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How to compare two scenarios side by side

Choose a second scenario in Scenario Management, then open a comparison chart to review both planning paths.

Use Scenario For Comparison to review two saved planning paths in the same chart view. Comparing scenarios does not merge them or change either scenario.

Before you begin

  • The client has at least two scenarios.

  • Open the primary scenario in Financial Insights.

Steps

Scenario comparison controls

  1. Confirm that Current Scenario shows the scenario you want as the primary view.

  2. Select the pencil beside the scenario selector to open Scenario Management.

  3. Under Scenario For Comparison, select the second scenario.

  4. Close the panel.

  5. Open a chart mode that supports scenario comparison. Available comparison views can include Scenarios or Multiple Scenario Charts, depending on the chart.

  6. Choose the measure you need to review.

To stop comparing, return to Scenario Management and set Scenario For Comparison to None.

What the comparison changes

The comparison selection adds the second scenario to supported chart views. It does not:

  • combine the scenarios;

  • copy assumptions or toggles between them; or

  • change which scenario is selected under Current Scenario.

Troubleshooting

  • The values need interpretation. Confirm the two scenario names and the measure being compared, then review the difference in the context of the client's plan.

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