Rolling Forecast issue input templet

[former_member211812]

Hi Floks,

I want to create a input templet

where user will select the time & category from EMP context,

1.If it is actual then it should show actual values,

2.If it is budget then it should show budget values,

3.If it is forecast then it should show forecast values then it should show previous 6 months  actual values and next 6 months forecast value.

For reference i had gone through -->

Thanks in advance

[cecilia_petersson2 · Accepted solution]

Hi Mohammed,

My interpretation is that if you select Actual or Budget, all columns should show the selected category, but if you select Forecast, the selected period and the 5 previous one shoud show Actual whereas the following 6 should show Forecast. In this case you can create a report with static columns. The first 6 periods have the below formula in row A. The last 6 periods simple have =EPMContextMember(;"Category").

The Category in row 4 refers to row 1:

/Cecilia

[former_member211812]

Sorry 3rd requirement is

3.If it is forecast then it should show  previous 6 months  actual values and next 6 months forecast value.

[Former Member]

Hi Mohammed,

You can achieve all the 3 scenarios using EPMDimensionOverride functions.

See the cell H3 in the screenshot.

Hope this helps.

Regards,

Varsha

[former_member186338]

Incorrect!

The topic author want to have asymmetric report!

Vadim

[former_member186338]

Hi Mohammed,

For static report (12 columns!) you can generate member ID for each cell of the column axis using Excel formula!

Please describe what do you mean by previous and next months? Based on the month selected?

And what about time members for Actual?

Vadim

[former_member211812]

Hi  Vadim, 

what i mean is  when i select Forecast Category of current month

i.e. e.g July i should be able to see July-5 months as actual's data and the remaining as forecast

and if i select actual or budget category i should be able to see the corresponding values.

Thanks in advaance

[former_member186338]

"and if i select actual or budget category i should be able to see the corresponding values."

what do you mean by "corresponding" ???

Please provide full list of months you want to see if user select 2015.04 for Actual, Budget and Forecast!

Vadim

.

[Former Member]

Hi Mohammed,

What would be the time in columns for actuals and budget.

And if the category is forecast, say for the month of july, do you want to see actuals till july and forecast from july till December assuming the financial year is from Jan through December?

Regards,

Varsha

[former_member211812]

Hi Varsha,

"if the category is forecast, say for the month of july, do you want to see actuals till july and forecast from july till December assuming the financial year is from Jan through December?"

Ya you are in right path but the financial year is April to March.

[former_member186338]

Can you answer this question:

"What would be the time in columns for actuals and budget."

"and if i select actual or budget category i should be able to see the corresponding values."

"what do you mean by "corresponding" ???"

Vadim

P.S. And for forecast - what do you want to have in columns - all months of fiscal year or just number of months before and after?