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Adaptive Planning
Add Upper and Lower Bounds to Outlier Reports

Add Upper and Lower Bounds to Outlier Reports

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Access Reports
 permission.
You can add 2 difference calculations in the report columns to display:
  • The variance between plan and predictions.
  • Data anomalies outside your upper and lower bounds.
You can then go to sheets to adjust the values as needed.
  1. Access the matrix report.
  2. From the
    Elements
     tab, click
    Calculations
    .
  3. Drag and drop the
    Difference
     calculation element into the columns after the prediction and plan versions.
  4. Right-click the calculation element and select
    Properties
    .
    As you complete the task, consider:
    選項 說明
    Label
    Enter a label that describes the calculation:
    Example: Variance
    Display As
    Select
    Percent
     to display the variance amount as a percentage.
  5. Click
    Apply
    .
  6. Drag and drop another
    Difference
     calculation element next to the variance.
  7. Right-click the calculation element and select
    Properties
    .
    As you complete the task, consider:
    選項 說明
    Label
    Enter a label that describes the calculation.
    Example: Anomaly
    Display As
    Select
    Percent
     or
    Value to
     display the anomaly as a percentage or amount.
    Conditional Formatting
    Create new rules for:
    • Greater than
    • Less than
    • Between
    Show
    For each rule you create, select an icon.
    Examples:
    • Select the red flag to indicate that the data is outside either the upper or lower bound.
    • Select the green flag to indicate that the data is within acceptable range.