EBITDA BRIDGE

You need to have a column in your dataset with your indirect costs for the two periods you want to compare. This column should be called with one of these names: 'Indirect_Costs', 'Costi_indiretti', 'Coûts_indirects', 'Overhead', 'FP&A'.

There is no need to allocate your indirect costs at the line-by-line level.

The tool will return an EBITDA bridge with one item, labeled "Indirect costs" showing the change of the total value of indirect costs from one period to the other. Allocation is therefore not necessary.

You can toggle between the "with" and "without" total view of waterfall charts with this widget.

Set on False will show this.

In practice you can simply add two rows on the top of your dataset with the value of the indirect costs in the two periods. No need to specify the dimensions. Note that the Amount and Unit column has been set to 0.000001, because, to optimize performance, tool drops zero rows.

Note that if you want to calculate both yearly and the monthly variance, you will need to input 12 monthly indirect costs values for each year you want to consider.

Do not forget that the excel format of the number columns must be "general" or "number", otherwise the app will have problems parsing the CSV file.

Your data might have indirect costs allocated for each row, as in this example.

The tool will still not show the allocated portions of the indirect costs unless you filter the data. For instance the small multiple chart by "channel" will be returned at the "gross margin" level.

However if you filter, in this example, by "Channel" = "supermarkets", the chart will be returned at the "net margin" level, for that specific sub-set of data.

If you want to filter the dataset along different dimensions and get back the full EBITDA bridge, you will need to split the indirect cost values accordingly, allocating a portion to each row in your dataset. However if you are only interested in filtering along one dimensions you can simply enter the indirect costs of those dimensions.

For instance, say you want to filter the report by market, and you operate in two markets, Italy and France, with, say, 10.000 and 20.000 indirect costs respectively the first year and 40.000 and 60.000 the second.

You need to input these four values in four cells, two corresponding to rows where "Italy" is referenced and two corresponding to rows where "France" is referenced. Don't forget to make sure your rows correspond to the right periods and don't forget the "0.000001"s in the amount and in the units columns to avoid your rows being dropped.

Now you filter for Country = Italy...

and run the analysis

Once you filter your analysis by Country - Italy, the fixed dimension bridge report will show the indirect cost variance for Italy only.

Works the same way with variable dimension bridge analysis.