Variance Scenario

What is the formula for calculating a budget vs. prior year forecast % variance using a variance scenario. The formula we are using to sucessfully get the $ variance is as follows: @var(Forecast,@mdshift(Budget,1,Year,))*-1;
However when I use @VARPER to try to get the % variances I get results like 240,455%
I do have this set up as a dynamic calc and two-pass. Thanks.

The formula is @VARPER(member 1,member 2);
I have always used it the same as @VAR, so @VARPER(Forecast,@mdshift(Budget,1,Year,)) should give you what you want. Can you provide the numbers that return for each member? If I see the values, maybe we could back in to what the math is doing.
Kyle Goodfriend
http://www.in2hyperion.com
Please make sure to assign the post as answered and the responses as answer or helpful so others may benefit from your experience.

Similar Messages

Reports 2.01 Variance Error

I have a report that uses accounts in the page dimension (with UDAs). When I use the variance function in a column formula I receive a cell error. Why?I have product in the rows & ,years & months in the columns I'm try to compare current month to prior year month. (We are not using a variance scenario for years)All other functions seem to work (addition, subtract, multiple, divide) Why won't the formula return a value based on the UDA?

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Variance across years

I'm working with a dynamic calc cube - version 7.X - with the following dimensions: Accounts, Period, Fiscal Year, Scenario, Version, Organization
In the scenario dimension we have the following members: Budget, Actual, Forecast.
I want to create a Scenario member that displays the variance between current year Forecast and prior year Actual.
I've used @VAR("Forecast","Budget") to create a variance Scenario member within the same year, but can't figure out how to do it across years.
Any ideas? Thanks.

@VAR doesn't support cross dimensional members.
However, you could do this (this approach requires an "Expense" UDA to match Expense Reporting members and is assuming you are comparing FY10 Budget to FY09 Actual):
Dynamically calculated formula in member "Bud FY10 vs. Act FY09"
IF(@ISUDA("Account", "Expense") AND @ISMBR("FY10"))
"Actual"->"FY09" - "Budget"->"FY10" ;
ELSEIF(NOT(@ISUDA("Account", "Expense")) AND @ISMBR("FY10"))
"Budget"->"FY10" - "Actual"->"FY09" ;
ENDIF
You could get fancier with @PRIOR and @CURRMBR if you wanted to make it more flexible.
The important thing is to be able to identify the Expense accounts from the non-Expense because it flips the subtraction direction.
Regards,
Cameron Lackpour

Variance Reporting problem in Planning

Hi,
I am facing an issue in variance reporting in Planning. I have a memeber X (dynamic calc, account type: saved assumption, variance reporting: non expense). Now member formula of X is @sum(W,Y,-Z). W, Y & Z are expense members. Their variance reporting settings is expense. Now lets say W=5, Y=5, Z=5. So for actual scenario value of X is 5 and for variance scenario it should be 5. But it is coming as -5 because for variance scenario W Y & Z values are -5, -5 & -5. So as per formula X value is (-5-5+5)= -5
So variance reporting settings of X is overwritten by member formula value. Is there any way to stop this?
Regards
SB

I don't think that's the problem Rahul, it's a calculation order issue.
I think the current calculation order is:
1. Variance->W (sign flip occurs), Variance->Y (sign flip occurs), Variance->Z (sign flip occurs)
2. Variance->X (no sign flip occurs)
Net result, sign flip.
What the OP wants is:
1. Actual->X (no sign flip occurs), Budget->X (no sign flip occurs)
2. Variance->X (no sign flip occurs)
Net result, no sign flip.
If X was a stored member this would 'just work'. Another option would be to tag X as 'Expense' even though it really isn't. This would flip the sign back for the Variance scenario only.
Alternatively, 'roll your own' by writing the formula on 'X' to check for @CURRMBR("Scenario") and perform the extra sign flip when Variance is selected.

