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Adaptive Planning
Last Updated: 2023-06-23
Add Variances to Matrix Reports

Add Variances to Matrix Reports

Use the Difference calculation element to calculate the variance between 2 elements in a tier.
Example: Calculate the variance between 2 versions, 2 levels, or 2 customers.
  1. Go to
    Reports
    . The Overview page displays.
  2. Open a matrix report in the viewer and click
    Edit
    .
  3. In the
    Elements
     tab, expand the
    Calculations
     element.
  4. Drag the
    Difference
     element and drop it after the elements for which you want to display a variance.
    Example: To display a variance between Actuals and Budget - Approved, drop the Difference element after these 2 versions in the report rows or columns.
  5. Optional. Right-click the
    Difference
     element and select
    Properties
     to change these properties:
    As you complete the task, consider:
    Option
    Description
    Label
    Displays a label for the Difference element.
    Example: Variance
    Reverse Sign
    Reverses the plus or minus indicator of the result for specific GL accounts.
    Difference Options
    Specifies which element to subtract from which element.
  6. Click
    Apply
    .
  7. Save and run the report.
The report displays a Variance column with a difference calculation for the data.
A matrix report includes GL accounts on the rows and these versions on the columns:
  • Working Budget for 2019
  • Forecast for 2018 through 2020
You want to display the variance between the 2 versions crossing 2 time periods, 2019 and 2020. To display FY 2019 for the Forecast version, from
Difference Options
, select:
  • Stratum
    =
    Year
  • Offset
    =
    1
     and
    Forward
    .