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Percent variance to previous year template

The rule that you create from the Percent Variance to Previous Year 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 an Actual scenario with a Budget scenario. If the rule determines that actual revenue is more than budget revenue, the rule classifies the variance as favorable and assigns a positive sign to the variance. Similarly, if the rule determines that actual expenses are more than budget expenses, the rule classifies the variance as unfavorable and applies a negative sign to the variance amount.

You can use this rule template for all 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 are recorded for the same month in 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.

Prerequisites

The following task is a prerequisite for a rule that you create with this template:

Implementation

A rule that is created from this 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, Planning Business Modeler runs this rule and caches the script in the cube.

Placeholder substitution requirements

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 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 each of the following accounts: Income Statement, Income Statement Debit, Balance Sheet, and Balance Sheet Credit

<<[TimeHier]>>

The Time hierarchy that is used by the current model

See Also

Reference

ParallelPeriod (PEL)
Iif (PEL)

Concepts

About the TimeDataView dimension
Variance to last year template

Other Resources

Predefined templates for general business rules
About the Account dimension