Planned/Actual Comparison

In a planned/actual comparison you can check the plan realization and determine where exactly weak spots lie between planned and actual data. For this purpose, specify the plan realization in percent and give an operator.

The following formula is the basis of the plan realization calculation:

Actual Value / Planned Value * 100 = Plan Realization

When using a planned/actual comparison you can carry out a forecast, thereby checking the plan realization for a period of time in the future. The number of periods that are to be used for forecasting, are provided by you. The forecast uses historical data, that is, you can compare the planned numbers with the forecasted data, which is a result of past developments. This allows you to react quickly to undesirable situations in the future.

Note Note

Please note that in a forecast the number of periods that you use to specify the period to analyze is the number used for the forecast. If you have chosen two periods for the period to analyze then these two periods will form the basis for the forecast. In addition, you must also specify the number of forecasting periods ( No. of forecasting per. field). This is the number of periods upon which a forecast is made, based on the actual data. If you specify five here, for example, then this means that based on two periods in the past a forecast for five periods in the future can be created.

End of the note.

Examples: Planned/Actual Comparison

Procedure:

  1. Position the cursor on the key figure for which you want to create or change requirements for a planned/actual comparison and select Start of the navigation path Edit Next navigation step Define Requirement. End of the navigation path

    A dialog box appears.

  2. Select Planed/actual comparison and pressEnter .

    A dialog box appears.

  3. In the field Plan realization first specify the operator and then the deviation in percent. For a selection of operators use the possible entries key.

  4. In the Plan version field, specify the number of the plan version which is to be used for the planned/actual comparison.

  5. To check the plan realization for future periods, you can carry out a forecast and thereby compare planned figures with forecasted data. The forecasted data are determined based on actual data.

  6. If you want to check the plan realization in the future, specify the number of periods for which a forecast is to be carried out, based on actual data, in the field No. of forecast per. In this case, the actual data are read for the number of periods that were specified in the exception header ( No. of periods field) and based on these actual data a forecast will be made for the desired number of periods. The requirement is then checked for the specified number of forecasting periods, i.e., planned data will be compared to forecasting data.

    If you do not want to carry out a forecast, do not specify anything in the No. of forecast per. field.

  7. If you want to check the requirement for each individual period, select the field Individual period.

  8. If this field is not selected, the values for the number of periods that were specified in the exception header ( No. of periods field ) will be cumulated and checked against the requirement.

    With the forecast, the forecasted values for the number of forecasting periods will be cumulated and checked against the requirement.

  9. Press Enter.

    The plan realization is shown behind the key figure.

Caution Caution

Select Start of the navigation path Exception Next navigation step Save Next navigation step to save your entries End of the navigation path .

End of the caution.

Trend Analysis

Threshold Value Analysis

Determining Follow-Up Processing