DAX definitions
Exact source expressions and direct measure dependencies for the selected page.
Adj Spend
CompPlanning · Additional Adjustment
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN IF(__Adj = "Include", CALCULATE(SUM(CompPlanning[adjustmentAmountUsd]), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India"))), 0)
Direct dependencies: None
At or Above 1.10 (Post-Cycle)
PlanBudget · Review Gate
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN IF(__Adj = "Include", CALCULATE(COUNTROWS(CompPlanning), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), FILTER(CompPlanning, NOT ISBLANK(CompPlanning[postCompaRatioWithAdj]) && CompPlanning[postCompaRatioWithAdj] >= 1.1)), CALCULATE(COUNTROWS(CompPlanning), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), FILTER(CompPlanning, NOT ISBLANK(CompPlanning[postCompaRatioNoAdj]) && CompPlanning[postCompaRatioNoAdj] >= 1.1)))
Direct dependencies: None
Below 0.90 (Post-Cycle)
PlanBudget · Review Gate
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN IF(__Adj = "Include", CALCULATE(COUNTROWS(CompPlanning), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), FILTER(CompPlanning, NOT ISBLANK(CompPlanning[postCompaRatioWithAdj]) && CompPlanning[postCompaRatioWithAdj] < 0.9)), CALCULATE(COUNTROWS(CompPlanning), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), FILTER(CompPlanning, NOT ISBLANK(CompPlanning[postCompaRatioNoAdj]) && CompPlanning[postCompaRatioNoAdj] < 0.9)))
Direct dependencies: None
Check: Arithmetic Reconciliation
PlanBudget · Review Gate
IF(ABS([Check: Dept Tie-Out (Headcount)]) <= [TieOut Tolerance] && ABS([Check: Dept Tie-Out (Total Spend)]) <= [TieOut Tolerance] && ABS([Check: FX Variance (Merit)]) <= [TieOut Tolerance], "Within tolerance", "Outside tolerance")
Direct dependencies: Check: Dept Tie-Out (Headcount), TieOut Tolerance, Check: Dept Tie-Out (Total Spend), Check: FX Variance (Merit)
Check: Dept Tie-Out (Headcount)
CompPlanning · Checks
SUMX(VALUES(CompPlanning[department]), [Headcount]) - [Headcount]
Direct dependencies: Headcount
Check: Dept Tie-Out (Total Spend)
CompPlanning · Checks
SUMX(VALUES(CompPlanning[department]), [Total Spend (All Types)]) - [Total Spend (All Types)]
Direct dependencies: Total Spend (All Types)
Check: FX Variance (Merit)
CompPlanning · Checks
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(SUMX(CompPlanning, CompPlanning[meritAmountLocal] * CompPlanning[fxRate]), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India"))) - [Merit Spend]
Direct dependencies: Merit Spend
Count Promoted
CompPlanning · Promotion
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(COUNTROWS(CompPlanning), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), KEEPFILTERS(CompPlanning[promotionFlag] = "Yes"))
Direct dependencies: None
Count Rated
CompPlanning · Headcount & Rating
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(COUNT(CompPlanning[ratingScore]), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")))
Direct dependencies: None
Coverage Text
PlanBudget · Report Views
IF(ISBLANK([Headcount]), BLANK(), FORMAT([Unrated Employees] + 0, "#,0") & " employees are unrated · " & FORMAT([Count Promoted] + 0, "#,0") & " promoted employees are excluded from compa-ratio views · arithmetic reconciliation: " & LOWER([Check: Arithmetic Reconciliation]))
Direct dependencies: Headcount, Unrated Employees, Count Promoted, Check: Arithmetic Reconciliation
Departments Outside Threshold
PlanBudget · Review Gate
COUNTROWS(FILTER(VALUES(CompPlanning[department]), ABS([Plan Variance %]) > [Variance Tolerance]))
Direct dependencies: Plan Variance %, Variance Tolerance
Differentiation Ratio (High vs Meets)
PlanBudget · Differentiation
DIVIDE([Merit Avg Increase (High Performers)], [Merit Avg Increase (Meets)])
Direct dependencies: Merit Avg Increase (High Performers), Merit Avg Increase (Meets)
Differentiation Verdict
PlanBudget · Differentiation
VAR __R = [Differentiation Ratio (High vs Meets)] VAR __Min = CALCULATE(MAX(Parameters[value]), ALL(Parameters), Parameters[name] = "DifferentiationMin") VAR __Strong = CALCULATE(MAX(Parameters[value]), ALL(Parameters), Parameters[name] = "DifferentiationStrong") RETURN IF(ISBLANK(__R), BLANK(), IF(__R < __Min, "Weak", IF(__R < __Strong, "Adequate", "Strong")))
Direct dependencies: Differentiation Ratio (High vs Meets)
Gross Over Plan
PlanBudget · Review Gate
SUMX(VALUES(CompPlanning[department]), MAX([Plan Variance (Total)], 0))
Direct dependencies: Plan Variance (Total)
Gross Text
PlanBudget · Report Views
"The small net difference hides offsetting departments: " & FORMAT([Gross Over Plan], "$#,0") & " over plan and " & FORMAT(-[Gross Under Plan], "$#,0") & " under. Review threshold ±" & FORMAT([Variance Tolerance], "0%") & " (assumed, policy unconfirmed)."
