SAP Analytics cloud template creation

[N1kh1l]

HI All,I have created a forecast layout template but in the forecast layout I'm able to achieve the below template layout.Below is the my requirement -For exampleSelection - FY2023If I select FY2023 then ACTUAL should be for prior year FY 2022.Total and it should be group and un group features by month wise.
The Plan category has FY 2023.Total and should be group and un group features by month wise .The FC1 category forecast category - It has ACTUAL and FC1, ACTUAL is closed month data and FC has forecast data.
Columns D to O and Q to AB grouped in the screenshot
Below is the report layout

After un grouping P and AC columns, Below is the layout of template -

Could you please help me to build this tempalte?

Regards,

Mahadev

[N1kh1l]

mahadev_9

Where are you trying to create this template? SAC Add-in or Stories ?

-Nikhil

[vishalakshmi]

Hello Mahadev,

• Ensure your data source contains the following columns: Year, Month (or Time Period), Actual, Plan, and Forecast Category. Make sure your data spans multiple years.
• in SAC Create a Time dimension based on the "Year" and "Month" columns from your data source . This will allow you to filter data by year and month easily.
• Define a hierarchy within your Time dimension that includes "Year" and "Month" to facilitate easy year-based filtering.
• Create filters for "Year" and "Forecast Category" in your SAC model. Make sure these filters are prominently displayed on your SAC story or dashboard.
• To display actual data for the prior year when the current year is selected, create a calculated measure using a formula. Here's a sample formula in SAC's formula editor:

IF([Year] = YEAR(TODAY()), SUM([Actual]), SUM([Actual]) WHERE [Year] = YEAR(TODAY()) - 1)

• This formula checks if the selected year is the current year. If it is, it shows the actual data for the current year; otherwise, it displays actual data for the prior year.
• Display plan data for the selected year using a simple measure like SUM([Plan]). This measure should be updated based on the selected year.

To create a forecast category with the ability to group and ungroup data, follow these steps:

a. Create a dimension called "Forecast Category" based on your data source's "Forecast Category" column.

b. Create a hierarchy within the "Forecast Category" dimension to allow grouping and ungrouping. You can create a hierarchy that includes "Forecast Category" and another level like "Subcategory" if needed.

c. Add this "Forecast Category" dimension to your SAC story or dashboard along with the measures related to your forecast data.

• SAC provides the capability to enable dynamic grouping and ungrouping in tables and charts. You can use the "Grouping" option in your charts or tables to allow users to group and ungroup data based on dimensions such as "Forecast Category."
• Create an interactive dashboard or story that incorporates the filters, measures, and dimensions you've set up. This allows users to select the desired year, view actual and plan data, and interact with the forecast category.
• Test your SAC model thoroughly to ensure that it behaves as expected. Once you are satisfied, publish the story or dashboard for end-users to access.

By following these steps you should be able to meet your requirements for displaying actual data for the prior year, plan data for the selected year, and implementing a flexible forecast category with group and ungroup functionality in SAP Analytics Cloud.

Thanks,

Lakshmi.