Variance to previous period templates

PerformancePoint Planning Business Modeler includes two templates that help you create business rules to calculate the variance between the current period and the previous period.

  • Variance to Previous Period

  • Percent Variance to Previous Period

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

The rule that you create from the Variance to Previous Period template calculates the variance between the current period and the prior period. The rule also determines whether the difference between periods is favorable or unfavorable.

If the rule determines that a value is favorable, the rule assigns a positive sign to the value. If the rule determines that a value is unfavorable, the rule assigns a negative sign to the value. For example, suppose the rule compares revenue from the first quarter (Q1) of 2007 to revenue from the last quarter (Q4) of 2006. If Q1 2007 revenue is larger than Q4 2006 revenue, the difference is shown as a positive amount. In contrast, if Q1 2007 revenue is less than Q4 2006 revenue, the difference is shown as a negative amount.

Analysts use variance calculations in any application area that compares current results from one period to the next, such as finance or sales.

You can use this rule template for any period, regardless of level in the Time dimension. That is, if the selected period is a month, the rule compares the account values with the values that were recorded for the same month a year ago. If the selected period is a quarter, the rule compares current values with those in the same quarter a year ago.

In this topic

Prerequisites

Variance to Previous Period template

Percent Variance to Previous Period

Prerequisites

To use this rule, you must complete the following prerequisite:

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Variance to Previous Period template

The rule that you create from the Variance to Previous Period template calculates the variance between the current period and the prior period. The rule also determines whether the difference between periods is favorable or unfavorable.

If the rule determines that a value is favorable, the rule assigns a positive sign to the value. If the rule determines that a value is unfavorable, the rule assigns a negative sign to the value. For example, suppose the rule compares revenue from the first quarter (Q1) of 2007 to revenue from the last quarter (Q4) of 2006. If Q1 2007 revenue is larger than Q4 2006 revenue, the difference is shown as a positive amount. In contrast, if Q1 2007 revenue is less than Q4 2006 revenue, the difference is shown as a negative amount.

Analysts use variance calculations in any application site that compares current results from one period to the next, such as finance or sales.

You can use this rule template for any period, regardless of level in the Time dimension. That is, if the selected period is a month, the rule compares the account values with the values that were recorded for the same month a year ago. If the selected period is a quarter, the rule compares current values with those in the same quarter a year ago.

Rule template substitutions

To convert this 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 the topic 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.

Pl aceholder

Comment

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

User-defined member of the TimeDataView dimension that stores the calculated variance

<<[AccountHier]>>

Provide an account hierarchy name for Income Statement Debit and Balance Sheet Credit accounts

<<[TimeHier]>>

The Time hierarchy that is used by the current model

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Percent Variance to Previous Period

The rule that you create from the Percent Variance to Previous Period template calculates the percent of variance between values in the current period and the prior period. In addition, the rule determines whether the difference is favorable or unfavorable.

For example, suppose the rule compares revenue from Q1 of 2007 to revenue from Q4 of 2006. If the rule determines that Q1 2007 revenue is more than Q4 2007 revenue, the rule classifies the variance as favorable and assigns a positive sign to the variance. Similarly, if the rule determines that Q1 2007 revenue is less than Q4 2006 revenue, the rule classifies the variance as unfavorable and applies a negative sign to the variance amount.

You can use this rule template for any periods, regardless of level in the Time dimension. That is, if the selected period is a month, the rule compares the account values with the values that were recorded for the same month of the previous year. If the selected period is a quarter, the rule compares current values with those in the same quarter of the previous year.

Rule template substitutions

To convert the Percent Variance to Previous Period 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 the topic 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].[VARPCTPRIORPERIOD]>>

User-defined member of the TimeDataView dimension that stores the calculated variance

<<[AccountHier]>>

Provide an account hierarchy name for the following accounts: Income Statement, Income Statement Debit, Balance Sheet, and Balance Sheet Credit

<<[TimeHier]>>

Time hierarchy that is used by the current model

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