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.
Note: | In order to generate the Stage Balancing report, the database must be deployed, data should be loaded, and then the database must be calculated. |
Oracle recommends that you use the Reporting Database (ASO). to generate the Stage Balancing Report. The Calculation Database (BSO) can be used, but all calculations and default calculations must be executed before it can be used.
The outline structure provides the following information for each stage:
Total inputs (direct and assigned) to the stage through data load or data entry
Total inputs received from prior stages
Amount output to each downstream stage
Total output to downstream stages
Total unassigned cost or revenue
Total idle cost or revenue
Over Driven costs or revenues
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 Formula | Essbase Measure Name | Source of Data |
|---|---|---|
| Direct Input (User-entered cost and revenue) |
| Essbase |
| Assg Input (Assigned Input) |
| Essbase |
| Total Input | =Direct Input + Assigned Input | Calculated |
| Cost Assigned | CostAssignedPostStage NetCostForAssignment | Essbase |
| Numbers representing each stage | CostReceivedPriorStage 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. | Essbase |
| Total Out | SUM for all stages in current row | Calculated |
| Idle |
| Essbase |
| Over Driven |
| Essbase |
| Unassigned (in Essbase) |
| Essbase |
| 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:
Before generating the report, ensure these applications and services are running:
Provider Services
Shared Services
Essbase
Note:
In order to generate the Stage Balancing report, the database must be deployed, data should be loaded, and then the database must be calculated.
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.
From Task Areas, select Validate, then Stage Balancing.
The Stage Balancing screen is displayed.
Select the POV for the model, and then click the Go button
.From Layer, select the cost or revenue layer for the selected model.
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.
The report is generated.
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