Table of Contents

Compare - Planner 4

Applies to: img Planner 4

Overview

This report is used for comparing actual results against budget and forecast. The forecast dataset is combining actual data up until forecast start and forecast data from forecast start and forward.

This report contains sections to comparing the selected period, year-to-date, rest-of-year and year-total.

See an example of this report in picture below.

  1. Top and Left Section
    The left section contains the Department filter and gives the ability to slice data according to an organization hierarchy. The top section contains mainly filter choices including selection of which report to presented. The upper right "Forecast start" tells which calendar period the forecast start. Since this may be a rolling forecast this period will be updated as the forecast reach next period. "Data last updated" tells when the input was last simulated to generate the full ledger. This process is normally scheduled to run at certain intervals.

  2. Content Section
    The content section shows the reporting lines including rows for sub-totals. The table is divided into 4 sections for comparison between actual, selected dataset (i.e. Forecast by default) and Budget:

  • Month
    Compare selected month
  • Year To Date
    Compare year to date for according to selected month
  • Rest of Year
    Compare Forecast and Budget for rest of year
  • Year Total
    Compare year outlook combining aggregating actual periods with remaining periods for Forecast and Budget

The Forecast dataset is composed of Actual data for periods before the Forecast start and Forecast input data from the Forecast start period (as shown in the upper right in the report).

Filter Descriptions

Filter selections available apart from Department are:

  • Report
    Allow selecting different report configurations.
  • Year
    Select year to compare.
  • Month
    Select what month to compare. This also determines the time range for year-to-date and rest-of-year.
  • Dataset
    Select the dataset. Forecast is the default used here but others may be selected for comparison against Actual and Budget which are fixed in this report setup.
  • Scenario
    Is used related to simulation providing the alternatives: "Baseline", "Best" and "Worst". Scenario is only relevant for Forecast and Budget datasets.
  • Timefunction
    Not relevant for this report setup.
  • Currency
    Choose which currency to the used in the report. Average rate for each period is used for currency conversion.

Column Descriptions

Number-columns explained:

  • Actual
    This contains numbers from the account system.
  • Budget
    This contains numbers from Budget and Scenario = "Baseline".
  • Forecast
    This contains numbers from Forecast or another selected dataset.
  • Δ Budget
    This is the difference between Actual and Budget. The %-column to the right shows the difference as percentage.
  • Δ Forecast
    This is the difference between Actual and Forecast. The %-column to the right shows the difference as percentage.
  • Act.+Forecast
    This contains the sum of Actual year-to-date and Forecast rest-of-year. Note that the selected month controls the year-to-date and rest-of-year.
  • Act.+Budget
    This contains the sum of Actual year-to-date and Budget rest-of-year. Note that the selected month controls the year-to-date and rest-of-year.

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