Using Y-T-D values in Business Rules

Hi All,
I am using Hyperion Planning 11.1.1.1.0.
I have enabled Y-T-D dynamic time series in the application.
I need to calculate YTD variance% , the formula to be used is :
(Y-T-D(Oct)Budget - Y-T-D(Oct) Actual) / Y-T-D(Oct)Budget * 100.
I have a business rule(created in EAS) that does the other variance % calculations which are pretty simple like Budget-Actual/Budget*100.
The formuls for the normal variance Percentage works but i get an error when writing a formula for :
"Variance%(YTDActual&YTDBudget)"
("Variance%(YTDActual&YTDBudget)"="Y-T-D(&CurrentMonth)"->Budget - "Y-T-D(&CurrentMonth)"->Actual / "Y-T-D(&CurrentMonth)"->Budget *100;)
The error that comes up is as follows:
Detail:Cannot calculate. Analytic Server Error(1200497): Error compiling formula for [Variance%(YTDActual&YTDBudget)] (line 2): unknown member name ["Y-T-D(&CurrentMonth)"] in function [operator @X]
Can somebody please advice as how to use Y-T-D values in the formulas?
Kind Regards.
Mirka

Here are a couple of tips that may help:
1) You cannot directly reference dynamic-time-series members in a business rule or a member formula. These are "virtual" members. This is a common misconception.
2) Even if you could reference these members in a formula, you couldn't store a value in them anyway, as they are dynamic.
3) It usually doesn't make a lot of sense to calculate variances like these in a business rule. I would recommend making them dynamic, two-pass member formulas (not business rules) in your Scenario dimension. They don't need to be "Two pass" in the typical sense (eg. recalculating a ratio at the quarters), but they need to fire last, so set them as two pass. (otherwise you will end up with order of calculation issues where other calculations fire after the variance and you get incorrect results).
In looking at your requirement, you don't really need a variance that calls out dynamic time series members. Simply create a variance scenario with a formula like @VARPER("Budget", "Actual");. If you have "Y-T-D(Oct)" selected as your time period in your form or spreadsheet, and "Bud vs Act %" (this is your new variance scenario) selected, it will calculate the YTD variance for October, or whatever time period you have selected.
Just to recap:
1) Create a new scenario called "Bud vs Act %". Make it dynamic and two-pass. Give it a formula of @VARPER("Budget", "Actual");
2) Scrap your business rule. Add other variance scenarios as needed.
3) Add your YTD member and your variance scenario to a form, and test.
Hope this helps,
- Jake

Invoice Reduction-Vendor error: only a higher amount invoiced is allowed

Hi,
I am trying to replicate the "Invoice Reduction" Scenario (for both Price and Quantity Variance scenario).
1) Created a PO for 25 PCE and made GR for 10 PCE (10 USD/PCE).
2) Entering Invoice for 25 PCE and Amount 2500 USD and I have selected correction ID as Vendor Error: Reduce Invoice. So when the document is posted system should generates the Invoice document and Credit memo.
But I am getting the error as mentioned in subject.
Please find below the Error description:
Vendor error: only a higher amount invoiced is allowed
Message no. M8582
Diagnosis
The item amount in the invoice of 100.00 is smaller than the item amount of 2,500.00 suggested by the system.
System response
You currently cannot enter an amount that is smaller than that expected by the system. This would lead to a credit memo for the vendor.
Procedure
You can change the default values to correspond to the invoice and then post the invoice.
Regards,
Hari.

Hi,
Please check if the PO is GR based invoice verification is checked.
since the GR is only done for the partial qty while you enter the invoice and reducing it system is giving the error.
If vendor sends a higher amount /qty when compared to PO you can try for a reduction.
for more information on when and how an invoice reduction need to be done,please check the below link.
http://help.sap.com/erp2005_ehp_04/helpdata/EN/a8/b99284452b11d189430000e829fbbd/frameset.htm
and http://help.sap.com/erp2005_ehp_04/helpdata/EN/d6/36451bca1a4a81b974bb9114e41458/frameset.htm
and
http://help.sap.com/erp2005_ehp_04/helpdata/EN/a8/b9975e452b11d189430000e829fbbd/frameset.htm
Regards,

Sparse Dynamic Calc Member

All,
Is it better to have a sparse store member and calculating in Calcscript/Rule or sparse dynmic calc member with formula?
Thank You

