Real Property / Strategic Financial Analysis / Financial Analysis (SC) - Smart Client

Define Analysis Location Groups

An analysis is made up of an Analysis Super Groups that defines the high level intent of the analysis, and Analysis Groups that contain the locations for the analysis. Locations are the countries and buildings that are the focus of the analysis.

The Smart Client's Define Analysis Location Groups tasks presents the Analysis Location Groups (finanal_loc_group) table in which you personalize the analysis super groups and analysis groups that you want to work with. You then associate these super groups with financial analyses using Define Financial Analyses task.

Locations groups and financial analysis

Organizations often collect data at the level of a region or a territory – such as by geo, region, states, or economic zones or key cities and their environs. These regions group assets by the organizations operating segments; that is, it groups buildings and assets that typically act as a unit in terms of delivering economic value to the organization. Organizations often have more data at their chosen operating segment level (for example, income data) to derive ratio metrics (for example, return). Moreover, organizations often consider each region as its own operating sphere, as supporting infrastructure – such as warehousing, distribution, and telecom infrastructure – support all business in the region. Currencies and conventions (such as the size of workstations) also tend to vary by region, and summing the results from different regions into one organizational total often masks important differences. For this reason, the Capital and Expense Matrix summarizes analysis values by configurable analysis groups.

See Financial Analysis Console for a functional description of how the console uses this table.

Example

For example, if you have an analysis that is focused on analyzing buildings by building use, you would create the following records in the Analysis Location Group (finanal_loc_group) table:

• For each building use that is part of the analysis, you would create an analysis group, such as Manufacturing or Office. You do this by creating a record in the Analysis Location Groups table for each building in that analysis group.
• Each of the records for this analysis would be assigned to the same Analysis Super Group; in this case that would be Building Analysis by Building Use.

The following table shows the records that you would enter in the Analysis Location Groups table to create an Analysis Super Group 'Building Analysis by Building Use" for the Manufacturing and Office Analysis Groups, and the 'Euro-Operations' super group that contains the Balkans and Benelux analysis groups.

Analysis Super Group	Analysis Group	Country Code	Building Code
Building Analysis by Building Use	MANUFACTURING		SAOMANU
Building Analysis by Building Use	MANUFACTURING		TAIOLD
Building Analysis by Building Use	MANUFACTURING		BERMANU
Building Analysis by Building Use	OFFICE		HQ
Building Analysis by Building Use	OFFICE		BUCHOFF
Euro-Operations	Benelux		BRUSSOFF
Euro-Operations	Benelux	NLD
Euro-Operations	Balkans		GREECEOF
Euro-Operations	Balkans		BUC