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Introduction

The Variance Threshold parameter is used to store threshold values. Variance Threshold can be repersented represented in several formats, depending on the type of threshold values.This  This option is available for the following report templates:

CONTENT

Table of Contents


  • Financial Statement
  • Multi-Column
  • Waterfall
  • Multiple Scenario Analysis
  • Components
  • Ranking
  • Trends
  • Value Tree
  • Benchmark
  • Compare Trend
  • Homepage
    • Value Tree HomepageAs
    • Home Page
    • Free Format Template

    Variance Threshold Formats

    You can specify the threshold format in the following ways:

    1. In absolute values “-5;5”
    2. In percentage values “-9%;9%”
  • As combination of absolute and percentage values “-9%, -5;9%,5”
    1. To use both absolute and percentage variances (When doing so there is the option to use 'And' or 'Or')
    2. As a combination of absolute and percentage values with one of the values missing “-9%;9%,5” or “-9%,-5;9%” or “-5;9%,5”. If the value is missing then it is treated as 0
    The user can specify decimal
    1. Decimal values like “-9.9%, -5.5;9.9%,5.5”
  • If the absolute and percentage thresholds intervals do not intersect for the examined value then it is treated as neutral.
  • If the percentage examined variance is less than lower percentage threshold value or the absolute examined variance is less than lower absolute threshold value, then it is treated as negative. Otherwise the variance is treated as neutral. If the valuation of the item is Negative, then it will be treated as positive.
  • If the percentage examined variance is greater than upper percentage threshold value or the absolute examined variance is greater than upper absolute threshold value then it is treated as positive. Otherwise the variance is treated as neutral. If the valuation of the item is Negative, then it will be treated as negative.
  • If the examined variance doesn’t fulfill the above rules then it is treated as neutral
    • If the valuation of the item is Negative than the threshold is mirrored around zero. E.g. “-9%, -5;8%,6” turns “-8%, -6;9%,5”
    1. can be specified
    2. The valuation of the account is taken into consideration (Revenue is counted as positive and Costs as negative)

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    Suppress Variance Settings

    There are different options to suppress the variance:

    OptionResult


    NeverVariance is not suppressed
    AlwaysVariance is always suppressed

    Zero Base

    		Variance is suppressed when the base is zero
    No BaseVariance is suppressed when there is no base in it
    Zero RefVariance is suppressed when the reference is zero
    No RefVariance is suppressed when there is no reference in it
    ZerosVariance is suppressed when the result is zero

    Examples

    The examples below represent the same report with different threshold formats applied.

    Example 1: Variance Threshold in absolute values “-5;5”

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    Example 2: Variance Threshold in percentage values “-9%;9%”

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    Example 3: Variance Threshold as combination of absolute and percentage values with

    one of the values missing

    the OR function “-9%;9%,-5;5”

    When the variance calculation is outside the ranges of -9% - 9% or -5 -  5 it should be Negative or Positive otherwise it is Neutral.

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    Example 4: Variance Threshold as combination of absolute and percentage values with the AND function “-9%;9%,

    5”

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    CONTENT

    Table of Contents
     

    -5;5”

    When the variance calculation is outside the ranges of -9% - 9% and -5 -  5 it should be Negative or Positive otherwise it is Neutral.

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