How can I calculate % of Revenue dynamically for each P&L line item in an Anaplan reporting module?

SteveST

Hi everyone,

I'm building an Actual vs. Budget P&L reporting module in Anaplan using a Line Item Subset (LIS) to display the P&L items.

I would like to extend my report to include three additional columns under a "% of Revenue" section:

• Act % = Actual amount / Actual Revenue
• Bud % = Budget amount / Budget Revenue
• % Var = Act % − Bud %

For example, my report would look like this:

P&L Item	Act	Bud	Var $	Act %	Bud %	% Var
Revenue	500	1,000	-500	100%	100%	0%
Expense	200	100	100	40%	10%	30%

My question is: How can I calculate these percentages dynamically for each P&L line item when the report is driven by a Line Item Subset?

Specifically, how can I reference the Revenue line item as the denominator for every P&L item, while keeping Actual and Budget calculations separate?

Would you recommend using a separate calculation module to retrieve total Revenue, or is there a more efficient approach using the LIS and the existing reporting module?

I'd appreciate any suggestions on the appropriate module structure, formula logic, and Anaplan best practices.

Thank you!

sosunkwo

Hi @SteveST, I built a small scratch model to test the concept and I think I've been able to get the desired results. Below is what I did.

Model Structure

Source Module: FIN01 P&L

Dimensions:

• Versions: Actual, Budget
• Line Items: Revenue, Expenses

Line-Item Subset (LIS): Uses the FIN01 P&L module and has only the Revenue & Expenses line items are selected.

Reporting Module: REP01 Reporting

Dimensions

• Line Item Subset
• Line Items: Act, Bud, Var $, Act %, Bud %, % Var, and helper line items for revenue denominators.

The reporting module uses the LIS to display Revenue and Expense as rows.

Hope this helps. Let me know if this is what you're trying to achieve. As always, there are many ways to skin a cat in Anaplan. This is just one approach, so feel free to adapt or improve it as you see fit.