Budget Statistics

Overview

The Budget Statistics driver ensures that your historical data for the budget matches the data in the database. It is referenced by the Statistics, GlobalRev, GlobalExp and Depreciation worksheets for LYA, CYB and CYA_YTD information. Also, the Rolling12 spreads on the Statistics worksheet are pulled from the StatData tab.

Before updating this page, verify the following settings:

  • Set the applicable StdLine values (for example, KHAStdLine) in the ACCT dimension table to GlobalStatistics to reference this driver in the plan files.

  • Select Previous Input from the Spread Tag column to ensure that the system retrieves your updates from the Statistics driver table rather than using the default calculations.

When you open this page, select the following refresh variables:

  • Select Budget Group—Leave blank to view all budget groups or click Choose Value to view specific budget groups. Select the check boxes that correspond with the budget groups to view. You can filter your search or specify search parameters on the Choose Value window.

  • Show/Hide Patient/Nursery Days—Toggle between Show and Hide to display or hide the patient or nursery days.

  • Sort Order—Sort the records by department first, followed by account or account first, followed by department.

If you use staggered start periods for your budget groups, the GlobalStatUpdate report has logic that pulls the appropriate values to correspond to the correct period.

NOTE: Click Refresh Data to update your statistics with the latest information available.

Settings

Open the driver. For each entity, this driver contains the following information:

  • BudgetGroup – Enter or modify this value.
  • Stat Name – Enter or modify this value.
  • DEPT – Enter or modify this value.
  • ACCT – Enter or modify this value.
  • Spread Tag (Facility Statistics only) – Select the default calc method to use for the budget group.

The Global Statistics sheet contains the following additional columns:

  • FY 20XX Actual – Actual, year before last
  • FY 20XX Actual – Actual, last year
  • FY 20XX Budget – This year's budget
  • FY 20XX Dec YTD Actual – This year's December YTD actua
  • FY 20XX Jan-Jun Projected – This year's January - June, projected
  • FY 20XX Projected – This year, projected
  • Actual Percentage of Total – Percentage change from previous year
  • Change – Percentage change
  • Budget Percent of Total - Budget percent of total
  • FY 20XX Budget – Next year's budget total
  • Bud-Proj Amt – Variance amount, budget vs. projection
  • Variance % – Variance percentage

The Service Line information at the bottom of the worksheet is pulled from the Budget Service Line Supplement driver.