How to copy actual month data to forecast month?

antti.kerola@elisa.fi
Contributor

How to copy actual month data to forecast month?

I have following module, which is used for manual % input. The percent will be input in a special cases. My problem is that I want to determine do I want to utilize current month (actual percents) for forecast month. I would like to see the functionality as follow:

 

  • If user will “tap” UsedInForecast? to Boolean lineitem in Current month then system will copy tapped month percent to forecast month.
  • If there is no tap in UsedForecast then the system shouldn’t copy those percent to forecast month
1 ACCEPTED SOLUTION

Accepted Solutions
Rashmih
Certified Master Anaplanner

Re: How to copy actual month data to forecast month?

Hi antti.kerola@elisa.fi ,

 

You can create a Boolean field (Temp) to capture the status of the Boolean Field (Used in Forecast?) and then use it Actual+Forecast  as shown below..

 

Rashmih_0-1606666951311.png

Rashmih_1-1606667082961.png

 

 

I hope I have understood the problem statement correctly...

 

Thanks and regards,

Rashmi

 

View solution in original post

2 REPLIES 2
Rashmih
Certified Master Anaplanner

Re: How to copy actual month data to forecast month?

Hi antti.kerola@elisa.fi ,

 

You can create a Boolean field (Temp) to capture the status of the Boolean Field (Used in Forecast?) and then use it Actual+Forecast  as shown below..

 

Rashmih_0-1606666951311.png

Rashmih_1-1606667082961.png

 

 

I hope I have understood the problem statement correctly...

 

Thanks and regards,

Rashmi

 

View solution in original post

antti.kerola@elisa.fi
Contributor

Re: How to copy actual month data to forecast month?

That solution works. Cheers!