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.

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.

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

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.
It is possible to do a rolling forecast entirely within HFM, but it would involve extensive Rules. Basically you would write rules to apply forecast logic to the actuals and populate a new scenario with the result. This becomes difficult with more detail in the forecast logic.

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

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 :
Rolling forecast - will try to maintain the forecasting period. For example, if period is from jan to dec and once the month (say jan 2011) passes by, we will take into account (Jan 2012) so that we will always be forecasting for 12 months.
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.
What you can do assuming this is a business rule is make a macro and then call the macro.
FIX(&StartAssessmentYear,&ForecastMonths, ...)
%Macro_Perform_Logic();
ENDFIX
FIX(&AssessmentYear2,&AssessmentYear3,@Relative(YearTotal,0))
%Macro_Perform_Logic();
ENDFIX
A macro is basically exactly like a rule with the exception that you can include macros in rules or other macros and you can pass parameters to macros as well. In this instance the macro does not require parameters.
Regards,
-John

Regarding SAP BPC Rolling Forecast Template

Hi,
How are you?. I have created annual budget templates and top to botoom contribution templates.
Now my requirement is Rolling forecast template to create.
Can anybody please help me out of how to create rolling forecast template.
Thank you and please provide sample Document.

Hi Srini,
Please download the below mention document:
https://docs.google.com/viewer?a=v&pid=explorer&chrome=true&srcid=0B1-Py2CC_vJBYjJjMjY0MTgtM2UxZS00MDRmLTllZjktOWRmZWEzOGNjNzY4&hl=en_US
I hope this will solve your problem.
Anil

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

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

Rolling forecase for Actual and Plan

Hi
Iam working on Rolling Forecast for Actual and Plan report.. My Planning here is Quaterly based so for example say we plan it on April so the months after april (May - Dec) would be Planning. So when my month keeps on moving the forecase also moves..
So can you please guys help me to get out of this with an solution..
Thanks

Hi,
If you are using BI-IP for your scenario of forecasting then you can refer to the below links for forecatsing strategies.
http://help.sap.com/saphelp_nw70/helpdata/en/43/0c033316cd2bc4e10000000a114cbd/frameset.htm
for forecasting strategies
http://help.sap.com/saphelp_nw70/helpdata/en/43/0c033316cd2bc4e10000000a114cbd/frameset.htm
If you are using SEM-BPS you can consult these links:
http://help.sap.com/saphelp_sem60ep1/helpdata/en/0a/242537cedf2056e10000009b38f936/frameset.htm
http://help.sap.com/saphelp_sem60ep1/helpdata/en/0a/242537cedf2056e10000009b38f936/frameset.htm
Forecast (old)
http://help.sap.com/saphelp_sem60ep1/helpdata/en/0a/242537cedf2056e10000009b38f936/frameset.htm
Forecast(Exit)
http://help.sap.com/saphelp_sem60ep1/helpdata/en/0a/242537cedf2056e10000009b38f936/frameset.htm
Regards,
Priyanka Singh

SEM BPS Requirements

Does someone have any list of questions to ask during SEM BPS requirements gathering session for new planning process?

1. who plans
2. what is planned, what do the users want to change: quantity / value / ...
3. how ofthen do they plan / is the planning based on a rolling forecast
4. what is the planning horizon / how far in the future do they want to plan
5. How do users select the data they want to plan / what are the relevant selection criteria
6. Do they want to plan on the web or on the GUI
7. What do they want to see when they are planning / do they want to see actuals of past months ?
8. If they want to see actuals of past months / where should this data come from (already in BW / from flat files / ...)
9. Which reports do they want: version comparision / actual - forecast comparison
10. What is the planning process, is there a hierarchy of planners / are plans consolidated and then changed on a higher level
11. Which additional functions should be available to the users (calculations / distribution / ...)
This should give you a good start.
Please assign points if this solved your question,
Best Regards,
Filip

BPS-Cost center planning

Hi,
Iam new to BPS, if anyone could help me in sending the step by step guide to prepare cost center planing/rolling forecast would be highly appreciated,
Thanks
Imran

Hi Imran,
Welcome to SDN,
Refer to the best practices scenario at the below link, for CC planning.
http://help.sap.com/bp_biv335/BI_EN/html/BW/CostCtrPlan.htm

Which SAP BPS Class?

