Using Difference Analysis mode

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To compare the field values and/or amounts of two different columns and print the results, complete the following steps.

  1. Determine which columns you want to compare.
  2. 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.
  3. 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.
  4. 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.
  5. Select the Amount or Percent option to view the change in values by amount or percentage.
  6. Click OK to view the two columns selected for comparison and the Difference Analysis column side-by-side.
  7. 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.

  8. 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 and W-4 Calculator commands are not available.
  • You cannot use the Difference Analysis mode if your plan is a family plan or an annualized plan.

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