Rolling Forecast

Question

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

Answer 1

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