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

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.

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

A hierachy with several characteristics in Integrated Planning

Hi gurus!
Have you been able to implement an input-ready query with a hierarchy for several characteristics in row area?
I have two characteristics, 0SEM_POSIT and 0ACCOUNT and the requirement is that plan figures should be posted to 0SEM_POSIT but history data should be read from different 0ACCOUNT values for different companies even if they use the same template to plan their values. I have added 0SEM_POSIT as an external hierarchy characteristic to 0ACCOUNT info-object and created a hierarchy for 0ACCOUNT in which hierarchy nodes are defined as 0SEM_POSIT values.
However, if I use an aggregation level in my query, which has characteristic 0SEM_POSIT, hierarchy nodes are not input-ready (unless I use disaggregation, which is not possible if I want to post to 0SEM_POSIT).
Am I missing something or is it simply impossible to configure such a multidimensional query with a hierarchy? I didn't find any solution for this in SAP documentation.
Greatful for your answers, points guaranteed for helpful messages!
Sari

Thank you Gregor for you reply!
I tested 0ACCOUNT hierarchy with different kind of aggregation levels and 0SEM_POSIT as external hierarchy nodes and noticed that it was not possible to make nodes postable in a way that the values would have posted to 0SEM_POSIT. Finally i found also sap documentation telling me the same, so I decided to change my course with this:)
I have used disaggregation in many layouts, but it didn't fit here, because of several reasons. The main reason is, that several 'companies' (they all have their own comp_code in sap) use this layout. They all have different characteristic relationships between 0ACCOUNT and 0SEM_POSIT even if they use same 0ACCOUNT values. If I had used 0ACCOUNT hierarchy in my layout (different hierarchy for different 0COMP_CODE), I could have defined different accounts for each company to a hierarchy node in their own 0ACCOUNT hierarchy. The users should not have been able to see 0ACCOUNT-level though, which would have meant that the analysis item could not have been activated for navigation (only hierachy nodes would have been visible and 0ACCOUNT level would have been hided). Even if there would have been disaggregation, the users would not have known about it. The problem is, that disaggregation takes time and I think the users would not have been pleased to wait for refresh especially when they would not have known a disaggregation takes place.
Another problem would have been, that there is only one way to define the disaggregation in a query column. My requirement is that user is able to choose between two different ways to disaggregate planned values to lower organisation level (according to last year budget or actual data). That means that I have to have two planning functions in my layout for the user to choose for.
I desided to create characteristic relationship based on user exit. I will use 0SEM_POSIT as row characteristic in higher organisational levels to plan for. To derive the right 0SEM_POSIT to each 0ACCOUNT value in profit center level, characteristic relationship source characteristics are profit_ctr (which I can use for determining what the company is) and 0ACCOUNT and target characteristic is 0SEM_POSIT. I created a DSO to load different 0SEM_POSIT values for each account for different companies. I read the values from dso table when deriving 0SEM_POSIT.
Points assigned to your kind answer, Gregor!
Sari

12 Month rolling Variance formula

Hi,
I have been struggling with writing a member formula for variance of 12 month rolling Budget vs Prior Year Actual. My substituion variables are &CurrMonth, &PriorMonth, &CurrYear and &PriorYear. I am probably able to get 12 month trailing with the below given formula
@Sumrange(Budget,Dec:&PriorMonth->&LastYear),@Sumrange(Budget,&CurMonth:Jan->&ThisYear);
the challange is how to get variance between this and Actual of Prior Year. Can I give this calculation a name (like "12 month trailing"), so that I can use the formula
@Var("12 month trailing",(&CurrYear->Actual));
Any other simpler ways of doing it would be appreciated. Any ideas as to how this can be done in EPMA, as of now I am using the formulas in the Outline.

Hi,
You can use variables in business rules but unfortunately not in member formulas. You can however paste the firs formula to a dynamic calc member and call this member from the second dynamic calc member. But mind you, the second one should be two pass calc.
Cheers,
Alp

How to print calendar for the year with one month a page in sharepoint 2010?

Currently, I can print a SharePoint 2010 calendar one page at time when the month view is displayed. Is there an easy way to print all the months at once with one month on each page?
Thanks for any tips!

I can't vouch for it but a useful looking CodePlex project might help with this.
If you've permissions to install it and test, have a look at this. It does mention Calendars specifically too.
http://spprintribbonbutton.codeplex.com/
I'd be interested in your feedback for this one.
Steven Andrews
SharePoint Business Analyst: LiveNation Entertainment
Blog: baron72.wordpress.com
Twitter: Follow @backpackerd00d
My Wiki Articles:
CodePlex Corner Series
Please remember to mark your question as "answered" if this solves (or helps) your problem.

