Review spend analysis by period

The Analysis page reports on relative spend, monthly trend, and individual monthly details.

  1. On the VTR menu, click Analysis. VTR displays multiple charts that offer progressive drill down into your spend details.
  2. On the Analysis page, click Filter and choose the category, data type, and time period you want to view. You may filter all the way to the Service Owner for the finest granularity of details. For more information on how to set all of the filtering options that are available to you, see Filter the analysed spend data set.
  3. At the top of the page, click Spend analysis.
    The Spend analysis page is divided into two sections with related spend information based on the filter you choose in step 2.
By default, any values are expressed in the following units of measure:
  • duration = minutes
  • spend = currency
  • units = number
  • volume = megabytes

Spend Analysis: Spend by category and Spend by month

The first set of Spend Analysis charts display the spend or consumption based on the category you select in a comparative pie chart along side a 13 month trend. The data representing each month is grouped by the invoice start date. Spend is always the default, but you can modify the data type and location using the Filter option. See Filter the analysed spend data set.

  • The pie chart depicts your relative spend by the category you selected in the filter. Double-click a slice to drill into the details:

    • Location: Region>Country>Service Owner>Service Number.

    Top spenders: Top 25 Service Owners>Service Number.

    Expense type: Item Type>Item Subtype>Carrier>Account Number>Service Owner>Service Number.

    Carrier: Carrier>Account Number>Service Owner>Service Number.

    Inventory: Service Class>Service Type>Region>Country>Service Owner>Service Number.

    If you are drilling into an organizational cost centre hierarchy (Category=Organization), and the charge is posted to a mid level cost centre rather than the final level, the pie chart will indicate this charge with the text Direct Charge.
  • To see the numeric breakdown of your totals in a table format, click the table icon in the upper left corner of the pie chart panel. Note that if there are more than 10 items in the breakdown, VTR automatically displays them in this table format rather than a pie chart.

  • VTR reports the details spend in a table form by data type and amount:
  • At each drill level, such as Region>Country, the navigation pane shows an overall spend view, which is complemented by cost trend per month chart and spend by charge category table that update dynamically to show the monthly spend over 13 months. The minimum spend and the maximum spend over that period appears at the top of the chart.
  • To view spend over a multiple month period, click the bars representing each month you want to include. The totals update on the remaining charts on the page. To view data on all 13 months, click the Select all button above the chart. You can then individually click bars to exclude that month's data, or click Clear all to return to the current month selection.
  • You can display this monthly spend in a table as well. Click the table icon in the upper right corner of the Spend trend by month panel. (Click the graph icon to return to Trend by Month Bar Chart.).
  • VTR displays the detailed consumption for each month by charge type in a pivot table. You can drop down the arrow beside the charge type to see further details on the detail by analysis code. The image below shows units by month for each location.

  • To export this pivot table, click the export tool in the upper left of the panel. See Export spend details.

Spend Analysis: Spend details for the selected period

The middle panel drills down into the details about the month(s) you selected: Click a month (or Ctrl+click multiple months) to see a further drill down in the Spend Details charts that appear in the middle panel of the Spend Analysis page.

  • The pivot grid on the left side of the middle panel displays spend by Item type, which you can then expand to drill into the details by Item name. For more information on the definitions of this data, see Definition of spend types.
  • The right side of the middle panel displays a doughnut chart depicting the relative spend for the selected months; when you double-click a section to drill into a specific type, the doughnut updates to display the details of that type.

  • To learn how to export data from this grid, see Export spend details.