Configuring Planned vs. Actual
Parameters 
Use
Use this screen to configure the parameters specific to the Planned vs. Actual template. See Planned vs. Actual (OLAP) for the description, business question, and workflow for using this template.
Procedure
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1. Indicate how planned and actual values are defined in your data service.
You can compare planned vs. actual values whether or not you have measures designated as Planned and Actual in your data service. To indicate how these values are defined, use the Calculate Planned versus Actual defined by drop-down list to select one of the following values:
Calculate Planned Versus Actual Defined By Values
Value |
Usage |
Measures |
Use this value if you actually have measures defined as Planned and Actual in your data service. The measures might have names such as the below: · Planned; Actual · Plan Profit; Actual Profit · Plan Sales; Actual Sales · Quantity Ordered; Quantity Shipped
|
Planned vs. Actual Indicators |
Use this value if you have members (not measures) that indicate planned and actual values. This type of configuration is typically found in data services based on the Business Information Warehouse (BW). |
2. Assign the planned and actual measures:
¡ Based on measures:
Assign the planned and actual measures and the level that contains the members you want to see in the query’s result by using the parameters described in the table below:
Measures Parameters
Parameter |
Values |
Action |
Dimension |
Lists all dimensions in the cube on which the query is based (see Selecting a Cube). |
Select the dimension that contains the hierarchy to display in the Hierarchy field. |
Hierarchy |
Lists all hierarchies in the currently selected dimension. |
Select the hierarchy that contains the level to display in the Level field. |
Level |
Lists all levels in the currently selected hierarchy. |
Select the level that contains the members for which to evaluate planned vs. actual results. These are the members that will appear on the rows in the result. |
Plan measure |
Lists all measures in the cube on which the query is based. |
Select the planned measure. |
Actual measure |
Lists all measures in the cube on which the query is based. |
Select the actual measure. |
¡ Based on planned vs. actual indicators:
Assign the members that indicate planned and actual values and the level that contains the members you want to see in the query’s result by using the parameters described in the table below:
Indicators Parameters
Parameter |
Values |
Action |
Dimension |
Lists all dimensions in the cube on which the query is based. |
Select the dimension that contains the hierarchy to display in the Hierarchy field. |
Hierarchy |
Lists all hierarchies in the currently selected dimension. |
Select the hierarchy that contains the level to display in the Level field. |
Level |
Lists all levels in the currently selected hierarchy. |
Select the level that contains the members for which to evaluate planned vs. actual results. These are the members that will appear on the rows in the result. |
Measure for comparison |
Lists all measures in the cube on which the query is based. |
Select the measure for which you want to compare planned vs. actual values. For example, Profit. |
Planned / Actual dimension |
Lists all dimensions in the cube on which the query is based. |
Select the dimension that contains the hierarchy to display in the Planned / Actual hierarchy field. |
Planned / Actual hierarchy |
Lists all hierarchies in the currently selected planned / actual dimension. |
Select the hierarchy that contains the level to display in the Planned / Actual level field. |
Planned / Actual level |
Lists all levels in the currently selected planned / actual hierarchy. |
Select the level that contains the members to display in the Planned indicator and Actual indicator fields. |
Planned indicator |
Lists all members in the currently selected planned / actual level. |
Select the member that indicates the planned value. |
Actual indicator |
Lists all members in the currently selected planned / actual level. |
Select the member that indicates the actual value. |
3. Optionally, indicate the plan version.
Plan version is typically only valid for BW data services.
To configure the plan version, place a checkmark in the box next to the Plan version section, and configure the values in that section according to the parameters described in the table below:
Plan Version Parameters
Parameter |
Values |
Action |
Version dimension |
Lists all dimensions in the cube on which the query is based. |
Select the dimension that contains the hierarchy to display in the Version hierarchy field. |
Version hierarchy |
Lists all hierarchies in the currently selected version dimension. |
Select the hierarchy that contains the level to display in the Version level field. |
Version level |
Lists all levels in the currently selected version hierarchy. |
Select the level that contains the members to display in the Version field. |
Version |
Lists all members in the currently selected version level. |
Select the member that indicates plan version. For example, this might be a numeric value such as “001” or “003.” |
4. Click Next.
Result
You proceed to the Define Filters screen.
Example
You want to use planned and actual indicators to compare values in your accounts. To create this query, you might configure the values on this screen in the following manner:
This example assumes you have similar types of metadata available in your data service.
Calculate Planned versus Actual defined by = Measures
Dimension = Product
Hierarchy = Product
Level = Product Name
Plan measure = Units Ordered
Actual measure = Units Shipped
Plan version = unchecked (leave section blank)
The result of this query might be a table such as the following:
Planned vs. Actual Query Result
Product |
Plan |
Actual |
Good Imported Beer |
275 |
275 |
Portsmouth Light Beer |
121 |
78 |
Walrus Light Beer |
211 |
188 |
Good Chardonnay Wine |
422 |
242 |
… |
… |
… |