Disaggregated Analytics Margin Location Fluctuation Scanner

Calculate signed percent changes for supplied disaggregated metrics, flag rows at an absolute threshold, and report the largest change.

Description

Disaggregated analytics can reveal movements obscured by totals.

Disaggregated analytics can reveal movements obscured by totals. A signed baseline controls the direction of percent change.^[1]

The returned values include Change percentages, Flagged metric indices, Maximum absolute change. The How section below explains the calculation, input rules and interpretation.

When to use Disaggregated Analytics Margin Location Fluctuation Scanner

Use Disaggregated Analytics Margin Location Fluctuation Scanner when you need to evaluate the supplied records under the calculation and evidence rules below. No metric extraction, cause identification or automatic misstatement conclusion occurs.

Prepare source-backed observations and the applicable engagement policy before entering facts. Use consistent monetary units and periods. Supply all boolean evidence flags explicitly, and treat a successful screen as a reason to continue professional review.

How to use Disaggregated Analytics Margin Location Fluctuation Scanner and understand its results

Prepare source-backed observations and the applicable engagement policy before entering facts. Use consistent monetary units and periods. Supply all boolean evidence flags explicitly, and treat a successful screen as a reason to continue professional review.
Enter absoluteThresholdPercent, metrics using the field table and calculation rules, then run the tool.
Read changePercents, flaggedIndices, maximumAbsoluteChangePercent. The explanation below defines the units, signs, ordering and any flags or placeholder values.
If the tool reports an input issue, correct the values and run it again. Apply the stated assumptions when interpreting a successfully returned result.

Input field	Meaning	Value type; see rules below	Requirement
absoluteThresholdPercent	Absolute percent-change review threshold.	number; minimum: 0	Required
metrics	Rows ordered as nonzero baseline value and current value.	list of list of number	Required

Require nonnegative finite threshold and possibly empty rows [finite nonzero signed baseline,finite current]. Return finite signed percentages normalized at zero, original indexes where abs(change)≥threshold and maximum absolute percentage, zero when empty.

changePercent=100×(current−baseline)/baseline

Units, indexing, boundary conditions and exceptional cases are defined in the calculation rules above.

Output field	Meaning	Value type
changePercents	Change percentages	list of number
flaggedIndices	Flagged metric indices	list of number
maximumAbsoluteChangePercent	Maximum absolute change (percent)	number; minimum: 0

json

{
  "input": {
    "absoluteThresholdPercent": 10,
    "metrics": [
      [
        100,
        125
      ],
      [
        200,
        190
      ],
      [
        50,
        40
      ]
    ]
  },
  "output": {
    "changePercents": [
      25,
      -5,
      -20
    ],
    "flaggedIndices": [
      0,
      2
    ],
    "maximumAbsoluteChangePercent": 25
  }
}

Limitations and assumptions

No metric extraction, cause identification or automatic misstatement conclusion occurs.

Numeric inputs, where present, must be finite. Follow the calculation-specific rules for overflow, underflow and exceptional cases. Core numeric and string lists are limited to 100,000 entries; text entries are subject to the general large-text limit. Follow any smaller calculation limits above. Matrices are limited to 128 rows and 128 entries per row. Missing fields without a declared default, extra fields, wrong value types and violations of the calculation rules are input errors.

Alternative or Complementary methods

Use Preliminary Analytics Percent Change Flagger: Preliminary analytics quantify change against the prior value. A negative prior baseline changes the sign convention. For a complementary task, use Ratio Analysis Common-Size Fluctuation Prompt List: Common-size analysis compares each line's share of its period total. Changes are percentage points rather than percentage growth.

References

Disaggregated Analytics Margin Location Fluctuation Scanner — tool.io

Similar or alternative tools

Preliminary Analytics Percent Change Flagger
Preliminary analytics quantify change against the prior value. A negative prior baseline changes the sign convention.
Ratio Analysis Common-Size Fluctuation Prompt List
Common-size analysis compares each line's share of its period total. Changes are percentage points rather than percentage growth.