The Return on Investment formulas, for the applicable preloaded components, are predefined. See Business Performance Director calculation reference for the relevant information.
A number of ROI columns will be displayed in the online report. The number depends on the time difference between the Base year and Actual year. For example, if the Base year is 1998 and your Actual year is 2002, you will receive columns for four years (1999, 2000, 2001 and 2002) as well as the ROI accumulated column.
If you want to change a formula or add a formula for a new component, do as follows:
- Access the Edit component properties window for the applicable component.
- Click the Edit button for the ROI calculation formula.
- You access the Edit formula window for the selected component. Define the following:
- Variables type
- Select from the following on which to base the formula:
- Other components (KPI’s) that are defined in the Business Performance Director
- Constants (entered on the main window’s input area. E.g., Cost of funds % and Net margin base %)
- Time parameter
- If you chose to use other components in your formulas, then you also have to select the time parameter. Depending on the “Other components/Time parameter” combination, the segment added to your formulas will look different. You can choose from the following:
- Current period interval = Depending on the ROI columns that are about to be created, data will be retrieved for the From/To period interval and the year that applies to the column.
- Base period interval = Data will be retrieved for the selected Base year and Period interval.
- Base whole year = Data will be retrieved for the whole Base year, regardless of the selected period interval.
- Show formula
- Choose how you want the formula to be displayed in the lower portion of the window. Select from Edited or Unedited format.
Related topics
- About the Business Performance Director in DC1 Analyser
- Maintain component groups in Business Performance Director
- Maintain components (KPI’s) in Business Performance Director
- Maintain formulas for actual/base values in Business Performance Director
- Maintain the industry standard, company target and actual/base values in Business Performance Director
- Retrieve data from BIW in Business Performance Director
- Connect and view documents in Business Performance Director
- Run a calculation and analyse the data in Business Performance Director
- Scenario using Business Performance Director