12 month rolling forecast report using FR

Hi All,
Could you all advice me on how I can create a 12 month rolling report using Financial Reports? Basically what we need is a report where we would be able to see across years, so for example if I were in March and running this report, I'd be able to see my forecasts from March this year up to Feb of the next year.
Thanks for all answers!

try to read this link. i hope this one will help you:
http://www.oracle.com/technology/obe/hyp_fr/fr_rolling_forecast/obe_rollingforecast.htm
Cheers,
LYN

Similar Messages

12 months rolling forecast

I am trying to write a calc script that should be able to do 12 months rolling forecast in one of our cubes.
The months are the fourth gen of dimension "Period", "Year" has FY07, FY08, FY09.... in it and the "Scenario" has projection, budget, forecast, actual, etc.
Can someone please help me out and tell me what do I have to write in my script to be able to do the forecasting.
Thanks in advance,
Bobby

1) put 0fiscper in the heading but your variables for the dynamic columns need to be set to the right type of text heading for that or you set it to characteristic value.
2) I could not get quarterly totals as
P1 P2 P3 Q1 P4 P5 P6 Q2 etc since the dynamic columns does not allow for BPS totals on quarterly in BPS layout definition but I use local Excel formula in layout definition in that at the last page of the layout definition, I count out 12 columns in the heading to figure out where the monthly amounts P12 ends and the following 4 columns I set up 4 Excel formula totals for sum(p1column:p3column), sum(p4column:p6column) etc. I tend to put the annual total after the 4 quarterly totals and specify the excel formulas as sum(p1column:p12column). If you want it even nicer since you don't know the number of rows of data, you would actually have something like:
IF(ISBLANK(A4),"",SUM(C4:E4))
Hope this helps,
Mary
Hope this helps.

Rolling month for webi report using Univ based on BEX Query

Dear Experts,
I'm new to OLAP universes.
We have a requirements of having last 12 months rolling for given measure(Key figure) in webi report using Univ based on Bex Query.
We require a calmonth (time dimension) object (restricted for last 12 months) where user can drag and drop on column section of cross-tab table. User should drag more than one Key figure ( for ex. sales rev and & qty sold) for each month
Could you please provide me the solution to do this?
Thanks
Akshara

Hi Henry,
Thank you for your response.
BEx query has not been created yet. we need to create accordingly and require your help in creating the same.
Regarding reporting requirements, User wants to have adhoc reporting with rolling months ( 12 months or 6 months) functionality. Users want to link any KF to this rolling months dimension.
If we can't have this, what is the alternative that we can propose to user.
Thanks
Akshara.

12 Months rolling forecast with prev. 4 month actuals - Integrated Planning

Hi,
What is the best practice for setting up a 12 month rolling planning with -4 months of actuals and +12 months of forecast with IP?
Let's think about a very basic setup, Cost Center planning:
- We have 2 infoproviders (for act/plan) and they are combined as a multiprovider and that is used on the aggregation level.
In the planning layout/query:
- On the lines Cost Elements are shown
- On the columns periods and keyfigures are shown.
The requirement is that actuals are shown for 4 previous months and planning is open & visible for the current month +11 months. We do not wish to show any actuals beside the figures for planning NOR old planned values beside the actuals for the previous months.
Versioning works as follows: Zero version is always open for planning and snapshots are loaded into different versions at a given point in time. Actuals are also loaded as version 0.
Value types are as usual: actual = 10, Plan = 20 and we use 0FISCPER for periods.
So the result should be that we'll show 16 periods for each line (cost element) with the 4 first columns as static cells displaying only actuals and the 12 latter as input ready cells open for planning.
All tips leading to workable solution are rewarded!
-Miikka

Hi
Miikka Åkerman
how are you set 4 first columns as static cells displaying only actuals and the 12 latter as input ready cells open for planning.?
and how about you designer cube that is include what characterices and key figure
you said
In the planning layout/query:
- On the lines Cost Elements are shown
- On the columns periods and keyfigures are shown.
this periods is set as a keyfigures?
Now I am face the same problem
how to set 4 first columns as static cells displaying only and how to set the 12 latter as input ready cells open for planning.?
if periods is move to next periods
how to rolling this plan ??
hope you can help me
thanks a million

