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Just to add some info. Actuals and forecast data come from two different excel workbooks and are concatenated in the script when uploaded to QV. Actuals comes from the complete general ledger including all bookings made to it 2013Q1-2015Q1 (about 18m rows) while forecast is only is available on account level for two cost centers (responsibility) 2015Q2-2016Q1 (3,8k rows). While actuals and forecast both have the columns "account", "responsibility", and "effective_date" in the uploaded excel workbooks, values for actuals come from columns "Amount_Debit" and "Amount_Credit" and forecast from "Amount_Debit_Pr".
Furthermore, I had no problem to have an object to show both actuals and forecast in inherited state using
SUM(Amount_Debit_Pr) for forecast
and
SUM(Amount_Debit-Amount_Credit) for actuals