Concept: Matrix Report Calculations

When adding a calculation to a matrix report, use these guidelines:

Reference only the elements that are of the same data type.

Example: A calculation on accounts only references account elements.

Create a tier before you drag a custom calculation element into the tier.

Example: To calculate on versions, first create a versions tier. Then drag a custom calculation element into the tier.

Use a calculation on any area of a report including rows, columns, sheet tab, or filter.

Reference other dynamic elements that are in the report. These elements must be of the same data type as the calculation.

Reference other absolute elements that are not
in the report. These elements must be of the same data type as the calculation.

Reference a report parameter through an element that connects to the parameter.

Reference other calculations of the same data type.

Example: A calculation for time can reference another variance calculation on time. The calculation can’t reference another variance calculation on versions, levels, or products.

Calculate Variance for Elements Not Added to the Report

You can calculate a variance for elements that don't add to the report.

Example: A report displays Net Income for FY 2018 and FY 2019 and the variance between the 2 time periods. You decide to add another Difference element to calculate the variance between the prior time periods of FY 2016 and FY 2017. You don't need to add the prior time periods to the report. You can just select them from

Difference Options

in the element properties of the

Difference

calculation element.

The monthly finance variance report for executives is another example. The report displays:

Current period actuals

Delta to prior period actuals

Actual delta to budget

Although the report doesn't display prior period and budget, it still includes them in the variance calculation.