Using a calculated % from Actuals for Forecast

ChristinePowell
ChristinePowell
in User Experience

I am calculating an Actual % of Total in the CY. I need this % to roll forward into the Forecast years (3 forecast Years). Previous() only pulls in the % for the first forecast year and then solves back to zero for the last 2 forecast years. I also tried time lookup to no success to qualify an "If zero" as well. Any tips on formulas to try would be appreciated.

Best Answer

  • AjayM
    AjayM
    Answer ✓

    You may simply create a centralised lineitem (timeperiod formatted) to identify current year, and use this within LOOKUPs wherever needed:

    image.png

    Cheers!

Answers

  • derektslim
    derektslim

    Hi Christine,

    Have you tried setting up the Actual % as a standalone Line Item without any time Dimension since you will only take CY? Then using this to forecast your future years by multiplying the standalone Line Item without a need for previous.

    If you could shed more insights on how you have set up your modules, that would be most helpful to suggest solutions to you.

  • ChristinePowell
    ChristinePowell

    Thanks for the responses. The selector of the exact year was the solution. I appreciate the feedback!

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