Currency Translation - Rolling Forecast

Hi,
Scenario is: We're doing 13 months rolling forecast which goes beyond one year. When currency translation happens, as part of default logic, it converts the records only for the year of forecast (selected in current view) and not beyond the current view year.
For instance, if selected forecast period 2011.JAN, we expect user to input numbers from 2011.JAN through to 2012.JAN. System run the currency conversion package and translate records for periods 2011.JAN - 2011.DEC, and doesn't convert 2012.JAN because it is the next year (not selected in current view).
Following is the code I'm using in the FX Conversion package:
*RUN_PROGRAM CURR_CONVERSION
      CATEGORY     = %VERSION_SET%
      CURRENCY = USD
      TID_RA = %TIME_SET%
      RATEENTITY = GLOBAL
      OTHER = ENTITY=%CURRENCY_SET%
*ENDRUN_PROGRAM
Can you please suggest any resolution, i.e. how I can enhance the code to convert records whatever I get from runtime (template) and not just restricted to CV Year?
Many thanks,
Shabbar

Hi Shabbar,
While executing Currency translation, if you can select 13 months (say,from 2011.Jan to 2012.Jan ) in data manager parameter, Conversion executes for all 13 months as %TIME_SET% take value from your data manager prompt.
If you are identify %TIME_SET% based on Year in Category dimension, you can try below code.
*SELECT(%YEAR%, [YEAR], CATEGORY, "[ID]='FORECAST'")
*SELECT(%TIMEMBR%,[ID],TIME,"[YEAR]=%YEAR%")
*XDIM_MEMBERSET TIME=%TIMEMBR%,%YEAR+1%.JAN
//standard currency translation code.
If you are working on BPC NW 7.5, you can consider using TMVL(OFFSET,Time member) to define the scope.You can refer to http://help.sap.com/saphelp_bpc75_nw/helpdata/en/c8/d961d0dbfd4745af4b667279573702/content.htm for more details on TMVL.
Pls post here if you require further clarification.
Regards,
Kranthi

Show actual values before current month and forecast values after

This is a tricky one (but I guess it will be easy for you clever guys out there), so my apologies for the heading.
Thanks for reading.
I need to build a report in BEx (BW3.5) that does the following:
I will get actual values and forecast values for a year, grouped per period.
But in the report, I don't want to display the actual and forecast values of every period.
I want to display the actual values for the past, and the forecast values for the future.
So, if we are now in period 6 (which is June) all the actual values must be displayed for Jan, Feb, Apr and May.
But from June onwards to December, only the forecast must be displayed for each month.
Is this possible?
Thanks in advance, points will be assigned
Rudolph
Edit: This might help. The actual value is based on KF 0AMOUNT, where value type = 10. The forecast is based on the same KF, value type = 20, version = F2

Hi Rudolph,
No need to write any code for this one.
Have done couple of forecast reports using following logic.
Hope historical data getting from R/3 & Forecast values from APO.
these are seperate 2 keyfigures.
1.created restricted key figure (keyfigure1) for historical values & drag drop time characterstic with off set till date (means offset -6 to 0)
2.created restricted key figure (keyfigure2) for forecast values & drag drop time characterstic with off set till date (means offset +1 to +6).
create calculated keyfigure Add up above(keyfigure1+keyfigure2) two restricted keyfigure.
Thnx,
Vijay Reddy.

Need help in creating prompt for Month To Date Report.

Hi All I need to create a Month To Date Report using month(Start date & End date) as prompts, By default it has to run on the previous month data or if user selects his own range of dates then it has to bring the data for that range of dates ,one more thing is i am not showing the month and date columns on the report.Can any one help me how to create prompt for this in DeskI XIR2

Could you clarify some things? You are saying you are trying to transform the xml output of a webservice with an xsd, but an xsd is a schema that describes the allowed format of a xml file. If you want to transform xml from one format to an other (from one xsd to an other) you have to use a xsl file. You can make and test this with JDeveloper. Are you calling the webservice from esb or bpel?
Kind Regards,
Andre

Performance Report using OEM-11g

Hi All,
Is there any way to get the Monthly Database performance report using OEM Grid Control... I am able to grab only one week data in Historical option....
Thanks In advance

I have the same problem in OEM 11g, the calendar on the Performance tab - Historical selection - only shows "January 0" and can not be changed...a bug?
Oracle 11.2.0.2.0 database on AIX.
Using OEM Cloud 12c on some test instances again 11.2 on AIX and it works fine there.
Any updates?

Rolling 12 month report using FR

Hi All,
Could you all advice me on how I can create a 12 month rolling report using Financial Reports? Basically what we need is a report where we would be able to see across years, so for example if I were in March and running this report, I'd be able to see my forecasts from March this year up to Feb of the next year.
Thanks for all answers!

