Using a calculated % from Actuals for Forecast

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.

Accepted answers

AjayM

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

Cheers!

All comments

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.

AjayM

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

Cheers!

ChristinePowell

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

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