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 / Plan

Formula:

IS_PAST() ? {act} : {plan}

Actual value for periods that are past and Plan value for the periods in the future.

Act LY

Formula:

LAST({act})

Actual value for a metric in the same period Last Year.

Plan LY

Formula:

LAST({plan})

Plan value for a metric in the same period Last Year.

Act LLY

Formula:

LAST(LAST({act}))

Actual value for a metric in the same period Last Last Year, i.e. 2 years ago.

Plan LLY

Formula:

LAST(LAST({plan}))

Plan value for a metric in the same period Last Last Year, i.e. 2 years ago.

% var Act vs. Plan

Formula:

{act} / {plan} - 1

Percentage variance between the Actual value and the Plan value

% var Act vs. Act LY

Formula:

{act} / LAST({act}) - 1

Percentage variance between the Actual value and the Actual value from Last Year

% var Plan vs. Act LY

Formula:

{plan} / LAST({act}) - 1

Percentage variance between the Plan value and the Actual value from Last Year.

Act Build

Formula:

{act} / PREVIOUS({act})

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.

Plan Build

Formula:

{plan} / PREVIOUS({plan})

Plan Build shows how the Plan value has changed from the previous period.

Act LY Build

Formula:

LAST({act}) / PREVIOUS(LAST({act}))

Act LLY Build

Formula:

LAST(LAST({act})) / PREVIOUS(LAST(LAST({act})))

% of TTL Act

Formula:

{act} / PARENT({act})

Actual value as a percentage of its parent. Example can be the percentage Footwear department makes as a percentage of the Womens division.

% of TTL Plan

Formula:

{plan} / PARENT({plan})

Plan value as a percentage of its parent.

% of TTL Act LY

Formula:

LAST({act}) / PARENT(LAST({act}))

Actual value as a percentage of its parent from Last Year.

% of TTL Act LLY

Formula:

LAST(LAST({act})) / PARENT(LAST(LAST({act})))

% of Time TTL Act

Formula:

{act} / TIME_TOTAL({act})

Actual value as a percentage of the total value for a specific time period. Example use case is looking at what percentage a time period makes for the entire year.

% of Time TTL Plan

Formula:

{plan} / TIME_TOTAL({plan})

Plan value as a percentage of the total value for a specific time period.

% of Time TTL Act LY

Formula:

LAST({act}) / TIME_TOTAL(LAST({act}))

Actualized value as a percentage of the full year from Last Year.

% of Time TTL Act LLY

Formula:

LAST(LAST({act})) / TIME_TOTAL(LAST(LAST({act})))

Actualized value as a percentage of the full year from 2 years ago.

% of Grand TTL Act

Formula:

{act} / ROOT({act})

Actual value as a percentage of the business. Example can be the percentage Footwear department makes as a percentage of the overall business.

% of Grand TTL Plan

Formula:

{plan} / ROOT({plan})

Plan value as a percentage of the business.

% of Grand TTL Act LY

Formula:

LAST({act}) / ROOT(LAST({act}))

Actual value as a percentage of the business from Last Year.

% of Grand TTL Act LLY

Formula:

LAST(LAST({act})) / ROOT(Last(LAST({act})))

Actual value as a percentage of the business from Last Last Year, i.e. 2 years ago.

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