Run a Variance report

To run a Variance report, follow the instructions below. If no reports can be run with the selected configuration, the list of reports will be grayed out. For a detailed example, see Example – A Variance report.

1. Open the Result Sets Explorer. Click on "+" next to the Result Set you want to report on, and the list of Runs will be displayed. Double-click on a Run.
2. Select the Palantir Reporting option in the Output pane. The Palantir Reporting screen will be opened (for more information, see The Palantir Reporting screen).
3. Select the templates in the Selected Report Templates section. Reports will be run for all templates listed here.
4. Choose whether reports should be run for all selected Runs combined (the Generate Sensitivity Run Report option), or for each selected Run separately (the Generate Reports for Multiple Runs option).

Note: To use the Generate Sensitivity Run Report option, you need to create a report template with links to multiple Runs (see Add a variable).

5. Select a Result Set in the Select Comparison Result Set field.

6. Select which Runs should be included in the Selected Reporting Runs table. By default, all Runs are selected for reporting; to remove a Run from reports, select <None> in the Primary Runs column.

   Select which Run in the comparison Set will be compared to each Run in the base Set.

7. Select the nodes you want to include into the report in the tree view. If you right-click on a node, you will find more selection options in the context menu.

   You can sort the hierarchy by selecting an option from the Select Report View list. Nodes can be sorted by any project property (country, analyst, region, etc.). If you plan to use this function, make sure that all project properties are specified; otherwise, the projects will appear under the <None> node. You can manage hierarchy views by selecting the <Manage Views> option (see Manage report views).

8. As nodes are being selected, new items will appear on the List of reports being generated. If a report can be run, its status will be set to Valid.

   If this list contains question marks instead of report names, it means that all report names are the same. Switch to the Path Settings tab and check boxes in the File naming options section to diversify report names (see The Path Settings tab).

9. Select the node type for which reports will be run by choosing one of the options in the Select Result Type field.

   If you choose Selected consolidation nodes, then data from consolidation nodes selected in the tree view will be aggregated in a single report for this node.

   If you choose Selected project nodes, then an individual report will be run for each project node selected in the tree view.

   And if you choose Selected consolidation and project nodes, then you will get both consolidated reports for consolidation nodes and individual reports for each project node.

10. If you are reporting on consolidation nodes, you need to select a Calculation Parameters document. This is important when different Calculation Parameters are linked at different levels of the hierarchy.
11. Switch to the Report Options tab to select additional options such as currency or periodicity (see The Report Options tab).
12. Switch to the Path Settings tab to specify where reports will be stored and how they will be named (see The Path Settings tab).
13. Click on the Run button to run the reports.
14. As reporting progresses, the status of reports will be changed to Completed.
15. To open a completed report, click on its name on the list. Use the Open Reports and Close Reports buttons to open and close all reports simultaneously. The Goto Files option allows you to navigate to the report location in the Windows Explorer and open reports as ordinary Excel files.