Focal Point

Definition of "Basis Value"

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http://forums.informationbuilders.com/eve/forums/a/tpc/f/1461084022/m/2717074595

http://forums.informationbuilders.com/eve/forums/a/tpc/f/1461084022/m/2717074595

December 16, 2010, 04:59 PM

Definition of "Basis Value"

What is "Basis Value", and what page in the documentation is it covered? 3 of us have looked and couldn't find it.Thank you.

WebFOCUS 7.6.11, Linux, HTML, PDF, AHTML, EXCEL

December 17, 2010, 08:43 AM

If you set a basis of 10 on a descending measure, and the target is 0, and your actual is 10, then you are at 0% achieved. If the basis were 20, you'd be at 50% achieved.

Not sure why this isn't in the doc but we'll correct that.

Also please see http://forums.informationbuild...=363101451#363101451

and

http://forums.informationbuild...=369104021#369104021

There is a search function on the Forum. That's how I found these.

thanks

Bob Jude Ferrante

Director of Business and Development

WebFOCUS Performance Management

Bob_Ferrante@ibi.com

917-339-5105

I'll take any questions about PMF - business or technical - anytime!

December 20, 2010, 05:55 PM

We still were a little unsure, so for clarification, are either of these interpretetations correct?

1. In the situation where a descending measure's target is zero, the basis value is used instead of the target value to avoid division by zero. In this case is the formula to calculate Percent of Target Reached (% Achieved): (Basis - Actual) / Basis? This would would work for the first 2 examples below.

Basis Actual Target % Achieved ----- ------ ------ ---------- 10 10 0 0% 10 20 0 50% 20 10 0 -50%

How would this work if the basis were 20 and the actual were 10? Using (Basis - Actual) / Basis, (10 - 20) / 20 = -0.5, which is -50%.

2. The other interpretation we came up with was:

(Actual - Basis) / (Basis - Target)

which would be used regardless of whether the target is 0 or not for a descending measure.

We also need to be able to explain all this to our end users who supply the info we use to create the measures.

Thank you.

WebFOCUS 7.6.11, Linux, HTML, PDF, AHTML, EXCEL

January 04, 2011, 09:44 AM

The formula for % Reached is ((BASIS- ACTUAL) / (BASIS - TARGET)) * 100.0. So expanding on your data:

Basis Actual Target % Reached ----- ------ ------ ---------- 10 20 0 -100% 10 15 0 -50% 10 10 0 0% 10 5 0 50% 10 0 0 100%

You can also use Basis when your Target is very small to avoid excessively large values of % Reached.

EricH

January 04, 2011, 11:38 AM

WebFOCUS 7.6.11, Linux, HTML, PDF, AHTML, EXCEL

April 05, 2012, 09:42 AM

I have been trying to figure out the best way to calculate % target reached for descending measures. I understand that using Basis value avoids the Dividing by 0 issue but what if the target equals the Basis value? Aren't we back to the dividing by 0 issue. Also, I have found that if your target and actual numbers are greater than the basis value the Basis value calculation gives incorrect results. If there were a way to ensure that there were never targets of 0, wouldn't it always be best to use the Target Value calculation for % target reached for descending measures?

Any thoughts?

April 05, 2012, 06:10 PM

PMF calculates Percent Reached for descending Meausres by dividing the Target into

the Actual value and multiplying the result by 100. If the descending Measure had a

Target of 0, this would have resulted in a Divide by Zero, which would have been

mathematically invalid. Special handling is therefore required for Measure Targets that

are set to zero.

In cases where you had a target of 1 or a fractional target, and an Actual that was many

multiples higher (e.g., a Target of .05 and an Actual of 25), you would see a seemingly

abnormally high Percent Reached (sometimes so high as to overflow and display *******

as the Percent Reached).

Basis controls where you would have zero Percent Reached. The basis is the point you

would exceed with your Descending Measure greater than which your Percent Reached

would start moving into the negative. Any Actuals that were greater would show a

negative Percent Reached; any that were less will show a positive Percent Reached.

Setting the Basis gives you control over how Percent Reached is calculated so you can

see more reasonable-looking Percents Reached.

How Descending Measure Basis Handling Works

The special handling lets you pick a defined numeric value as your zero crossing for

Percent Reached. The value can be sufficiently large that you would never exceed it, or

you can adjust it as needed until your numbers look reasonable.

If you set a Basis for a Descending Measure, the calculation for Percent Reached

subtracts the Actual from the Basis amount and the Target for the Basis amount, which

rebalances the Percent Reached to give you more control when Target numbers get very

small.

-----

What this means: If the target for your descending measure SUMS out to equal the basis exactly (and note that if your measure uses continuous rather than discrete values the odds of this are QUITE LOW), you would in concept hit a divide by zero but you never do, since we defend against divide by zero deterministically by setting set Pct Reached to 0 rather than having "undetermined value" for an answer (and/or having WebFOCUS throw an error halting processing).

Hope this helps.

Bob Jude Ferrante

Director of Business and Development

WebFOCUS Performance Management

Bob_Ferrante@ibi.com

917-339-5105

I'll take any questions about PMF - business or technical - anytime!

April 11, 2012, 04:52 PM

I have now moved on to our "Range" measures. I was trying to figure out the formula for %target reached. I thought I had it:

(Target-ABS(Actual-Target))/Target. This works most of the time but still not for everything. Do you know the formula?

Thanks,

April 11, 2012, 05:50 PM

Bob Jude Ferrante

Director of Business and Development

WebFOCUS Performance Management

Bob_Ferrante@ibi.com

917-339-5105

I'll take any questions about PMF - business or technical - anytime!

April 13, 2012, 12:22 PM

I guess I need to clarify that I am a Business Analyst, not a developer. I do not have the capability to look at system files or code. If there is a manual I could look there. Otherwise I need to try to get help from other people.

Thanks

April 13, 2012, 12:31 PM

Otherwise, I'll get back to you next week.

Bob Jude Ferrante

Director of Business and Development

WebFOCUS Performance Management

Bob_Ferrante@ibi.com

917-339-5105

I'll take any questions about PMF - business or technical - anytime!

April 17, 2012, 05:35 AM

April 17, 2012, 10:54 AM

100.0 - ABS(SUM OF(Target_Value) - SUM OF(Actual_Value))/SUM OF(Target_Value)

In the case of percents and rations you have to take the division into numerators and denominators into account

100.0 - ABS(SUM OF(Target_Numerator_Value)/SUM OF(Target_Denominator_Value)) - (SUM OF(Actual_Numerator_Value)/SUM OF(Actual_Denominator_Value))/(SUM OF(Target_Numerator_Value)/SUM OF(Target_Denominator_Value))

If Target ever SUMs to a zero amount we set it to 0.

This doesn't show all the breakpoints we calculate to draw the colours (we do those based on applying thresholds you set), but all use the same pattern.

Hope this helps. Note that it's pretty tedious to type this stuff into this primitive online editor so I hope I didn't make any typing errors. But this should give you an idea.

Bob Jude Ferrante

Director of Business and Development

WebFOCUS Performance Management

Bob_Ferrante@ibi.com

917-339-5105

I'll take any questions about PMF - business or technical - anytime!

April 17, 2012, 03:42 PM

Thank-you, I think.

This will be tough to test for percents and ratios. A little challenge to keep me busy.