YTD Calculations In Planning Analytics

For instance, you might use an Quantity measure. Bear in mind, you’ll be able to create a YTD model of any kind of measure that aggregates in totals, like Depend or Hours. Measures that calculate utilizing division, like a proportion, is not going to calculate accurately utilizing this technique. For a YTD proportion, the parts (numerator and denominator) will want calculated as YTD measures. Then the YTD Share measure may be calculated from these parts.

In our instance, we use YTD Quantity. Beneath, you’ll be able to see the created YTD measure; however be aware that it doesn’t but have any values.

The attribute referencing the earlier interval will likely be used for the rule, whereas the attribute referencing the subsequent interval will likely be used for the feeder. The primary interval in a 12 months is not going to have a previousperiodYTD worth, as that’s the place we wish the YTD calculation to start out, and never pull ahead the worth from the final interval of the prior 12 months.

The YTD measure for a interval might want to reference the YTD measure from the earlier interval, and the common measure for a similar interval.

[‘YTD Amount’] = N: [‘Amount’] + DB(‘Instance’,!Expense Accounts,ATTRS(‘Time’, !Time, ‘previousperiodYTD’),!Model,’YTD Quantity’);

The Time dimension within the rule above references the earlier interval attribute to seize the earlier interval’s YTD worth to construct onto.

Beneath you’ll be able to see the YTD quantity for 2021/Feb is a complete of $10, coming from the $5 in 2021/Feb of the Quantity measure and the $5 in 2021/Jan of the YTD Quantity measure.

The values referenced within the rule have to feed the rule goal.
In different phrases, the 2 values highlighted in yellow above have to feed the worth highlighted in inexperienced.

[‘Amount’] => [‘YTD Amount’];
[‘YTD Amount’] => DB(‘Instance’,!Expense Accounts,ATTRS(‘Time’, !Time, ‘nextperiodYTD’),!Model,’YTD Quantity’);

The Time dimension within the feeder for the YTD Quantity ought to reference the attribute for the subsequent interval. However we aren’t fairly completed but. For the reason that worth is YTD, the 2021 consolidation needs to be set to December’s worth, not the aggregation of your entire 12 months.

The Time dimension within the consolidation rule ought to reference the final interval of the 12 months. On this instance, we extract the 12 months from the interval and concatenate 12 onto it. An alternate technique could be to have an attribute on the Time dimension that signifies the final interval for every year within the dimension and reference that attribute.

[‘YTD Amount’] = C:
IF(ELLEV(‘Time’, !Time) = 1,
DB(‘Instance’,!Expense Accounts,SUBST(!Time, 1, 4) | ’12’,!Model,’YTD Quantity’),
STET);