Overview
Toolio supports hundreds of metrics & variants that should be helping you with your planning process. If you notice that there's a missing variant, please reach out to us, and we will be happy to add that.
Actual
Actual value for a metric for the given time period.
Plan
Plan value for a metric for the given time period. Note that there can be multiple plan values (e.g. Original Plan, Working Plan, Forecast) each of which can be defined as a separate scenario.
Act LY
Actual value for a metric in the same period Last Year.
Formula:
LAST({act})
Plan LY
Plan value for a metric in the same period Last Year.
Formula:
LAST({plan})
Act LLY
Actual value for a metric in the same period Last Last Year, i.e. 2 years ago.
Formula:
LAST(LAST({act}))
Plan LLY
Plan value for a metric in the same period Last Last Year, i.e. 2 years ago.
Formula:
LAST(LAST({plan}))
% var Act vs. Plan
Percentage variance between the Actual value and the Plan value
Formula:
{act} / {plan} - 1
% var Act vs. Act LY
Percentage variance between the Actual value and the Actual value from Last Year
Formula:
{act} / LAST({act}) - 1
% var Act vs. Act LLY
Percentage variance between the Actual value and the Actual value from Previous Year.
Formula:
{act} / LAST(LAST({act})) - 1
% var Plan vs. Act LY
Percentage variance between the Plan value and the Actual value from Last Year.
Formula:
{plan} / LAST({act}) - 1
% var Plan vs. Act LLY
Percentage variance between the Plan value and the Actual value from Previous Year.
Formula:
{plan} / LAST(LAST({act})) - 1
Var Act vs. Plan
Variance between the Actual value and the Plan value
Formula:
{act} - {plan}({act} - {plan}) * 10000 // If percentage
Var Act vs. Act LY
Variance between the Actual value and the Actual value from Last Year
Formula:
{act} - LAST({act})({act} - LAST({act})) * 10000 // If percentage
Var Act vs. Act LLY
Variance between the Actual value and the Actual value from Previous Year
Formula:
{act} - LAST(LAST({act}))({act} - LAST(LAST({act}))) * 10000 // If percentage
Var Plan vs. Act LY
Variance between the Plan value and the Actual value from Last Year.
Formula:
{plan} - LAST({act})({plan} - LAST({act})) * 10000 // If percentage
Var Plan vs. Act LLY
Variance between the Plan value and the Actual value from Previous Year.
Formula:
{plan} - LAST(LAST({act}))({plan} - LAST(LAST({act}))) * 10000 // If percentage
Act Build
Build is a measure of how a metric has changed period after period. A use case is to see how sales have been growing week over week, or month over month. Actual Build shows how the Actual value has grown from the perevious period.
Formula:
{act} / PREVIOUS({act})
Plan Build
Plan Build shows how the Plan value has changed from the previous period.
Formula:
{plan} / PREVIOUS({plan})
Act LY Build
Formula:
LAST({act}) / PREVIOUS(LAST({act}))
Act LLY Build
Formula:
LAST(LAST({act})) / PREVIOUS(LAST(LAST({act})))
% of TTL Act
Actual value as a percentage of its parent. Example can be the percentage Footwear department makes as a percentage of the Womens division.
Formula:
{act} / PARENT({act})
% of TTL Plan
Plan value as a percentage of its parent.
Formula:
{plan} / PARENT({plan})
% of TTL Act LY
Actual value as a percentage of its parent from Last Year.
Formula:
LAST({act}) / PARENT(LAST({act}))
% of TTL Act LLY
Formula:
LAST(LAST({act})) / PARENT(LAST(LAST({act})))
% of Grand TTL Act
Actual value as a percentage of the business. Example can be the percentage Footwear department makes as a percentage of the overall business.
Formula:
{act} / ROOT({act})
% of Grand TTL Plan
Plan value as a percentage of the business.
Formula:
{plan} / ROOT({plan})
% of Grand TTL Act LY
Actual value as a percentage of the business from Last Year.
Formula:
LAST({act}) / ROOT(LAST({act}))
% of Grand TTL Act LLY
Actual value as a percentage of the business from Last Last Year, i.e. 2 years ago.
Formula:
LAST(LAST({act})) / ROOT(Last(LAST({act})))
% of Time TTL (Act, Plan, Act LY, Plan LY...)
Actual value as a percentage of the parent time period. Parent time period will depend on the selected Time Groups. If you've selected, weeks, months and year, % of Time TTL for weeks will be a % of the month they're a part of, and % of Time TTL for months, will be a % of the year they're a part of.
Formula:
{act} / TIME_TOTAL({act})
% of Grand Time TTL (Act, Plan, Act LY, Plan LY...)
Actual value as a percentage of the entire time period selected. If you are looking at this variant for a week in a view looking at 2 year's data, this would be this week as a % of the 2 year's data.
Formula:
{act} / GRAND_TIME_TOTAL({act})