currencies.

2014 analysis step 2

4.Click Save.
5.Click Dashboard to view data.
6.Click Report to access reports.

Note: The datasets size is determined by how much data is stored in that dataset. A dataset may have a size of 1 or higher. You can select datasets up to the total size of 40 and view that data in the dashboard and reports.

2014 analysis size