Rolling Forecast in BPS

Hi,
I have problem with creating the rolling forecast with Actual data.
For example I have the forecast data being dynamic with a variable attached [006.2007 to 012.2007] and have actual data with a variable [001.2007 to 005.2007]. I have the forecast variable in the Planning Level and have selected dynamic in the layout - which works, but for actuals I'm not getting it to be dynamic without using the offsets and creating each one separately. What I want is having both being dynamic so that the Admin person only needs to change the variables then the layout. Any ideas would be appreciated.

Thanks alot, that was it!!!, I didn't think you could have set the variable when SAP turned the field grey, guess they have changed it for BPS.
I will award you the full points, I only have one final issue with the rolling forecast, is that the titles in column's all have the starting value from the variable and not the dynamic value.
Actual : 001.2006 to 004.2006 only show's 001.2006 for all four columns
Forecast : 005.2006 to 12.2006 only show's 005.2006 for the remainder.
The actual data is correct for the periods it's just the text headings which are incorrect.
I have set the following in the layout,Dynamic for 0FISCPER and text replacement Key.
On the variable I have Text Replacement as Characteristic value... but it still doesn't default to the values I was expecting.
Thanks once again for solving this for me.

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

Integrated planning configuration guide

Hi,
I would appreciate if anybody could send me a configuration guide witha general scenario for integrated planning.I tried the best practice side ,but the sales planning/cost center planning(planning scenarios ) are for bps
regards
savi

As per my understanding functional config. remain the same ,however the technical configuration for IP is different from BPS.
<b>Check below for Modelling Scenarios -</b>
http://help.sap.com/saphelp_nw2004s/helpdata/en/43/1d2440301a06f4e10000000a422035/frameset.htm
<b>Sales Planning & Sales Analysis</b>
http://help.sap.com/bp_biv335/BI_EN/html/BW/SalesPlan.htm
Hope it Helps
Chetan
@CP..

Integrated planning-config guide for a scenario

hi,
Aappreciate if sombody could help me out witha configuration guide for integrated planning for scenarios of cost/profit planning etc...i tried best practice side but the docs were more of BPS
email id:[email protected]
regards
savi

This could be useful.
http://help.sap.com/bp_biv335/BI_EN/html/BW/SalesPlan.htm

Input query with dynamic actual & forecast values by month per year

Hello,
I am working on a Input ready query for a forecasting application which shows both actuals and forecast numbers and the user will revise the forecast numbers by month
Requirement: I want to build a Input query for monthly forecasting for the current year. It will be dynamic rolling of months with actuals & forecast data.
E.g. My report has 12 months for the current year
and if run the report in May, the months before May has to show the actuals and the months after May has to show the old forecast data so that the user will revise the numbers again in each month and save the data to the real time cube.
Jan.Feb.Mar.Apr.May.Jun.Jul.Aug.Sept.Nov.Dec
Act Act Act Act Act Old frcst for the remaining months
user will revise forecast for these months
So, i am able to create Input query with all restricted key figures( plan kf has change mode set to change, actual kf are not set change) and calculate key figures and all the logic is done on dynamically moving/rolling the data based on the input month of the year.
But the problem is that i am using cal kf to dynamically roll months, i was not able to set the change option for the cal kf.
So, how can i make sure that the dynamically changed plan months will open for entering forecast and the actuals months not to change?
Do you guys have any better solutions in implementing it?
I really appreciate it your input....:)
Thanks,
Srini

