Plan Data for actualized(historical)Months

[Former Member]

Hi,

We get Actual data to BPC from source system.Once loading this data to ACTUAL category,copying the same data to PLAN category as well.

(Eg: January 2016 to April 2016 data of ACTUAL category data is copied to PLAN category as well.i.e,historical months or actualized months data).

As this is data is very huge and consumes lot of space.The issue becomes more prominent as we pass to end of the year.

Is there any way to get the ACTUAL data in PLAN data report retrievals without copying the ACTUAL data to PLAN category?

When users refresh/create a report for 2016 year for PLAN category,Jan-April data should come from ACTUAL category and May-Dec data should come from PLAN category.

NB:Users create their own reports,so we can't do with excel native functionalities.

Best Regards,

Manohar

[Former Member · Accepted solution]

You can try this approach.

1) First create a ACTUAL report on the other end of the excel. This report will be irrespective of what user selects in category.This report can be hidden

2)Create another report which will be visible to user where he'll be able to select ACTUAL or PLAN.

3)If user selects PLAN - Now you can just use VLOOKUP in the main report for looking up the value from the Actual report

4)If User selects Actual - Then no need of VLOOKUP Formula.

5)If the reports are dynamic then you can put the VLOOKUP formula in the formatting sheet.

Hope this Helps.

Nidheesh