Copy Actuals to Forecast Version Until Start Month in SAP SAC Data Action Advanced Formula

[pooja_elangovan01]

Hello SAP Community,

I need assistance with creating an advanced formula in SAP Analytics Cloud (SAC) Data Action. My goal is to copy actual data to a selected forecast version based on user input, but the data should only be copied up to a specific month.

For example, if the Forecast version FC12024 is selected the forecast period start_month is July( which is maintained as an attribute in the version) then Actual data should be copied to the forecast version before the selected start month. In the above example, data from January to June should be copied to the forecast version for January to June.

Example:

• If the start month for the forecast is July 2024 (Month 7):
  • Copy Actual data from January 2024 to June 2024 (Months 1 to 6) to the forecast version from January 2024 to June 2024 (Months 1 to 6).

Thanks!

[N1kh1l · Accepted solution]

@pooja_elangovan01 

You have not mentioned what is maintained in attribute ( type integer) of the forecast version, the month number 7 or fully qualified date member 202407. I will assume its 7 ( guessing from your post)

Note: Attribute for forecast month should be of type integer.

MEMBERSET [d/Date] = BASEMEMBER([d/Date].[h/YQM], "2024") // Replace with parameter to make it dynamic MEMBERSET [d/Date] = BASEMEMBER([d/Date].[h/YQM], %Date%)

INTEGER @FCMonth

@FCMonth=ATTRIBUTE([d/Version].[p/start_month])

IF MONTH([d/Date])< @FCMonth THEN

DATA()=RESULTLOOKUP([d/Version]="public.Actual")

ENDIF

Hope this helps !!

Nikhil

[pooja_elangovan01 · Accepted solution]

Nikhil thanks for your answer but the attribute type is text here