Account Inspector

I put together this blog entry for the Account Inspector at the same time as writing the one for Smart View. It made sense because the two tools are similar in many respects - both are designed around the capabilities of the Essbase cube which is at the heart of Fusion GL.

Just like Smart View, you can use Account Inspector to slice and dice or pivot your data, you can also expand parent / child values within your account hierarchy and drilldown to supporting journal details. And, like Smart View, the Account Inspector is based on real-time GL balances. (If you need more details on what any of these mean, please take a look at the earlier Smart View post).

So why do we have two similar tools in Fusion GL? When might you want to use one rather than the other?

  1. Account Inspector is an online tool available from within Fusion Applications, so you can use it directly within Fusion GL. For example, when you are investigating account balance changes using the Account Monitor, you can choose whether to view the amounts in a table / graph, or whether to open them up in Account Inspector so you can manipulate the data to understand it differently. It is useful for ad-hoc inquiries against an account.
  2. Smart View is a desktop tool, available as a plugin to Excel. It is a more re-usable tool for your analysis – ie you can save your spreadsheet layout as a template for future use, and then refresh it with the latest GL balances whenever you reopen it. It can be used to construct ad-hoc analysis too, but is useful for inquiries that you perform regularly.
There are lots of options in Fusion GL for account analysis - in addition to the two I've mentioned you could use Account Monitor or Financial Reporting which are also real-time tools that let you slice and dice your data, and drill to more detailed levels. If you need more information on any of them - what they are, what they are used for - please post your questions here and we'll try to answer them in this blog.
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This blog will be used by Financials Strategy group to discuss various Fusion Financials topics. Want to know more? Just ask.

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