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YTD Calculations In Planning Analytics


Time wanted: 10 minutes.

  • Select the straightforward measure for which to create a YTD model.

    For instance, you may use an Quantity measure. Have in mind, you’ll be able to create a YTD model of any kind of measure that aggregates in totals, like Rely or Hours. Measures that calculate utilizing division, like a proportion, is not going to calculate appropriately utilizing this methodology. For a YTD proportion, the parts (numerator and denominator) will want calculated as YTD measures. Then the YTD Proportion measure will be calculated from these parts.

    Planning Analytics TM1 Choose Measure

  • Add a easy YTD measure to your measures dimension.

    In our instance, we use YTD Quantity. Beneath, you’ll be able to see the created YTD measure; however word that it doesn’t but have any values.

    Planning Analytics TM1 Create YTD Measure

  • Add attributes to the Time dimension to point the earlier and subsequent interval, for every interval you want to reference to calculate YTD.

    The attribute referencing the earlier interval can be used for the rule, whereas the attribute referencing the following interval can be used for the feeder. The primary interval in a 12 months is not going to have a previousperiodYTD worth, as that’s the place we wish the YTD calculation to begin, and never pull ahead the worth from the final interval of the prior 12 months.

  • Create the rule for the YTD measure.

    The YTD measure for a interval might want to reference the YTD measure from the earlier interval, and the common measure for a similar interval.

    [‘YTD Amount’] = N: [‘Amount’] + DB(‘Instance’,!Expense Accounts,ATTRS(‘Time’, !Time, ‘previousperiodYTD’),!Model,’YTD Quantity’);

    The Time dimension within the rule above references the earlier interval attribute to seize the earlier interval’s YTD worth to construct onto.

    Beneath you’ll be able to see the YTD quantity for 2021/Feb is a complete of $10, coming from the $5 in 2021/Feb of the Quantity measure and the $5 in 2021/Jan of the YTD Quantity measure.

    Planning Analytics TM1 YTD Value Example

  • Create the feeders for the YTD measure.

    The values referenced within the rule must feed the rule goal.
    In different phrases, the 2 values highlighted in yellow above must feed the worth highlighted in inexperienced.

    [‘Amount’] => [‘YTD Amount’];
    [‘YTD Amount’] => DB(‘Instance’,!Expense Accounts,ATTRS(‘Time’, !Time, ‘nextperiodYTD’),!Model,’YTD Quantity’);

    The Time dimension within the feeder for the YTD Quantity ought to reference the attribute for the following interval. However we aren’t fairly completed but. For the reason that worth is YTD, the 2021 consolidation needs to be set to December’s worth, not the aggregation of the complete 12 months.

    Planning Analytics TM1 YTD Value with Incorrect Consolidation

  • Create a rule for the 12 months consolidation.

    The Time dimension within the consolidation rule ought to reference the final interval of the 12 months. On this instance, we extract the 12 months from the interval and concatenate 12 onto it. Another methodology could be to have an attribute on the Time dimension that signifies the final interval for annually within the dimension and reference that attribute.

    [‘YTD Amount’] = C:
    IF(ELLEV(‘Time’, !Time) = 1,
    DB(‘Instance’,!Expense Accounts,SUBST(!Time, 1, 4) | ’12’,!Model,’YTD Quantity’),
    STET);

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