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denisefockler's avatar
denisefockler
New Contributor III
2 years ago

Calc values in forecast scenario by referencing S#Actual, V#Trailing12MonthAvg

I have a forecast scenario S#AugFcst_7_5 with the following properties: WF Time = 2023M7 WF start time = 2023M1 WF end time = 2024M12 # no input periods = 7 I have a Finance business rule functi...
  • RobbSalzmann's avatar
    RobbSalzmann
    6 months ago

    vkhudzey your post is not getting visibility in the forum because the forum is updated by most recent post, not most recently changed post.  I know about your question because I'm part of the thread so I got an email. I never would have seen it if I were not part of the thread, so 99.9% of people don't know you responded.

    If you want to get help, I suggest a new, redundant post asking the exact same question.  That way everyone will see it.  

  • denisefockler's avatar
    denisefockler
    6 months ago

    I ended up writing the formula in my business rule to use a combination of YTD (for the current year) plus RestOfYear (from the prior year) and then dividing by 12.  This got me the same as what I would have expected to get from Trailing12MonthAverage .  I also found one of the reasons is was not working was if there were time periods that had no data it would not include those periods in the calc.  Example:  If only 8 of the prior 12 periods had a value then it would sum the 12 periods and divide by 8 and not 12.  Here is how I ended up writing my rule.  In the below formula PeriodCurrYrYTD and PeriodPriorYrROY are variables I defined in the rule as follows:

    = RemoveNoData(Divide((S#Actual:T#" & PeriodCurrYrYTD & ":V#YTD:O#Top: + S#Actual:T#" & PeriodPriorYrROY & ":V#RestOfYear:O#Top),12))

    We have now upgraded to 8.1 and I have not tried to go back and see if Trailing12MonthAvg works.

    Thank  you

    Denise