Forum Discussion

ajackett's avatar
ajackett
New Contributor III
2 years ago

Set column headers for Rolling Forecast scenario based on Actuals or Budget

I am building a Rolling Forecast scenario (eg. name is RFC 2+10) using the below formula snippet which takes the current month actuals, and adds the future Budget scenario. It works well so far, howe...
Reports
BenThompson's avatar
BenThompson
New Contributor III
2 years ago

Hello AJackett,

I am not sure if I understand your full situation, but rather than going the formula route have tried using the cube view column levels instead?  For example; Column 1, level 1, could be for Time prior periods T#|CVTime|.AllPriorInYearInclusive with Column 1, level 2 set to S#Actual.  Then for Column 2, level 1 could be T#POV.AllNextInYear and Column 2 level 2 could be S#Budget.  I am not sure if this is oversimplifying what you are trying to do, but I always like to keep the solution simple where possible.  

I hope this helps.

  • ajackett's avatar
    ajackett
    New Contributor III
    2 years ago

    Hi Ben, 

    Thanks for that suggestion - I had actually built the reports using this method previously, but it didn't work long term for us as we use Budget for RFC 1+11, 2+10 and 3+9, then FCT1 for 4+8, 5+7, 6+6 and so on. So we decided to create a seeding formula that would take the actuals based on the month selected, and then have the respective forecast data post to each scenario. So each scenario has a separate rule, and in the reports, the users pick the month from a parameter and it will also select the scenario. It's not a deal breaker, but would be great if I can get something to show how the data is split between Act/Bud. 

    Cheers
    Andrew