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How to get YTD values in People Planning Register

royari
New Contributor III

Hi in people planning for some tax related calculations you need a YTD number. How do you do it in people planning register if you are doing  eg. say a may forecast. your plan period for the scenario will start from 5 and end at 12. How do you get the first 4 months of actuals by employee in the register calculation. We do plan to load actuals by employee into the register but it would be in a different scenario and different workflow time. What is the best practice here. In other platforms like hyperion workforce planning, which client is using currently they are able to just copy within the cube the actuals to forecast and achieve this, but in os in people planning cube there is no employee level data , it resides in stage and how do we do this in stage. 

1 ACCEPTED SOLUTION

Here is a blog post that I wrote to get YTD, QTD, and some other functions.

Specialty Planning - YTD, QTD, CalcValue, Prior - Quick Tip # 12 - CPM Insights

Now, you'll have to change the method to go to actual based on months. Just change the scenario in the WHERE clause.

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2 REPLIES 2

Here is a blog post that I wrote to get YTD, QTD, and some other functions.

Specialty Planning - YTD, QTD, CalcValue, Prior - Quick Tip # 12 - CPM Insights

Now, you'll have to change the method to go to actual based on months. Just change the scenario in the WHERE clause.

royari
New Contributor III

This is super helpful. Appreciate it.