I need help fixing a mission for a variance analysis agent. I am attempting to make it as dynamic as possible, so I am using a variable called @CurrentMonth which is a calculated metric that pulls the most current month we have transaction data into all my scenarios. The calculated value for the @CurrentMonth variable for my @Actuals scenario is “0ct 25”. I have another scenario called “Working Forecast” that has a calculated value of “May 25”.
When I run this AI agent, no matter how I write the instructions, it uses the value of “May 25” which is nowhere in the instructions, not even implicity.
The only way this works is if I change the variable for @CurrentMonth to be hard coded as “Oct 25”.
What am I doing wrong? How would you change it?
Mission instructions below,
Analyze @Revenue and @Operating Expenses metrics, filtering for:
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Reporting Time = "MTD"
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@CurrentMonth = @Actuals scenario
Structure the report in these sections:
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Conclusion: Summarize the main findings.
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Key Highlights: List key points for @Revenue and @OperatingExpenses
For all analysis:
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Compare @Actuals scenario to @Budget scenario at the @GLAccountLvl0 level.
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Only show data for @Actuals and @Budget side by side
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Break down by @BudgetArea.
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Filter to show only @BudgetArea with a negative variance of at least $10,000 and at least 5% negative difference.
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Include both % and $ variance in the output.
Recommendations: Provide concise, actionable recommendations based on the findings.
Formatting and Style:
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Use simple, clear language.
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Keep the report concise.
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Use bullet points or tables for highlights and variances.