## DEMO 03 Baseline Forecast  showing zero's for FY21

Occasional Contributor

## DEMO 03 Baseline Forecast  showing zero's for FY21

DEMO03 Baseline Forecast module showing zero's for FY21

I have used four more formula's along with the shown in this image.

Formula 1 : IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' then OFFSET('DAT03 Historic Volumes'.Volumes, -52, 0) else IF 'SYS01 Time Settings By Week'.'2nd Forecast Year?' then OFFSET(Default Forecast , -52, 0) ELSE 0

Formula 2: IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' then OFFSET('DAT03 Historic Volumes'.Volumes, -52, 0) else IF 'SYS01 Time Settings By Week'.'2nd Forecast Year?' then  LAG(Default Forecast , 52, 0, STRICT) ELSE 0

Formula 3: IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' then OFFSET('DAT03 Historic Volumes'.Volumes, -52, 0) else IF 'SYS01 Time Settings By Week'.'2nd Forecast Year?' then OFFSET(Default Forecast , -52, 0) ELSE 0

Formula 4: IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' then OFFSET('DAT03 Historic Volumes'.Volumes, -52, 0)
else IF 'SYS01 Time Settings By Week'.'2nd Forecast Year?' then OFFSET('DAT03 Historic Volumes'.Volumes, -52, 0) *OFFSET(Growth Rate%, -52,0) ELSE 0

My understanding is FY21 values should be Default forecast values  of FY20 but these values are calculated after the first line item  i.e baseline forecast. How can we derive these values?

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Moderator

## Re: DEMO 03 Baseline Forecast  showing zero's for FY21

The next step is to work your way backwards on that formula. Since you're getting the 2020 data but not 2021, I suspect it's your default forecast - you've got a subsidiary view on those line items. Make sure all the line items are using the "applies to" dimension. The forecast on that uses the baseline forecast times a growth rate. Can you make sure both of those values are populating? I can't remember when the growth rates are provided so you may have to enter a few temporarily to see the values show up. Here's what it should look like. I moved it to the same position you had above.

Jared Dolich
3 REPLIES 3
Moderator

## Re: DEMO 03 Baseline Forecast  showing zero's for FY21

The correct formula is:

IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' ELSE OFFSET(Default Forecast, -52, 0)

Let's break that down:

• Our objective is to "seed" unelapsed periods with LY history in the first year and then use the first year to seed the second year.
• First, we need to determine what year we are in. You got that part no problem.
• If we are in the first year then let's go ahead and bring our historic volume data which we already Offset in DAT03.
• Otherwise, we must be in second year so lets just grab the volumes from the first year by using OFFSET.

You were so, incredibly close. Hope this helps.

Jared Dolich
Occasional Contributor

## Re: DEMO 03 Baseline Forecast  showing zero's for FY21

Thanks Jared,
I have used this formula already but no luck.

Just for my understanding , all line items will be generated first for each time period here ?  or each line item will be generated for all time periods frist ? How this calculation engine works?

Moderator

## Re: DEMO 03 Baseline Forecast  showing zero's for FY21

The next step is to work your way backwards on that formula. Since you're getting the 2020 data but not 2021, I suspect it's your default forecast - you've got a subsidiary view on those line items. Make sure all the line items are using the "applies to" dimension. The forecast on that uses the baseline forecast times a growth rate. Can you make sure both of those values are populating? I can't remember when the growth rates are provided so you may have to enter a few temporarily to see the values show up. Here's what it should look like. I moved it to the same position you had above.

Jared Dolich