Preliminary Analytics Percent Change Flagger

Calculate signed preliminary-analytics change and flag it when the absolute percent change reaches a caller-supplied threshold.

Description

Preliminary analytics quantify change against the prior value.

Preliminary analytics quantify change against the prior value. A negative prior baseline changes the sign convention.1

The returned values include Current minus previous, Signed change percent, Threshold reached. The How section below explains the calculation, input rules and interpretation.

When to use Preliminary Analytics Percent Change Flagger

Use Preliminary Analytics Percent Change Flagger when you need to evaluate the supplied records under the calculation and evidence rules below. No absolute-baseline adjustment, causal explanation or misstatement inference 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 Preliminary Analytics Percent Change Flagger and understand its results

  1. 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.
  2. Enter absoluteThresholdPercent, currentValue, previousValue using the field table and calculation rules, then run the tool.
  3. Read change, changePercent, flagged. The explanation below defines the units, signs, ordering and any flags or placeholder values.
  4. 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 fieldMeaningValue type; see rules belowRequirement
absoluteThresholdPercentAbsolute percent-change threshold used for review.number; minimum: 0Required
currentValueCurrent-period finite metric value.numberRequired
previousValuePrior-period finite nonzero metric value.numberRequired

Require finite signed current/previous, previous nonzero and finite nonnegative threshold. Return finite signed change/percent, normalize zero and flag abs(percent)≥threshold.

change=current−previous; percent=100×change/previous

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

Output fieldMeaningValue type
changeCurrent minus previousnumber
changePercentSigned change percent (percent)number
flaggedThreshold reachedboolean
json
{
  "input": {
    "absoluteThresholdPercent": 10,
    "currentValue": 1200000,
    "previousValue": 1000000
  },
  "output": {
    "change": 200000,
    "changePercent": 20,
    "flagged": true
  }
}

Limitations and assumptions

No absolute-baseline adjustment, causal explanation or misstatement inference occurs.

Numeric inputs, where present, must be finite. Follow the calculation-specific rules for overflow, underflow and exceptional cases. Missing fields without a declared default, extra fields, wrong value types and violations of the calculation rules are input errors. A successfully returned false flag is an evaluated outcome; its meaning is explained above.

Alternative or Complementary methods

Use Review Engagement Analytical Inquiry Standard Procedures Lookup: Review-engagement analytics compare observed results with explicit expectations and tolerances. An exception prompts inquiry rather than an automatic adjustment. 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

  1. Preliminary Analytics Percent Change Flagger — tool.io

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