While creating the saved view for the line chart for my DEM03 Demand Forecast module i noticed that I only have 1 year of data for FY20. The requirement is asking for a view with 2 years of data (FY20 & FY21). I'm looking for some help in getting my formula correct.
What i did was i created a new line item in my DAT03 Historic Volumes to give me the volume for FY21. Like this:
Offset Volumes for 2nd Forecast Year:
IF 'SYS01 Time Settings By Week'.'2nd Forecast Year?' THEN OFFSET(Volumes, 52, 0) ELSE 0
(I simply removed the negative sign that was in front of the offset parameter for the 1st Year line item.)
Then in my DEM03 Demand Forecast module I entered this formula to give me the 2 year view:
IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 2nd Forecast Year'
I did not get an error, but i also did not get values in FY 21. Here's what my view looks like with the formula in there:
Thanks for your help. I also ended up getting some help on this one from a colleague of mine. He suggested I utilize the Default Forecast line item, which makes perfect sense. I don't know why I didn't think of this initially. So this resulted in using this formula which appears to be giving me the correct data in FY20 and also in FY21:
Baseline Forecast = 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)
This results in the following, where I have values in both FY20 & FY 21, and my FY21 values are from the Default Forecast line item :
@pmorgan 's post here has been very helpful indeed, but it leaves a feeling if you are doing the right thing. For anyone who wants an assurance that you are going for the right direction, here is the one. In task 18.104.22.168, on the second bullet point, along with creating the overriding architecture for volume amounts, you are asked to check if you are using the default forecast values from FY20 for FY21. So, this supports Paul's suggestion.