Hi,
I have 25 months listed - 12 for current year with months hardcoded and year as a sub variable, 12 for prior year with months hardcoded and year as a sub variable, and one for current month and current year and current month, both as sub variables. I have a custom formula in the column Y , cell [Y,2] which has curent month/current year:
IfThen([Y]=[A],1,IfThen([Y]=,2,IfThen([Y]=[C],3,IfThen([Y]=[D],4,IfThen([Y]=[E],5,IfThen([Y]=[F],6,IfThen([Y]=[G],7,IfThen([Y]=[H],8,IfThen([Y]=,9,IfThen([Y]=[J],10,IfThen([Y]=[K],11,12)))))))))))
Then I use conditional suppression by column. Our year starts in October, so in the column "A" I have Oct current year, in "B" - Nov current year etc. Suppression for Dec current year looks like that:
Suppress column if value in cell Y,2 < Value 3
Suppression for Dec prior year looks like that:
Suppress column if value in cell Y,2 >= Value 3
This approach has huge assumption that two months will not have exactly the same numbers. It's pretty safe, but not perfect. I came here looking for a better solution.

Report Painter: 12 month rolling

Hi all,
In SAP IDES, we have 12-month rolling under the library 0F1, 0F-EX001 12 months rolling.
The column of period, which is &0F-RP11 &0F-RY11 to &0F-RP00 &0F-RY00 ... When execute, this will display as follows: 1 2000, 2 2000, 3 2000, ... 12 2000, where 2000 is the fiscal year.
Question:
I tried to simulate the same setting, but my new report does not have enough column width to capture the variable (short text), but medium and long text is OK). But during running, no matter how I change the replort layout, like lead column, columns, etc ... the report still cannot cater the fiscal year variable.
Therfore, does anyone know how to "enlarge" the column width?
Thanks in advance.
sbmel

Hi
To change the column width of the report painter columns, follow the below steps:
1. Keep the cursor on the column header which you want to change
2. From the Menu, select Formatting->Columns
3. Change the value of the column width field to what you want
4. and press enter
This will change the column width of all the columns assigned to this Format group.
However if you want to change the column width of one particular column without changing the others, then you can follow the below steps:
1. Keep the cursor on the column header which you want to change
2. From the Menu, select Formatting->Columns
3. Change the Format group to say a different value which is not used in the report (say 04 or 05)
4. Change the column witdh
5. Press assign and press enter.
Hope this answers your question.
Regards

Rolling 18months report based on the month prompt.

Hi All,
In one of the requirements in OBIEE, I have to create a report of rolling 18months. Now the challenge is that I will not be taking sysdate in here to calculate the rolling 18 months. I need to take the value of a month prompt on dashboard for calculation and fetch the 18 months rolling data in the report.
E.g: If the user selects Dec-2009 in the month prompt on dashboard, I need to fetch data from July-2008(which is 18 months from Dec-2009) to Dec-2009.
I will be passing the value of the month prompt in a presentation variable in the report, but can I calculate the 18 months prior month on the fly to put in the filter to fetch data? If yes, then how?
I have also created a calculated logical column in the rpd that calculates 18 month earlier date for each date. Now the question arises, how to use filter on this column so that it selects only the month which will be 18 months prior to the selected month prompt on the dashboard so that the data gets fetched for the report?
Thanks in advance,
Sumita

Hi,
Please check out the following blog :
http://shivabizint.wordpress.com/2008/09/19/rolling-months-data-for-year-month-prompt-in-obiee/
Another way I have done it is follows,
On my time dimension, which is at day level, for each given row (day) I derived the rolling period start date and the rolling period end date (which was always previous friday for a given day).
I created a simple report with the following :
Day, Rolling 6mth Start Day, Rolling 12mth Start Day, Rolling 18thmth start day, Rolling End Date.
With day 'is prompted'
In the dashboard reports, you use complex filters to say the day range you are interested in is between 'Rolling X Start date' (6, 12 or 18mth) and Rolling Period End date on the filter query created in the step above.
When the dashboard prompt Go is selected, OBIEE runs the filter query to determine the start and end ranges and these are passed to the dashboard requests to achieve rolling period ranges from a Date prompt. - Im pretty sure you could use a similar method but using a month selector prompt, rather than my day prompt - The theory is the same.
Good luck !
Alastair

I had previously installed the trial adobe cc illustrator which expired months ago, can i re install on a month by month rolling contract so I can just use it for a month??