Here's a little background on why sparse dynamic calcs can sometimes (but not always) be bad for retrieval performance:
- Essbase stores data in one of two types of files - the Index file and the Page file. (there can be many of each type of file, depending on how much data is stored in your cube)
- The index file stores all of the combinations of sparse members (where there is data). Think of each sparse dimension as a column in the index file.
- The page file contains "blocks" that are made up of your dense dimension members. Each "cell" in a block is 8 bytes. (a cell being a single combination of members from each dense dimension)
- Each row in your index file points to one and only one block. (this is why you need one member from every dimension to get to a data value)
So let's say we have three members in one of our sparse dimensions. For the sake of simplicity, let's say this is the only sparse dimension in the cube.
- Member "A" is stored.
- Member "B" is stored.
- Member "C" is a dynamic calc equal to "A" - "B".
Question - if you retrieve on member "C", how many blocks does Essbase have to pull into memory? 2 (the blocks for A and B), plus it has to create a block in memory for member "C". (at least I think it creates a block in memory . . . . ) Either way, that's a lot of I/O, relatively speaking.
If "C" were calculated in batch and stored, the same retrievel would only have to pull a single block into memory - the stored block for C. This is less I/O.
So why are some dynamic sparse calcs bad and others aren't? It all comes down to how many blocks the retrieval forces Essbase to pull into memory. (FYI this "memory" is really your database caches)
This is why sparse dynamic calcs like variance scenarios are common. A sparse dynamic calc that compares Actual to Budget doesn't pull a lot of blocks into memory. However, if you set a sparse parent to be dynamic, and it had 100 children, this would be pretty bad for performance.
If you can visualize this concept, you can performance tune a BSO cube. It's all about I/O.
Hope this helps,
- Jake

Year to date calculations

Hi All,
I am using Planning V11
I wanted to display YTD data on webforms. Now the data is loaded at the month level and there is a requirement to see the values for YTD aswell.
I wanted to know the best practices around calculating YTD data in planning.
There is a specific requirement to display periodic and YTD data on data forms.
Your inputs and suggestions would be really helpful.
Cheers,
XXX

It's possible, but mildly tricky.
The reason is this . . . you would ideally like to calculate this variance on the database (in Planning/Essbase) and not on the form, which would require custom JavaScript. Unfortunately, with Planning, there are significant restrictions on what you can do with years. They have to start with FY and be followed by two numbers, and so on. What you would really like to do is create a "variance" year with a member formula that says, "@VAR(&ThisYear, &LastYear). But you can't do that in planning.
So what you COULD so is this . . . create a variance Scenario that calculates the year-over-year variance for a given Scenario. The formula would look something like this @VAR(&ThisYear->"Budget", &LastYear->"Budget") The members with the "&" are substitution variables, if you weren't aware. I would make this variance scenario dynamic. You would need a separate member for each scenario where you wanted a variance, but it would work.
Then on your forms, you would have the following dimensions in your columns: Scenario, Year, Period.
Column 1 would be: "Budget", &ThisYear, YTD(&CurrentPeriod)
Column 2 would be: "Budget", &LastYear, YTD(&CurrentPeriod)
Column 3 would be: "Budget This Year vs Last Year", &ThisYear, YTD(&CurrentPeriod)
This is just one idea. There are other ways to achieve this.
Hope this helps,
- Jake

CalcLockBlock Error and Dynamic Calc Cache

I keep getting the "Dynamic calc processor cannot allocate more than [xxx] blocks from the heap" error. I have the Data Cache cranked up to about 700 MB, and the CalcLockBlock set at 1000, the block size is 296K.The query which fails returns the following counts for block allocations.Dyn.Calc.Cache : [312] Non-Dyn.Calc.Cache : [513]My question is this, does Essbase return the CalcLockBlock error if it runs out of DCC memory as well? I'd try testing it, but I can't modify essbase.cfg and reboot until the evenings.There is also more thing which I'm curious about it.... This query I'm running invloves a scenario dimension which is sparse. When I run it using only 'Actuals', the result is fast and the block count is:Dyn.Calc.Cache : [45] Non-Dyn.Calc.Cache : [0]If I add 'Budget', the results are linear as expected.Dyn.Calc.Cache : [90] Non-Dyn.Calc.Cache : [0]When I add the variance scenario (a dynamic two pass) for Actual and Budget is when the block count explodes. (numbers at the top). Why does the the calculation engine end up loading so many blocks for this variance calculation?Thanks in advance for any help!!-Ross

