Multiple Scenario Analysis Template

Owned by
Migration
Last updated: Jun 01, 2015 by
Andy Heller (Deactivated)
3 min read

Introduction

Multiple Scenario Analysis reports are designed to give the maximum amount of information about one single account. In the main chart the account values are shown using multiple scenarios for the selected year. In the right table you can see a variance analysis over a breakdown dimension using any two scenarios from the main chart.

CONTENT

Parameters

The Report Parameters define the look & feel and behavior of a report. On the screenshot below you can see the parameters numbers. These numbers refer to the parameters as displayed in the Basic Parameters and Advanced Parameters table. Next to basic and advanced parameters there are also Generic Report Parameters

Basic Parameters

Parameter

Description

Mandatory

1. Item Selector

A list of items that will be used as a  Pick List in the report. Each item can be a combination of members from the dimensions associated with the list. Usually, the Account dimension is used. The pick list defines which which account or other Dimension Member is analyzed.

Yes

2. Scenarios

The Scenarios list defines the series of the chart. For each Line, Bar or Area a list item is required. The following 5 parameters refer to Items from this List. The list items that are not referred in the following 5 parameters will be automatically put in the reference category selector which determines the (orange) Area Chart (See 2. In the screenshot)

Yes

3. Until Current Period

Defines the light blue bars in the chart. The light blue bars are shown for the periods that equal or are before the current period. Normally this chart series is filled with actual current year.

No

4. Beyond Current Period

Defines the dark blue bars in the chart. The light blue bars are shown for the future periods. Normally this chart series is filled with a forecast or budget category.

No

5. Line 1,2,3

Defines the chart series for the three lines in the chart. The lines can be used to show scenarios from the Scenarios list, selected for parameter number two. (ie. previous year, year end forecast, rolling forecast, etc.)

No

Advanced Parameters

Parameter

Description

Mandatory

6. Default Selected Item

Indicates the Item from the List that will be selected / highlighted upon opening of the report. If none is selected, the 1st item will be selected.

No

7. Time Series

List of items that determines the X-axis of the chart; usually a Time-series associated with the Year and the Period dimension.

Yes

8. Variance Threshold

Threshold value for the Variance (e.g., Actual vs. Budget). If the Variance is less than this Threshold, then a neutral variance color is used (Orange). Otherwise Red (indicating an unfavorable variance) or Green (favorable variance) is used. Use e.g. -200;300 for an absolute threshold or -10%;20% for a relative threshold

Yes

9. Breakdown Member Depth Limit

Determines the number of hierarchy levels you want to make available for each of the relevant breakdown-dimensions in the right part of the report. Increasing this number may affect performance.

Yes

10. Variance Percentage Precision

Defines the number of decimals used for presenting the Variance Percentage values.

Yes

See Also

Functional end-user description of template: Multiple Scenario Analysis