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.

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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

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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.
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All tips leading to workable solution are rewarded!
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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

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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
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      RATEENTITY = GLOBAL
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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?
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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.
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*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

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,
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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
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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

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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/

Rolling forecast and ZBB

Hi experts,
I want to know more about these two terms. How is it implemented in planning? I only know that :
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ZBB - Budgeting would begin from ground zero or zero base (Past data is not considered). That is all I know. Kindly, correct me on these two concepts if I am wrong.
Thanks

I have had a handful of clients do Zero Based budgets. Typically if you talk to the finance transformation gurus they will say that Zero based budgeting is not optimal - it's simply too time consuming. However, sometimes it is necessary.
The reason why a company's budget isn't just a snapshot of its rolling forecast, is because of change management, politics and internal pushback. The Budget process can often define how bonuses are paid out (over/under budget). I'm a fan of using your most recent forecast to seed your budget. Many forecasts are done at such a high-level they cannot be used to drive the budget, and the prior year's budget would either A) Require too much tweaking up/down, B) It makes politics all the more relevant in an organization - justifying why you need an extra 20k/month to run your department.
In reality, there is only a handful of options when we talk about budgeting - and the option each company goes with is championed by the CFO/VP of Finance, and pushed from the top down. Each has their merits.

Rolling Forecast

Hi,
I posted the same question at
Re: Rolling forecast budget application
In the rules/Calcs, What is the best way to run the calcs only for open periods?
By using a flag to indicate each open period
Or
For example in year1, I have actuals from Jan:Aug
By using 3 substitution variables like
&yr1range= sep:Dec
&yr2Range= Jan:Dec
&yr3range= Jan:Feb
If I use 3 variables like above how can I fix periods in the calc depending on year?
Help is greatly appreciated.
Thanks in advance

Hi Krishna,
You cannot make both fixes and use the exact same lines of logic similar to
FIX(&StartAssessmentYear,&ForecastMonths, ...)
FIX(&AssessmentYear2,&AssessmentYear3,@Relative(YearTotal,0))
/* logic */
ENDFIX
ENDFIX
The way fix statements work is they have the widest include you have performed meaning even though you have a few months in &ForecastMonths that YearTotal will include all 12 months for both &StartYear and &NextYear.
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FIX(&StartAssessmentYear,&ForecastMonths, ...)
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%Macro_Perform_Logic();
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Regards,
-John

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Hi all,
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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
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Hope this answers your question.
Regards

Re: Last 12 Months Rolling

Dear All,
I am using OBIEE 11g, Can any one help me pls..
i have two prompts like Year and Monthname..
For example: User selects 2013 June
report has to display last 12 months from selected month, that i achieved using supporter report. (ref:: Last N months(Rolling months) data By year-month prompt in OBIEE | OBIEE by Shiva Molabanti)
But here i have to allow user to select multiple months from the prompt.
if user selects 2013 April,May,June here i need to take the maximum month in our case it is June.
From june to last 12 months i need to display..
how can i do this..give me an idea pls
Regards,
Bhargav

Hi Bhar,
You are correct in your use of a "supporter report" You just have to use 2 columns in the supporter report.
Structure your supporter report in this way:
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year = User prompted year
Then in your final report, your filter is based on both column #1 of your supporter report, AND column #2 of your supporter report like so:
Month <= Col1 of supporter report
AND
Month > Col2 of supporter report.
Understand that this logic wont not work if the user selects wildly different months. ( 3 months from different decades )
have fun, please mark as helpful if this gets you on the right track. Otherwise post and I will try to clarify.

Rolling Forecast in HFM

Hi,
I am new to HFM and wanted to know what is meant by "rolling forecast" in HFM? Any help will be appreciated.
Thanks in advance.

You would want to pull the data from HFM at a higher level, such as parent entities and Parent Curr Total value. You could put these amounts in base members of Essbase or Planning and then produce your forecast off of them.
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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
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The actual data is correct for the periods it's just the text headings which are incorrect.
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On the variable I have Text Replacement as Characteristic value... but it still doesn't default to the values I was expecting.
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OBIEE 12 months rolling average

Hi,
I have a report requirement where i want to see 12 months rolling average for measure.
Report filter: Year, Period
Ex: If i select Month and Year Sept 2013 is given as filter, it should pull data from Oct 2012 to Sept 2013 and divide it by 12.
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Thanks in advacne.

hi,
A general procedure hierarchy you can use.
Create a hierarchy for time dimension, use time series function
ago("measure",level(12 months))
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Just gain the solution in RPD itself.
for more information visit here OBIEE -Time Series in OBIEE
Regards,
VG

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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
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Hi,
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Cheers,
Alp

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

Hi Sunny,
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Thanks
CK

12 months rolling forecast

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