Rolling Forecast

Uwe
Uwe Customer
Fourth Anniversary First Comment
in Platform

Hello,

 

i want to build up a rolling Forecast modell for monthly data entry and adjustments.

I have 2 Cubes. One with actuals and one with forecast (incl. Version).
Now i want to select a time-frame for the past month (like 01-03) and a Forecast-Version (like April) an fill the Forecast-Cube with actuals from the previous month and with the forecast from a previos Version (March).

 

What is the best way to solve this?

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Answers

  • Graeme Whorrall
    Graeme Whorrall Active Partner
    Fourth Anniversary 10 Comments Level 200: Building A Planning Solution in Board Level 100: Foundations of Building in Board
    edited March 2020

    Hi Uwe,

     

      if you are wanting to copy from a current version usually I would have a Copy screen setup this would include a cube for Current Version and then you can select month to copy to. If you only want to copy from prior month then in the procedure set this month and version then use data flow as below:-

     

    image

    in block a have an offset (cube is by month so offset is one month back)

     

     

     image

     

    That's a simple copy from previous period.

     

    Also interesting once you have data for a few years you can use the predictive engie to forecast forward which can take seasonality and variables into account rather then a simple copy like this but this is a good starting point for a rolling forecast.

     

    Regards

     

    Graeme

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