To compare the field values and/or amounts of two different columns and print the results, complete the following steps.
- Determine which columns you want to compare.
- Choose View > Difference Analysis. A checkmark appears next to the command indicating you are viewing in the plan in Difference Analysis mode, and the Difference Analysis dialog opens.
- In the Column 1 group box, select the first column to compare by choosing the appropriate alternative and year from the drop-down lists attached to the Alternative and Year fields.
- In the Column 2 group box, select the second column to compare by choosing the appropriate alternative and year from the drop-down lists attached to the Alternative and Year fields.
- Select the Amount or Percent option to view the change in values by amount or percentage.
- Click OK to view the two columns selected for comparison and the Difference Analysis column side-by-side.
- You can print standard reports, custom reports, graphs, and client letters while you are in Difference Analysis mode. To print, choose File > Print Reports. For more information on printing, see Printing plan data reports, graphs, and letters.
Note: In the Print Reports dialog, the All and Custom checkboxes are not available while you are viewing the current plan in Difference Analysis mode.
- To exit Difference Analysis mode and return to normal mode, choose View > Difference Analysis to clear the checkmark.
Notes
- When you view a plan in Difference Analysis mode, the following Planner CS options and commands are not available.
- Plan Information dialog - You cannot advance the first plan year; select the Family Plan option, or select the Display single base year option.
- Edit menu - The Auto Copy, Auto Increase, Copy Column, Plan Alternatives, and Plan Years commands are not available.
- View menu - The Hide/Rearrange and Single Base Year commands are not available.
- Tools menu - The MFS Split command is not available.
- In a TCJA Comparison Plan, the Difference Analysis column displays by default. You can choose View > Difference Analysis to hide this column.
- You cannot use the Difference Analysis mode if your plan is a family plan or an annualized plan.
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