The Use Benchmark History check box determines whether Performance Analysis fields in the query that report on benchmarks reflect changes in the entity’s benchmark assignments over time. This option is cleared by default, but you can select it. If the check box is:
- The query reads the benchmark history for the report time period. This enables the query to link data across any benchmark changes during the date range. This behavior, called Processing Across Changes, eliminates the need to maintain a Linked Custom Benchmark to splice benchmark changes across performance history.
Additional setup for entities is needed when you use this approach. If the Process Across Changes check box is selected for that benchmark assignment, then benchmark changes throughout the report’s date range are used for the applicable period in which it was assigned. If the Process Across Changes check box is not selected, then the system uses only the benchmark assignment from the report’s end date for the entire date range. For more information, see “Benchmark Assignment History Support.”
- (Default) The query uses the current benchmark assigned to the entity and applies only that benchmark’s data to the entire date range of the report regardless of benchmark assignment changes.
After you select all of the default report parameters, the dialog box shown in the following figure appears.
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