Hello,
I am in the process of learning BPS and I am wondering what the difference is between SAP's BW370 an SEM215 courses? I already have knowledge of BW, but am wondering which of these two classes is necessary for me to enter a BPS job.
Do I require both or is one of them enough?
I would appreciate any information.

Gentlemen,
If I may add my 2 cents worth at this late stage, given my experience as an Instructor SAP Academies ...
In my considered opinion, these are two different sides of the planning component within (what used to be SEM Planning, and is now) BI Planning.
BW 370 focusses more on the BI-IP functionality aspect of planning and to a lesser extent on the nuances & intricacies of working with SAP-delivered Planning Applications, which is what SEM215 focusses on.
The objective of SEM215 is, I quote,
"- The application of the knowledge gained from BW370 or TBW45 to business issues in accounting issues and implementing them with SEM-BPS
- The analysis focuses on integrating subplans such as sales and profit planning, profit center, overhead cost, personnel cost, investment, balance sheet and liquidity planning into a business plan."
If you will, I'd probably look at BW370 as breadth (of functionality) and SEM215 as depth (of usage & application); and is intended as a follow-on course ...
Assuming that you're looking to engage in on-site consulting, I'd say that a key success factor, (obviously in addition to the knowledge of functionality) is the ability to better map business concepts and requirements to the system using the connections available within SEM/ BPS.
This in my view is the utility of SEM215
I quote the curriculum for your reference ...
BW370
Status and tracking system
Setting up planning structures and observing modeling aspects
Setting up customizing and executing planning functions
Setting up a planning query that is ready for input using the BEx Query Designer
Integrating the plan query in different end user interfaces
Displaying different query tools in the planning context
Using the characteristics relationships to integrate correct business characteristics relationships in the planning
Integrating the status and tracking system as a monitoring tool in the planning
SEM215
Sales and profit planning with hierarchies and variables as part of top-down and bottom-up planning as well as rolling forecast modeling approaches.
Overhead cost planning with primary and secondary costs.
Balance sheet planning using financial planning functions.
Personnel cost planning.
Investment planning for new units and their simulated depreciation
Integrating profit center accounting to the other subplans.
Liquidity planning and cash flow analyses.
Assessing business key figures for success-oriented enterprise controlling.
Showing how the subplans interact with a Web interface as part of a planning folder.
Showing various retractions such as cost center retraction and investment retraction.
As you can see, the orientation is quite different; and I concur with the thought that one does require the foundation of BW370 to provide breadth before one goes off diving into the depths
There, my rather long-winded tupenny worth
Rgds
/Anand Murthy
What I've conveniently ignored is the fact that BW370 is all about the way forward (IP etc.) while SEM215 is still mired in the BW 3.5-ish world. So, you're not going to do work on the latest & greatest environment. Yet, the content is valuable & the understanding can be carried thru' into your working env. (tho' u might end up doing a sh*t-load of config to re-create the self same Planning Apps in BI 7.0 IP). I'm sure that this'll change pretty soon, as SAP's already brought a few Planning Apps over (B/S Plg comes to mind), albeit in a somewhat skeletal manner; so you can be sure that the rest'll follow pretty soon.
There!
Now, I'm truly done!
Cheers!

WEBI - unverses: create rolling measures

hi all,
i'm working with webi on olap universes on bex queries.
i need to create a rolling measure that, for every year/month, aggregates the current month and the previous 11 (every month contain the values of an year).
i used this code creating a new object in universe:
<EXPRESSION>(AGGREGATE([0CALMONTH].CurrentMember.Lag(11):[0CALMONTH].CurrentMember,[Measures].[4NQFO211SO3LFWE1RV0PLRFXR]) )</EXPRESSION>
but it doesn't work well.
do you have ideas to correct my code?
thanks all!

Hi,
1)To have a range of months as input
2)Create a table in which for each month in the range (in rows), the following 12 months of forecast are displayed (in columns)
As far as I know EXITs based on input from user are still not supported.
Probably it is not the classic rolling forecast scenario, but this is why I told "It depends on complexity of report".
>> EXIT Variables with Input are supported. the part that is not supported in XI 3.1 is the fact that the default value is set in the prompting dialog but the user will receive the values.
To me the scenario clearly requires an EXIT variable as otherwise you can not leverage the system date from the BW system and you are back to having to ask for 2 dates as a date range.
if you want to create 12 keyfigures or 1 - that depends to some degree on what the report is supposed to look like and what the user is supposed to be able to do with the data.
regards
Ingo

Rolling Forecast in BPS

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