Forecasting with my own data. Versions.

Hi @Joanna86,

This is interesting! Glad to see that you are trying this with your data. Best way to learn is by trying things hands on!

I do have a few questions, if you can have help provide some information we could help see what is going on:

1) Can you please provide screenshots of the blueprint view of the module you are trying to do the forecast in?

2) Can you please share screenshots of your Model Time Settings in the "Time" tab? 

3) Are you able to provide screenshots of the Versions Tab? And the Versions Details? 

This will help us begin to get an idea of how you have setup the modules and data. Look forward to getting this taken care of 🙂 

Yes to add to @Misbah' s point, by marking "Forecast" as "Current" effectively "Forecast" no longer serves as "Forecast" it serves as "Current" data with that checkbox. 

@Joanna86 - To resolve this I would ask:

1) Which version do you want to mark as "Current"? 

2) If you want Forecast data to show, perhaps you can try adjusting the Version settings such that Forecast is not the "current version"?

3) Then you can leverage the Version System Modules and Settings to apply logic which shows Forecast separately from Current data.

Misbah- feel free to chime in if I missed any details.

@Joanna86 - 

Yes there are some additional pieces of logic that are needed if you want everything past Jan 18 to be forecast (calculated). You can leverage a Time System Module and Version System Modules that breakdown into booleans which months are "Current" or "Actuals" vs. which months are "Forecast". From there you can say "IF Forecast then do (insert formula/logic here) ELSE 0". 

@JaredDolich - do you have a good way of explaining how Versions/Time Settings modules work? I will admit it is a bit of a complex topic to explain over a forum. Any good articles or resources you have come across?