Year-over-Year Bridge (YoY)

In this article, you will find a tutorial on how to create YoY Bridges, as well as an explanation of their calculation logic.

A Year-over-Year Bridge shows the change between two years using the effects of assumptions or line-items.
In contrast, a Scenario Bridge can be used to analyze the change between two different scenarios in a specific period.

Creating a YoY Bridge

1. Click on the “Chart” button in the upper right corner on a worksheet.

2. Select “YoY Bridge” in the chart selection.

3. Select a node which should be the base of your data

4. Select a scenario

Configuration Options:

• Node: The YoY bridge displays the data of the selected node in the model. You can change the node after the bridge is created by selecting a different node in the chart editor.

• Scenario Selection: The selected scenario gives you additional context when looking at your data. With this option, you can change the scenario of your YoY bridge.

• Configure Axes: You can use the “Configure” setting to either put single line-items or assumptions on the axis. By default, the bridge will be created with the configuration of “Years” as the data series and “Assumptions (total)” on the x-axis.

• Period Selection: Per default, the YoY bridge is always created on the last two years of your horizon. You can use the filter on “Time” in the chart editor to select other periods the YoY bridge should show. Selecting e.g. 2017 and 2020 will result in a bridge with the summed-up effects of the three years.  In case only a single period is selected, the bridge will automatically use the previous period as a reference point for the YoY bridge. 

You can switch between scenario and YoY bridges by using the option Bridge between periods in the Bridge Settings.

Calculation Logic

To illustrate the calculation logic behind the effects of individual assumptions, let's consider the simple example of the node “Revenue”. Adjustments can be made using assumptions with a base effect, which means that the adjustment is carried into the following years. Alternatively, assumptions can be one-time adjustments without an effect on the following years. 

Assumptions without base effect / one time:

Assumptions with base effect:

The calculation logic determines the individual effects for all assumptions that are active in the selected scenario between the two viewed periods.
A YoY bridge for 17/18 or 18/19 would display the following effects: