First steps in EMAsphere

Getting started with EMAsphere? This article explains the basics of how to use EMAsphere: from navigation to updating your data and sharing information!

Table of contents : 

1. The purpose of EMAsphere
2. Your environment
   1. The app bar
   2. The context bar
   3. The menu bar
   4. The right sidebar
3. Acces and user settings
4. Update your data
5. Visualise your data
   1. What determines your default view?
   2. Latest import view
   3. Latest in review or published situation
   4. Drill down
6. Your menus
7. Currencies
8. Your settings
   1. General settings
   2. Financial settings
   3. Operational settings
9. Consolidation
10. More information? 
    1. The different apps
    2. Icons of app bar
    3. Reporting date
    4. Global filters
    5. Menu bar: possible actions
    6. Other icons and abbreviations in EMAsphere

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1. The purpose of EMAsphere

The purpose of EMAsphere is to transform your raw data - whether coming from your accounting software and/or business software - into structured and automatically updated reporting.

2. Your environment

When you login to EMAsphere, you land on your Reporting page by default.

This page is organised as follow and allows you to easily navigate and manage your environment:

 a. The app bar 

It is located at the top of the screen, both on the dashboard and on any page in your environment. It can be divided in two parts: 

• On the left: The various apps and their sections. These are available depending on your subscription plan. 

• On the right: you will find various icons allowing you to set up your profile, launch an import or access our documentation platform. 

b. The context bar

It is located at the top of your screen, below the app bar. It includes various buttons that provide information on the data displayed in your reporting.

 

c. The menu bar 

The bar on the left of your screen displays all your menus and the sections they are composed of. 

d. The right side bar

This bar contains the 3 following icons : 

3. Acces and user settings

A user only has access to an environment if they are manually added to that environment and then added to one or more user groups. It is membership of one or more groups that determines the rights and permissions of each user. 

Rights and permissions are managed in the Share app, Security section, Users and Groups sub-section.

When you connect to EMAsphere, you will by default arrive on your Reporting. You can then view your data via your menus.  

The view of your data depends on your user profile. This profile is determined on the basis of the user groups to which you belong and the roles assigned to you.

In EMAsphere, you can manage your user settings (language, password, automatic translation via AI, etc.) via the cogwheel on your avatar.

4. Update your data

Your reporting allows you to view your latest accounting and/or operational data through various tables, graphs, KPIs, etc. 

To update your data, simply launch an import via the import icon on the right of the app bar. This icon is available on your reporting as well as on any screen on the platform.

5. Visualise your data

a . What determines your default* view? 

As a user, you belong to one or more user groups to which roles have been assigned. Of all the existing roles in EMAsphere, 3 roles determine the default view. These 3 roles can be combined and the role with the most permissions takes precedence.

The view of your displayed data is displayed in the situation selector in the context bar.

 

Here is what you see by default* in EMAsphere when you land in your environment:

b. Latest import view

This dynamic view of your data is automatically updated according to your data imports. 

This view contains all the following data:

• Accounting injection: the last import view shows the last accounting injection; each injection corresponds to a number, so you use the highest number.

• Operational injection: the last import view shows the last operational injection if this is applicable in your environment.
• Forecast: the last import view shows the last forecast injection. This injection is linked to the forecast produced in the forecast workbench.

c. Latest in review or published situation

These two data views are frozen. In both cases, it's a situation created by an admin at a given moment in order to keep a record of the data and be able to return to it.

• The view of the last in review situation displays the last situation open for revision, regardless of its situation category. The in review status is used to freeze data until it is published and/or modified if necessary.
• The last published situation view displays the last situation published for the highest situation category.

Depending on the configuration when they are created, these situations may contain the following data:

• Accounting data
• Forecast data : data managed in the Data app, Forecast section

• Operational data : data managed in the Settings app, Flow definition section and then via the imports of operational data.

• Manual adjustements : data encoded manually, in the same way as manual entries. This is managed in the Data application, Manual input section. 

• Budget 
• Another comparison source

d. Drill down 

EMAsphere allows you to view the details of your data right down to the accounting entry. You can double-click on an amount in your reporting, either on a graph or a table, and then see the most precise level of detail, which is the accounting entry. 

6. Your menus

Depending on your subscription plan and your rights, your environment may include different menus, which you can view in your reporting. 

The tables, graphs and KPIs you visualise are created beforehand in the Creation app, in the Tables, Charts or KPIs section.

 

Once you have created the various indicators, you can define which indicators should be included in your menu.

When your menu is ready, you can share it with the users and/or groups of users you want.

7. Currencies

Depending on your subscription plan, it is possible in EMAsphere to have a multi-currency environment. Each of your entities can have its own currency and at consolidation level you can view the figures in a single currency.

8. Your settings

Depending on your access rights, you can configure your environment. 

a. General settings

There are general parameters which are essential for the proper management of your environment: 

b. Financial settings

Some parameters relate to the financial/accounting part of your environment: 

c. Operational settings

Finally, some parameters relate to the operational side.

9. Consolidation

If you are in a consolidated environment that includes several entities, there are certain prerequisites and best practices to be aware of in order to manage your environment properly.

10. More information? 

a. The different apps

 

 

b. Icons of app bar 

 

 

c. Reporting date

The reporting date allows you to navigate over time in a situation, a specific version of your data.

d. Global filters

Global filters allow you to apply one or more filters to your reporting.
This allows you to have different filters for each user, for example, and to apply these filters according to your different situations. 

The filters available are based on your analytics and there are two modes for the use of global filters: basic and advanced.

 

e. Menu bar: possible actions

 

	Display the list of your menus
	Expand your menu section
	Reduce your menu bar
	Expand your menu bar

f. Other icons and abbreviations in EMAsphere

• Other icons 

Icons	Function
	Display information about the indicator where the icon appears
	Expand grid or chart
	Collapse grid or chart
	Print
	Export a grid in .xls format
	Refresh the page
	Group figures by thousands or millions
	Data filter
	Function which allows to hide the selected columns via the drop-down menu
	Function which allows to hide the empty lines in a table

• Abbreviations

Abbreviation	Definition
Temporal Abbreviation
YTD	Year-to-Date
FY	Full Year
EoM	End of Month
CY	Current Year
LY	Last Year
LM	Last Month
PY	Previous Year
Mth	Month
FE	Full Exercise (= financial year)
Q	Accounting Quarter
L12M	Last 12 Months
RoY	Rest of Accounting Year
CQ	Civil Quarter
LstDCMth	Last Day of Month
MthTod	Month to Today
SDay	Selected Day
Tod	Today
YTod	Year To Today
Other Abbreviation
GM	Gross Margin
P&L	Profit and Loss
Var	Variation