Generating the Stage Balancing Report

After calculating your model, use the Stage Balancing Report to validate the results by balancing assigned and input values to account for any unassigned costs. Separate reports must be generated for cost and revenue data.


In order to generate the Stage Balancing report, the database must be deployed, data should be loaded, and then the database must be calculated.

The outline structure provides the following information for each stage:

Depending on the contents of your model, some or all of these types of data are available in each model stage:

Table 7. Sources of Data for Stage Balancing Reports

Measure or FormulaEssbase Measure NameSource of Data
Direct Input (User-entered cost and revenue)
  • CostInput

  • RevenueInput

Assg Input (Assigned Input)
  • CostReceivedPriorStage

  • RevenueReceivedPriorStage

Total Input=Direct Input + Assigned InputCalculated
Cost AssignedCostAssignedPostStage


Numbers representing each stageCostReceivedPriorStage or CostAssignedPostStage

These numbers represent cost that is assigned from previous stages to the selected one. The calculated numbers can be compared to numbers in “Assg Input” to check for inconsistencies in Essbase.

Total OutSUM for all stages in current rowCalculated
  • IdleCost

  • IdleRevenue

Over Driven
  • OverDrivenCost

  • OverDrivenRevenue

Unassigned (in Essbase)
  • UnassignedCost

  • UnassignedRevenue

Unassigned (in Essbase)= “Total IN” - “Total OUT” - “Idle”Calculated

The calculated values can be compared against data from Essbase.

To print the report, select File, and then Print from your browser menu.

  To generate stage balancing reports:

  1. Before generating the report, ensure these applications and services are running:

    • Provider Services

    • Shared Services

    • Essbase


    In order to generate the Stage Balancing report, the database must be deployed, data should be loaded, and then the database must be calculated.

  2. Optional: If you want to display the Stage Balancing Report using the calculation database, run a default Calc All on the Calculation (BSO) database before generating the report.

  3. From Task Areas, select Validate, then Stage Balancing.

    The Stage Balancing screen is displayed.

  4. Select the POV for the model, and then click the Go button Go Button.

  5. From Layer, select the cost or revenue layer for the selected model.

  6. From Source database, select the type of report to be generated:

    • Reporting (ASO database results) — Recommended

    • Calculation (BSO database results) — Before using the Calculation database (BSO) to generate the Stage Balancing Report, all calculations and default calculations must be executed and complete.

  7. Click Run.

    The report is generated.

    The Stage Balancing screen is used to select and generate stage values for Direct Input, Assigned Input, business dimensions, Total Output, and Idle, Overdriven and Unassigned, if available.
  8. Review the report, using one or more of these validations to verify the results:

    • Total Input – Total Output — Idle = Unassigned Values

    • Sum of all allocations to the stage = Assigned Input

    • Sum of unassigned values + Idle = Direct Input