Moving average template in Planning Business Modeler

The rule that you can create by using the MovingAverage template calculates the average of the balances in an account over a specified number of periods.

A moving average eliminates short-term periodic differences, and therefore highlights longer-term trends. Typically, analysts use moving averages to examine trends, such as sales trends, stock prices, unit volumes, or other values that vary significantly between periods.

By default, the rule that you create from this template uses a period of one month, but you can customize this value to fit the business requirements.

In this topic

Prerequisites

Implementation

Placeholder substitution requirements

Prerequisites

The following list shows the tasks that are prerequisites for a rule that you create with this template.

  • You must create a member in the TimeDataView dimension that the rule can use to hold computed values. PerformancePoint Planning Server provides a script to create this member. For more information, see Script to create dimension members for rule templates.

  • The Scope statement for this rule should include only those members of the Scenario dimension for which data is loaded, such as Actual, Budget, and Forecast. Do not include the calculated members of the Scenario dimension such as Variance.

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Implementation

A rule created from this template is a Definition rule with MdxScript implementation. Every time that you query a cell set that falls in the scope defined by the rule or script, PerformancePoint Planning Business Modeler runs this rule and caches the script in the cube. For more information, see MdxScript implementation.

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Placeholder substitution requirements

To convert the MovingAverage template into a business rule, you must substitute actual dimension values for the placeholders in the templates. For information about how to substitute values, see Filling a placeholder in a rule template.

The following table describes the placeholder substitutions that you must make to create a business rule from this template.

Placeholder

Comment

<<[TimeDataView].[All Members].[Moving_Average]>>

User-defined member of the TimeDataView dimension where the calculation will be stored

<<[TimeHier]>>

Name of hierarchy in Time dimension used in this model. This value must be a valid string.

<<[Scenario].[Hierarchy].[Base Scenarios]>>

The list of base scenarios for this model

<<[AccountHier]>>

Name of hierarchy in Account dimension used by the current model. This value must be a valid string.

<<NumPeriods>>

Number of base periods to include in the Moving Average

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