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Adaptive Planning
Last Updated: 2023-06-23
Example: Use Parameters to Display Ad Hoc Variances

Example: Use Parameters to Display Ad Hoc Variances

You can add difference calculations to elements that are also parameters. Then, when you run the report, you can see the calculations update as you select different parameter choices. This example illustrates how to use difference calculations with parameters to display different variances for each parameter choice.
You want your report to display annual variances in the Expense account between your actuals version and a few different plan versions. Your versions include:
  • Actuals.
  • Current Budget.
  • Forecast.
  • Last Year Budget.
The current year is 2022.
  1. Go to
    Reports
    .
  2. Click
    Add New
     and select
    Matrix
    .
  3. From the
    Elements
     tab, click
    Accounts
    GL Accounts
    .
  4. Drag and drop
    6000 Expenses and 7000 Allocations
     into the rows.
  5. Click
    Back to Elements
    .
  6. Click
    Time
    .
  7. Drag and drop
    FY2022
     into the columns.
  8. Click
    Back to Elements
    .
  9. Click
    Versions
    .
  10. Drag and drop
    Actuals
     and
    Current Budget
     under the
    FY2022
     element in the columns.
  11. From the columns, drag and drop
    Actuals
     into the
    Parameters
     section.
  12. From the columns, drag and drop
    Current Budget
     into the
    Parameters
     section.
  13. From the parameters section, right-click
    Version
     and select
    Properties
    .
    As you complete the task, consider:
    Option Description
    Label
    Enter:
    Version 1
    .
    Prompt before viewing
    Leave unchecked.
    Available Choices
    Highlight
    Actuals
     and click the
    Set as initial choice
     button.
    Click the check boxes next to
    • Current Budget
      .
    • Last Year Budget
      .
    • Forecast
      .
  14. Click
    Apply
    .
  15. From the
    Parameters
     section, right click
    Version 2
     and select
    Properties
    .
    As you complete the task, consider:
    Option Description
    Label
    Enter:
    Version 2
    .
    Prompt before viewing
    Leave unchecked.
    Available Choices
    Highlight
    Current Budget
     and click the
    Set as initial choice
     button.
    Click the check boxes next to
    • Actuals
      .
    • Last Year Budget
      .
    • Forecast
      .
  16. Click
    Apply
    .
  17. Click
    Back to Elements
    .
  18. Click
    Calculations
    .
  19. Drag and drop
    Difference
     to the right of
    Current Budget
     in the columns.
  20. Right-click the difference element in the columns and select
    Properties
    .
  21. In the
    Label
     field, enter
    Variance
     and click
    Apply
    .
  22. From the toolbar, click the arrow next to the save button and select
    Save and Run
    .
  23. From the top of the report viewer, select different versions from each of the version parameters and click
    Run Report
    .
You can compare any combination of the 4 versions.