Not sure. What does support say? Sometimes I've found lowering the settings rela low works as well, depending on the circumstances.---------Go to your test server and try this. Create a new dimension with one member (Values). Make it dense. Then create another member in that dimension "Budget Values". Give it a formula of [Values->"Budget" ;] and make it dynamic calc.Then create another member "Variance". Give it a formula of [@Var( "Budget Values", Values ) ;] and make it dynamic calc.Because this dimension has only one stored member it is essentially not a dimension, but it does allow you to increase your analysis capabilities through dynamic calcs without adding to calc time.------------------------------

How to give negative alert thresholds?

Hi,
I need to have the alert range say,
Minimum to -25%
-25% to -15%
-15% to 0%
0% to 15%
......to Maximum
The target is to acheive 0% (like in the variance scenario)
The problem is I can represent the negative values in the alert thresholds!
Is there any work around?
Any help appreciated!!

Hi,
You can do one thing like calculate the percentage for each record on excel itself and then use that value for the component with "By Value" radio button (accepts -ve values) ticked under alerts.
Good Luck & Keep Posting.

Calculated Dimension Member - aggregation error?!

Hi,
Hyperion 11.1.2.1.0.83
I have created a DynamicCalc Scenario member called 'Movements 02', which is calculated as AP02-AP01; (without two pass calculation) - where AP02 and AP01 are both Scenario members with StoreData.
This works fine for zero level members, but the aggregated member's totals are not correct, even when AP02 and AP01 are re-aggregated - though the sum of errors comes back to zero. (i.e. if one parent is -50 out then another is +50 out)
(It is possible that entities have moved parents between the original storage of AP02, AP01 and now)
Account, entity and elements (a custom dimension) are all aggregated via a standard aggregation business rule.
Anyone suggest a fix please - as the member is calculated it is not like I can run the aggregation script against it...
thanks,
Robert.

This sounds like an order-of-calculation issue. Dynamic variance scenarios usually need to be two-pass calcs. Does it change your results if you set your scenario to two-pass?
- Jake

Sale Order Scenario - Report in PS Budget /Actual/Variance

Dear Experts,
Please help me understand solve the scenario given below
Step 1
Work order issued to a contractor ( contract includes Service and Material from the contractor) - Service being the labour part
and Material being the cement
But cement is supplied by the client as a sale of cement at a basic price agreed between the two parties.
Eg:
There are 2 WBS
WBS 1 - has a PR released converted to PO with value 100 ( inclusive service + material)
Material procured through me51n , Me21n - GR done and stock has come to GNST ( 40 rs)
material converted to sale order stock mb1b - 412 E after creating sale order with reference to WBS 2
WBS 2 - reports cost incurred for procurement ie; 40rs
Actual booked against WBS1 based on GR 100
Once the billing is done for rs 20 ( basic price) report in budget actual variance shows as below
                Budget    Actual    Variance
WBS 1      200          100          100
WBS 2                       40           -40
Report should show 120 as the project cost rather than 140 - since 20 is lost against selling at lower cost.
How to get the cost to 120 which is the actual cost for the work

Dear Experts,
Please help me understand solve the scenario given below
Step 1
Work order issued to a contractor ( contract includes Service and Material from the contractor) - Service being the labour part
and Material being the cement
But cement is supplied by the client as a sale of cement at a basic price agreed between the two parties.
Eg:
There are 2 WBS
WBS 1 - has a PR released converted to PO with value 100 ( inclusive service + material)
Material procured through me51n , Me21n - GR done and stock has come to GNST ( 40 rs)
material converted to sale order stock mb1b - 412 E after creating sale order with reference to WBS 2
WBS 2 - reports cost incurred for procurement ie; 40rs
Actual booked against WBS1 based on GR 100
Once the billing is done for rs 20 ( basic price) report in budget actual variance shows as below
                Budget    Actual    Variance
WBS 1      200          100          100
WBS 2                       40           -40
Report should show 120 as the project cost rather than 140 - since 20 is lost against selling at lower cost.
How to get the cost to 120 which is the actual cost for the work

