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Variance analysis summary reporting

[This article is prerelease documentation and is subject to change.]

After you analyze variances, you can add the findings and analysis for each identified variance to a report. You can automatically prepare this report within the workbook.

For each criteria, you can add individual variances and analyses to a report or add all variances at the same time.

  • To add individual variances and their findings to the report, select Include in variance report. You can find this option just under the overview and findings for the individual variance. To add all variances within a given criteria to the report, select Include all in report. You can find this option at the top of the criteria card.

Screenshot of the adding results data to a report.

  • The included results appear in a new worksheet called Variance report.

The newly created variance report contains individual summaries with all of the information presented in the sidecar for each result added to the report.

Executive summary

In addition to the individual summaries, the Variance analysis agent can generate a synthesized executive summary that incorporates all of the findings.

To prepare this report, select Generate summary in report. The executive summary is placed at the top of the report.

Screenshot of generating the executive summary.