Set version

The Set Version feature can be used to compare two or more measures in the report and calculate absolute and percentage variances automatically. One-click variance analysis of measures such as current year, plan, forecasts, or budgets using IBCS templates can also be achieved.

Click Set version in the Insert tab of the toolbar. The current AC, PY, PL, and FC mapping is shown along with other measures created in the visual - such as simulations and budgets.

Set version

AC, PY, PL, and FC are IBCS terminologies for the business scenarios Actuals, Prior year, Plan, and Forecast, respectively. According to IBCS, scenarios with different meanings should be presented differently, and they recommend the solid, outlined, hatched notation​ where AC is in black, PY is in grey, PL is outlined, and FC is hatched.

1. Prerequisite

A minimum of two series is required to enable Set Version.

2. Search for a series

If there are a large number of series in the report, use the Search box to find a specific series as highlighted below.

Search for a measure

3. Map measures

The default mapping can be modified by

  • Unchecking the measures to be removed from the measures field or from the 'Series' section

  • Dragging and dropping the series in the corresponding measure field

Mapping measures

The measure mapping is modified as shown below. Click Update.

Updated measure mapping

4. Displaying variance fields

Based on the configurations in the Set Version window, Premium table will calculate the absolute and relative variance between the AC/PY/PL/FC measures. You can view the variance fields from the Manage Columns interface. Select the variance fields that are required for your report.

Variance fields generated based on Set Version config

Variance fields are displayed in the report.

Variance fields displayed in the report

Another way to access the Set Version dialog box is by using Manage Columns. Click Manage columns and then the settings icon.

Select the Versions tab as shown in the image. You can assign measures and configure variances as we saw in earlier sections.

Accessing Set version from the Manage Columns window

In the next section, we'll look at paginated reports.

PreviousBudgeting & allocationsNext7. Paginated reporting

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