Budget to Actual Variance Formula in Scenario Dimension help

I am trying to calculate the Budget to Actual variance by using a member formula in the Scenario dimension.
The formula I'm using is: @VAR("Final"->"Actual" -> &CurrentYear,"Budget");
This formula yields a value that equals the budgeted amount.
The Variance % formula I'm using is: @VARPER("Final"->"Actual" -> &CurrentYear,"Budget")/100;
This % formula equals 100% for most accounts, but is 200% or 300% for other accounts
What am I missing? Many thanks in advance

Jake,
I'm a newbie, so I'm not sure what you mean by cross-dim. I didn't write the formula but it's up to me to figure this out. Yes, I do want to compare budget data to same year actual data.
It is dynamic. A sample retrieve for -200% would be Total Operating Revenues:
Actual = 2,404,789
Budget = 2,117,250
Variance $ = (2,117,250)
Variance % = -200%
A really crazy one is Benefits Rollup:
Actual = 66,353
Budget = 73,817
Variance $ = 73,817
Variance % = 500%
I appreciate your help very much.
Max

Calculate the variance between quarters and store it in a scenario

Hi,
Can anyone suggets how I can write a rule to calculate the variances between quarters, Qtr1 vs Qtr2, Qtr2 vs Qtr3 etc, and store them in a scenario so that I dont calculatethem on a report ?
Thanks,
IK

Hi. Why don't you want to do this on the report - it's much easier and you can get favorable/unfavorable comparisons? But, if you want to do the rule, here's the approach.
Create the scenario with QTD as the frequency so you don't have monthly periods
Limit the rule to run just for the scenario and don't run any other rules for the scenario
Use a select case to determine which period (Q1, etc.) is being calc'd to populate variables that contain the source period and year (for going back a year to Q4).
Write the rule to compare data from current quarter in the real scenario to the prior quarter in the real scenario. Something like HS.Exp "A#ALL = A#ALL.S#Actual.P#Jun.W#QTD - A#ALL.S#Actual.P#Mar.W#QTD. But, you may want to adjust this to calculate a favorable/unfavorable variance on the revenue/expense accounts, so you'd need to loop through the accounts and look at the account type.
You'd want to rerun the rule at all value members for both base entities and parent entities. May need to clear all existing data (HS.Clear "A#ALL") in the scenario/year/period/entity/value first.
Do a consolidate all on the scenario to pull the data across and do the math
Have fun, but you really should still with doing the comparison in the reports.
Eric

SSRS Matrix report. Variance expression by Month. Need to compare month from prior year to current month of current year VS2010

Please help. I have a matrix report. In the report I have row group PO Type. One the Column groups I have a parent group by Fiscal Year, and then a child group by Month. When I run the report, I get two years of data back broken
out by month. Please see below.
Now here is where I am getting stuck. I need to take the variance between the current month of the current year, from the same month of the prior year. So I need to show the difference between Oct , 2014 from Oct, 2013. November, 2014 from November
2013... etc. etc.
In the example below, how do I create a column or row showing the variance for Contracts for October 2014. I need to take the contracts for October 2014 which is 3 and subtract that from October 2013 which is 8. Any suggestions? How do I do that
for each month? Then I need to do it for the quarter... then the year? But I'll be happy if I can just get the month working first.
Any help will be appreciated.
here is what my rdl file looks like.
Here is what my report looks like when I render it.

Hi Adrian_s2012,
According to your description, you want to compare values for the month of current year with the month of prior year and get the variance. Right?
In Reporting Services, we don't have any function to get this "Year to Year" Growth. In this scenario, if you data source is a cube, we suggest you use Analysis Services to achieve your requirement. If this data source is just from database, it will be hardly
to calculate the variance because we need to compare the values within every two different column group and matrix generate adjacent columns one by one. Even we make it by using custom, every time executing the long code when generating result
in a cell will reduce a lot of performance, we really don't suggest to do that in SSRS. Here is a thread with much easier requirement, please take a reference of that:
http://social.msdn.microsoft.com/Forums/office/en-US/842e2dcb-d949-4297-9d91-eac989692cb5/difference-between-the-grouped-column?forum=sqlreportingservices
If you have any question, please feel free to ask.
Best Regards,
Simon Hou

Variance Scenario

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