Forum Discussion

Manjunathak's avatar
Manjunathak
New Contributor III
7 months ago

Workflow profile - Calculation Defination

Workflow form has different scenarios Actual, forecast. I have created the step for Force Consolidate and Scenario Type filter is set to (ALL). when i complete the form only Actual Scenari...
Workflow
  • Henning's avatar
    Henning
    7 months ago

    I may be the exhausting week talking and I hope I am not missing anything here, but I am fairly certain that the Process definition calculates your WF POV scenario. Which in your case is Actual, which is why Forecast (LY) does not get calculated as it is not in the WF POV.

    There are other ways to trigger the LY calculation such as dashboard buttons, data management jobs, or NoCalculate steps with a workflow event handler. Or you change the scenario in your WF POV to LY and Process it there.

Manjunathak's avatar
Manjunathak
New Contributor III

workflow scenario is Actual 

the form is available only in Actual scenario but i have the entity assigned to forecast scenario also.

First column in form has Actual data  and other columns has forecast scenario data, want to compare the Actual numbers with forecast. i need to consolidate each column separately to have numbers that's reason i'm looking for calculation definition step to consolidate for both actual and forecast scenarios

 

 

 

Henning's avatar
Henning
Valued Contributor II
7 months ago

I may be the exhausting week talking and I hope I am not missing anything here, but I am fairly certain that the Process definition calculates your WF POV scenario. Which in your case is Actual, which is why Forecast (LY) does not get calculated as it is not in the WF POV.

There are other ways to trigger the LY calculation such as dashboard buttons, data management jobs, or NoCalculate steps with a workflow event handler. Or you change the scenario in your WF POV to LY and Process it there.