I had previously installed the trial adobe cc illustrator which expired months ago, can i re install on a month by month rolling contract so I can just use it for a month?? please help

Hi munzafeedback,
I have checked your order registered under your email ID posted here, it has a muse single App CC purchased on September 23rd 2013,
You have not yet activated it, the billing date is 23rd of each month(you will be charged on this date irrespective of the fcat that you are using it or not).
Incase you do not want to use it now, please get it cancelled as it is within 30 days of purchase.
If you plan to cancel it after 3o days of purchase, the subscription will attract cancellation fee .
Please go through the cancelation detail at :
http://helpx.adobe.com/x-productkb/policy-pricing/membership-subscription-troubleshooting- creative-cloud.html
Regards
Rajshree

Report using SOP

dear
can i configre a report using SOP and not run mrp only for running report and these are the fields which i require
These are the parameters required in that report
1. sales forecast(this is done annually with the monthly break up)
2. sales forecast value
3. actual sales
4 . diff between actual sales and forecasted
5.opening stock
6.purchanse ordering quantity per month
7.goods received
8.closing stock
9.stock index
sales forecast and purchanse ordering quantity are the forecast values which will be feed at the starting of the year
and stock index there is formula to calculate so is for that is there any user exit to calculate that is there any std report for this or using sop 2 get this report
can u pls help me in solving this issue
thanks in advance

1.Hi when you create a infostrucutre as mentioned above you will have 2 tables generated by the infostructure
Ex: you create a Infostructure called s999
2. In such case 2 set of tables will be generated s999 and s999e
3. You will have the values generated through the plannigtype in the tabels999
3.Using the s999 table you will be able to generate the report that are required.
4.When you have created your own info structure you can also use the standard Tcode MC9C - Reporting to get few reports
Kindly let us know if you need more details
Reg
Dsk

A Problem with Rolling forecast

Hi Experts,
Currently i have a problem in the Query Designer. Any help or suggestion will be very much appreciated.
The system that we have is BI 7.
What we want to have is a rolling forecast for the Profit and Loss Account.
It means that we will lock the previous periods against changes and open the coming periods for planning. In the query all 12 months have to be displayed.
For that purpose, I created 1 structure with 2 selections.
The 2 selections are
1. Closed Periods, which restricted to 0fiscper 001.2007-003.2007
2. Open periods, which restricted to 0fiscper 004.2007-012.2007.
Then I drill it down with 0fiscper so that I can see 12 months.
The problem is now that when I do not surpress the zeros, then I will see 2 times 12 months instead of only 12 months.
But on the other hand, I cannot surpress zero since I also want to see and be able to do planning on the zero values accounts (for example on the open periods).
Does anyone know how to solve this problem, so that I only see 12 months in my query, but also be able to see zero values on the open periods?
Otherwise, does anyone have any other solution to solve the rolling forecast? (any links or documentation?)
Thank you very much in advance.
Best regards,
Fen

Hi Venkat,
In the new BI Integrated, we can close and open the periods by put the indicator for close and open periods on the query designer.
The report that I am aiming for will look like this:
Closed Periods                               Open Periods
January         February      March     April       May      June    July ...... December
For that I created 1 Structure with 2 Selections.
The selections is restricted as follows:
Closed Periods --> 0fiscper 001.2007-003.2007
Open Periods ---> 0fiscper 004.2007-012.2007
and then I drill it down with 0fiscper.
But instead of giving me the periods that I restricted it gave me the following:
Closed Periods                    Open Periods
January   February March    January    February    March
Best regards,
Fen

Depreciation forecast report

Hello All,
I need a depreciation forecast report that gives me the depreciation by month. It needs to subtotal by cost center and asset class. Eg if cost center X has deprecaition of 5000 which is comprised of asset class A of $1000 Asset classs B of $1000 and Asset Class C of $ 3000. I need to see
Cost Center X Asset class A 1000
Cost Cener X Asset Class B 1000
Cost Center X Asset Class C 3000.
I was trying to use report S_ALR_87012936 to achive this but i can only achieve this when i run this report at a detailed level. When i run it on a summary level, the cost center is not available.
Is there a way i can achieve this?
Thanks,
Zaid Azam

Hi,
in report S_ALR_87012936 the summary level is more or less only a different layout and a reduced field catalogue. There is no performance improvement on the summary execution. This is different to the most other FI-AA standard reports.
So my proposal: run it on summary level, but create a layout according to your needs on the output list. Then you can start this report already as of the next time with the layout, or you can choose it on the output list any time you need it. If you need this, you could also default this individual layout.
Regards,
Markus

12 month rolling forecast report using FR

Similar Messages

Maybe you are looking for