How do I create a reporting forecast FTE module based on a time-dimensioned actuals module?
I have a monthly report for employees actual FTE, start date and leave date. I import this into a module:
* Dimensions: People, Time
* Line items: FTE, Start Date, Leave Date
The forecasting for future month should be: Previous total + New joiner that month - New leaver that month.
So if I look on the September data my line items (FTE, Start Date, Leave Date) are totally blank. But I have people starting/leaving that month, which I can see if I toggle back to current month (or further back for that sake).
How can I get the forecast data into a reporting module based on time and FTEs? Do I need to create a separate module without the time dimension that feeds the reporting module?
From your post I think you are trying to project the employee properties into future periods.
If this is so then you can achieve this by using the follow approach.
Create an employee properties module dimensioned only by the people list
Create a line item to hold the FTE, start date, start period, end date and end period
Format you date line items as date, the period line items as time period month and the FTE as number
Start period formula =period(start date)
End period formula =period(end date)
FTE, Start date and End date will be populate manually via an import or by a user
Create your reporting module dimensioned by people and time period month
Create line item FTE and Active?
Format FTE as number and Active? as boolean
Active? formula =ITEM(TIME)<=Employee Propeties.End period AND ITEM(TIME)<=Employee Propeties. Start period
FTE formula =IF Active? Then Employee Properties.FTE else 0
Where the time period is between the start and end period within the properties module the FTE value will flow through into the target module despite what the current period is in the model time settings.
Chris Heathcote Bedford Consulting
Gold Partner and Regional Partner of the Year 2021, EMEA