Direct dependencies: Gross Over Plan, Gross Under Plan, Variance Tolerance
Gross Under Plan
PlanBudget · Review Gate
SUMX(VALUES(CompPlanning[department]), MIN([Plan Variance (Total)], 0))
Direct dependencies: Plan Variance (Total)
Headcount
CompPlanning · Headcount & Rating
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(COUNTROWS(CompPlanning), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")))
Direct dependencies: None
Headline Text
PlanBudget · Report Views
IF(ISBLANK([Differentiation Ratio (High vs Meets)]), BLANK(), "Proposed spend " & FORMAT([Total Spend (All Types)] / 1000000, "$0.00") & "M vs " & FORMAT([Plan Budget (Total)] / 1000000, "$0.00") & "M plan (" & FORMAT([Plan Variance (Total)], "+$#,0;-$#,0") & ", " & FORMAT([Plan Variance %], "+0.0%;-0.0%") & "). Top performers’ merit rate (" & FORMAT([Merit Avg Increase (High Performers)], "0.0%") & ", ratings 4–5) is " & FORMAT([Differentiation Ratio (High vs Meets)], "0.00") & "× the solid-performer rate (" & FORMAT([Merit Avg Increase (Meets)], "0.0%") & ", rating 3): " & LOWER([Differentiation Verdict]) & ".")
Direct dependencies: Differentiation Ratio (High vs Meets), Total Spend (All Types), Plan Budget (Total), Plan Variance (Total), Plan Variance %, Merit Avg Increase (High Performers), Merit Avg Increase (Meets), Differentiation Verdict
Merit Avg Increase
CompPlanning · Merit
DIVIDE([Merit Spend], [Merit Base])
Direct dependencies: Merit Spend, Merit Base
Merit Avg Increase (High Performers)
PlanBudget · Differentiation
CALCULATE([Merit Avg Increase], KEEPFILTERS(CompPlanning[ratingBand] = "High (4-5)"))
Direct dependencies: Merit Avg Increase
Merit Avg Increase (Meets)
PlanBudget · Differentiation
CALCULATE([Merit Avg Increase], KEEPFILTERS(CompPlanning[ratingBand] = "Meets (3)"))
Direct dependencies: Merit Avg Increase
Merit Base
CompPlanning · Merit
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(SUM(CompPlanning[meritEligibleEarningsUsd]), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), KEEPFILTERS(CompPlanning[meritAmountUsd] > 0))
Direct dependencies: None
Merit Spend
CompPlanning · Merit
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(SUM(CompPlanning[meritAmountUsd]), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")))
Direct dependencies: None
Plan Budget (Merit)
PlanBudget · Plan
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(SUM(PlanBudget[meritBudgetUsd]), TREATAS(SUMMARIZE(FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), CompPlanning[department], CompPlanning[population]), PlanBudget[department], PlanBudget[population]))
Direct dependencies: None
Plan Budget (Other)
PlanBudget · Plan
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN IF(__Adj = "Include", CALCULATE(SUM(PlanBudget[otherBudgetUsd]), TREATAS(SUMMARIZE(FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), CompPlanning[department], CompPlanning[population]), PlanBudget[department], PlanBudget[population])), 0)
Direct dependencies: None
Plan Budget (Promo)
PlanBudget · Plan
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(SUM(PlanBudget[promoBudgetUsd]), TREATAS(SUMMARIZE(FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")), CompPlanning[department], CompPlanning[population]), PlanBudget[department], PlanBudget[population]))
Direct dependencies: None
Plan Budget (Total)
PlanBudget · Plan
[Plan Budget (Merit)] + [Plan Budget (Promo)] + [Plan Budget (Other)]
Direct dependencies: Plan Budget (Merit), Plan Budget (Promo), Plan Budget (Other)
Plan Variance %
PlanBudget · Plan
DIVIDE([Plan Variance (Total)], [Plan Budget (Total)])
Direct dependencies: Plan Variance (Total), Plan Budget (Total)
Plan Variance (Total)
PlanBudget · Plan
[Total Spend (All Types)] - [Plan Budget (Total)]
Direct dependencies: Total Spend (All Types), Plan Budget (Total)
Promo Spend
CompPlanning · Promotion
VAR __Geo = SELECTEDVALUE(GeoScope[scope], "World") VAR __Ind = SELECTEDVALUE(IndiaScope[scope], "Include India") VAR __Adj = SELECTEDVALUE(AdjToggle[scope], "Include") RETURN CALCULATE(SUM(CompPlanning[promoAmountUsd]), FILTER(CompPlanning, (__Geo = "World" || (__Geo = "US Only" && CompPlanning[country] = "United States") || (__Geo = "Rest of World" && CompPlanning[country] <> "United States")) && (__Ind = "Include India" || CompPlanning[country] <> "India")))
Direct dependencies: None
Review Status Text
PlanBudget · Report Views
IF(ISBLANK([Plan Variance %]), BLANK(), FORMAT([Plan Variance %], "+0.0%;-0.0%") & " versus plan in total. " & IF([Departments Outside Threshold] > 0, FORMAT([Departments Outside Threshold], "0") & IF([Departments Outside Threshold] = 1, " department is", " departments are") & " outside the assumed ±" & FORMAT([Variance Tolerance], "0%") & " band", "No department is outside the assumed ±" & FORMAT([Variance Tolerance], "0%") & " band") & "; policy not confirmed.")
Direct dependencies: Plan Variance %, Departments Outside Threshold, Variance Tolerance
TieOut Tolerance
PlanBudget · Review Gate
CALCULATE(MAX(Parameters[value]), ALL(Parameters), Parameters[name] = "TieOutTolerance")
Direct dependencies: None
Total Spend (All Types)
CompPlanning · Total
[Merit Spend] + [Promo Spend] + [Adj Spend]
Direct dependencies: Merit Spend, Promo Spend, Adj Spend
Unrated Employees
CompPlanning · Headcount & Rating
[Headcount] - [Count Rated]
Direct dependencies: Headcount, Count Rated
Variance Tolerance
PlanBudget · Review Gate
CALCULATE(MAX(Parameters[value]), ALL(Parameters), Parameters[name] = "VarianceTolerance")
Direct dependencies: None