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Sunday, December 10, 2023

YTD Calculations In Preparation Analytics

Time required: 10 minutes.

  • Select the basic procedure for which to produce a YTD variation.

    For instance, you might utilize a Quantity procedure. Remember, you can produce a YTD variation of any kind of procedure that aggregates in overalls, like Count or Hours. Steps that compute utilizing department, like a portion, will not compute properly utilizing this technique. For a YTD portion, the elements (numerator and denominator) will require determined as YTD steps. Then the YTD Portion procedure can be determined from those elements.

    Planning Analytics TM1 Choose Measure

  • Include an easy YTD procedure to your steps measurement.

    In our example, we utilize YTD Quantity. Listed below, you can see the developed YTD procedure; however keep in mind that it does not yet have any worths.

    Planning Analytics TM1 Create YTD Measure

  • Include credit to the Time measurement to show the previous and next duration, for each duration you want to reference to compute YTD.

    The quality referencing the previous duration will be utilized for the guideline, while the quality referencing the next duration will be utilized for the feeder. The very first duration in a year will not have a previousperiodYTD worth, as that is where we desire the YTD computation to begin, and not pull forward the worth from the last duration of the previous year.

  • Produce the guideline for the YTD procedure.

    The YTD procedure for a duration will require to reference the YTD procedure from the previous duration, and the routine procedure for the exact same duration.

    [‘YTD Amount’] = N: [‘Amount’] + DB(‘ Example’,! Expenditure Accounts, ATTRS(‘ Time’,! Time, ‘previousperiodYTD’),! Variation,’ YTD Quantity’);

    The Time measurement in the guideline above referrals the previous duration credit to get the previous duration’s YTD worth to develop onto.

    Listed below you can see the YTD quantity for 2021/Feb is an overall of $10, originating from the $5 in 2021/Feb of the Quantity procedure and the $5 in 2021/Jan of the YTD Quantity procedure.

    Planning Analytics TM1 YTD Value Example

  • Produce the feeders for the YTD procedure.

    The worths referenced in the guideline requirement to feed the guideline target.
    Simply put, the 2 worths highlighted in yellow above requirement to feed the worth highlighted in green.

    [‘Amount’] => > [‘YTD Amount’];
    [‘YTD Amount’] => > DB(‘ Example’,! Expenditure Accounts, ATTRS(‘ Time’,! Time, ‘nextperiodYTD’),! Variation,’ YTD Quantity’);

    The Time measurement in the feeder for the YTD Quantity need to reference the quality for the next duration. However we aren’t rather completed yet. Because the worth is YTD, the 2021 debt consolidation ought to be set to December’s worth, not the aggregation of the whole year.

    Planning Analytics TM1 YTD Value with Incorrect Consolidation

  • Produce a guideline for the year debt consolidation.

    The Time measurement in the debt consolidation guideline need to reference the last duration of the year. In this example, we draw out the year from the duration and concatenate 12 onto it. An option technique would be to have a quality on the Time measurement that suggests the last duration for each year in the measurement and referral that associate.

    [‘YTD Amount’] = C:
    IF( ELLEV(‘ Time’,! Time) = 1,
    DB(‘ Example’,! Expenditure Accounts, SUBST(! Time, 1, 4)|’12’,! Variation,’ YTD Quantity’),

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