Hi,
Please look at the following DOC which may be useful to you and if so please grant me point.
Regards,
SUbha'
Input-Ready Query
Use
You use input-ready queries to create applications for manual planning. These can range from simple data entry scenarios to complex planning applications.
Integration
You define a query that you want to use for manual planning in the BEx Query Designer (see Defining New Queries).
In the Web Application Designer or the BEx Analyzer, you can combine the input-ready queries with other queries and planning functions to create complex planning applications.
Prerequisites
You can define an input-ready query on any of the following InfoProviders:
●     Aggregation levels (see Aggregation Levels)
●     MultiProviders that include at least one simple aggregation level
The aggregation levels are created in the planning modeler; MultiProviders are defined in the modeling functional area of the Data Warehousing Workbench.
Features
Definition of an Input-Ready Query
Once you have defined a query on an InfoProvider, you see the Planning tab page under the Properties of structural components (for example, in key figures or restricted key figures). The options provided there allow you to determine which structural components of an input-ready query are to be input ready at runtime and which are not. With structural components that are not input ready, you can also determine whether these components are viewed as reference data or are just protected against manual entry.
For the structural components, you also have the following options:
Input readiness of structural components of a query
Option
Description
Not input ready (reference data)
If they are being used as reference data, the structural components are not protected by data locks to ensure exclusive access for one user because this data serves as a reference for many users.
This is the default setting.
Not input ready (no reference data)
If you want to protect structural components against manual entries but allow changes by planning functions, you can use locks to protect this data for one particular user. In this way you can ensure that the planning function works with the displayed data only and not with data that has been changed by other users.
Input ready
You can also determine whether an input ready query is to be started in change mode or in display mode. You find this property in the Query Properties on the Planning tab page. If there is at least one input-ready query component, the query (as long as it has not been determined otherwise) is started in display mode.
In BI applications that use input ready queries as data providers, you can enter data manually at runtime. For more information, see Performing Manual Planning and Creation of Planning Applications.
Example
You want to create an input-ready query for manual planning for a plan-actual comparison of revenues for a set of products. You want the plan data in a real-time-enabled InfoCube and the actual data in a standard InfoCube.
       1.      Create a MultiProvider that includes the InfoCubes for the plan and actual data.
       2.      Define an aggregation level on the MultiProvider which contains the characteristic Product and the key figure Revenue.
       3.      On the aggregation level, create two restricted key figures Plan Revenue and Actual Revenue. For restriction, choose the characteristic 0INFOPROV and restrict it to the plan or actual InfoCube.
       4.      Add the restricted key figures to the key figure structure. Insert Product into the rows. For Plan Revenue, choose Input Ready for the input-readiness option. For Actual Revenue, choose the option Not Input Ready (Reference Data).
       5.      In the query properties, set the indicator that determines whether the queries are started in display or change mode as required.
Example of an input-ready query
Product
Plan Revenue
Actual Revenue
P01
20
P02
30
If you want to keep actual and plan data in a real-time enabled InfoCube, you do not require a MultiProvider for the task described above. Create an aggregation level on the InfoCube and define the input-ready query for the aggregation level. In the example above, a version characteristic acts as the InfoProvider. Create restricted key figures with the plan or actual version and proceed as in the previous example.

Compare turnover actual month with previous month on monthly based report

Hello Gurus,
please help me with the following requirment:
In have a monthly based report with key figure 'turnover'. Now I want to calculate deviation turnover actual month vs turnover previous month from last year. How to handle this?
Example:
                         CalYear/Month
                         01.2010   02.2010   03.2010   04.2010
Turnover              10            20            15            20
Calculated          xxxx         xxxx       xxxx         xxx
Thank you very much!
Muammer

Hello voodi,
it doesn't work. With offset function it shows the turnover only in the columns from last year. I need the turnover from last year in the columns from this year. Any ideas?
Expected:
                               CalYear/Month
                                     01.2010   02.2010   03.2010   04.2010
Turnover                          10            20            15             20
Turnover last year        xxxxx      xxxxx      xxxxxx    xxxxx
With offset -12
                            CalYear/Month
                                      01.2009         02.2010     ...               01.2010   02.2010   03.2010   04.2010
Turnover                           20               50           ....                    10            20            15             20
Turnover last year            20               50           ...                  blank         blank       blank         blank
Thank you!
Muammer

Query with 12 month roll up

Hi,
Can anyone let me know how to create a query with 12 month roll up offset.
Thanks,
Sunny.

Hi Sunny,
Create a restricted KF with a variable restrictions on Fiscal Year Period (0FISCPER) or Calander Month (0CALMONTH) whicever is present in your Infocube .
The Characterstic Variable used on Fiscal Year Period (or Calander Month) should be Single Value, Mandatory and Ready for Input.
The Fiscal Year Period Restriction on the KF should be a Value Range
From Value - Variable with offset of ( -11)
To Value - Variable Value (this value will be entered by User)
This will display the Rolling 12 value if you want to divide it by 12.
Create a Formula and divide the above Restricted KF by 12 to get Rolling 12.
Thanks
CK

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

12 Month Moving Average and 12 months rolling average

Hi All,
please let me know what is difference 12 Month Moving Average and 12 months rolling average
can i get 1 example to achieve the solution

Hey suneel,
Both average are more or less same, for better understanding. go through below link, where you can get some clarifications.
http://www.brighthubpm.com/project-planning/111351-guide-to-computing-rolling-averages-for-business-forecasts/

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

Similar Messages

Maybe you are looking for