L1 Model Building 11.3.4 — Forecast and Actual showing identical values, no changes occurring

hugomartin04

Hi all,

I'm working through exercise 11.3.4 in the L1 Model Building course and running into an issue with the Forecast vs. Actual logic.

I've set up the Forecast line item with a formula referencing the Current Period (using CURRENTPERIODSTART/time settings as instructed), so that it should pull Actuals up to the current period and switch to Forecast values afterward. However, in my model, Forecast and Actual are showing exactly the same values across all periods — the switch isn't happening at all, and there's no visible split between historical actuals and forward-looking forecast.

A few things I've checked so far:

• The Current Period is set correctly in Model Settings (Time Settings)
• My formula logic follows the course pattern (something like IF Time.Current Period THEN Actual ELSE Forecast)
• No obvious errors in the formula bar

Has anyone run into this same issue in this exercise? Could it be related to:

• A misconfigured time range/version
• The Current Period setting not being picked up in the module
• Something with versions (Actual vs Forecast) not being applied correctly at the line item level

Any pointers on where to double-check would be much appreciated. Happy to share a screenshot of my formula if that helps troubleshoot.

Thanks in advance!

tfearns

At first glance, your forecast version is set to a Dec 26 Switchover. This means that any period prior to Dec 26 will use the values directly from your actual version. I suspect this is causing your issue as you are showing the 2024 months but expecting there to be differing values. What period do you have your current period set to?