
Re: Rolling Forecast Formula
Manish Kachhia Sep 2, 2014 9:40 AM (in response to jörn kunz)Provide sample data please...

Re: Rolling Forecast Formula
jörn kunz Sep 2, 2014 9:50 AM (in response to Manish Kachhia )What sample Data you Need?


Re: Rolling Forecast Formula
Jonathan Poole Sep 2, 2014 9:56 AM (in response to jörn kunz)It seems this would work.
Actuals: sum ( {$<Nature={'ACTUAL'}>} Amount)
Forecast: sum ( {$<Nature={'FORECAST'}>} Amount)

Re: Rolling Forecast Formula
jörn kunz Sep 2, 2014 10:22 AM (in response to Jonathan Poole )but These formulas Shows me the whole amounts, but how can Combine the time Feature inside.
Actuals Show me the Amount (Actual) from JanJun
Forecasts Show me the Amount (Forecast) from JulDec.

Re: Rolling Forecast Formula
Jonathan Poole Sep 2, 2014 10:53 AM (in response to jörn kunz)Ok . I think you are asking for JanJun numbers for actuals and JulDec numbers for forecast. Because the small data set you provided only has actuals for the janjun number and only forecast numbers for the juldec numbers the following would work. If your actual data set is different then you should post a representative data set.
If you just want to know the syntax to be more explicit with months you can try this. Add as many months in the list as you need.
Actuals: sum ( {$<Nature={'ACTUAL'}, Month={'Jan','Juni'}>} Amount)
Forecast: sum ( {$<Nature={'FORECAST'},Month={'Juli','August'}>} Amount)

Re: Rolling Forecast Formula
jörn kunz Sep 2, 2014 12:09 PM (in response to Jonathan Poole )Thank you for the formulas
But how I get the current Date into the Formular
Actuals: sum({$<Nature={'ACTUAL'}, Month={'Jan', 'Juni'} Amount)
How I get here, that 'Jan' is always the first month and
'Juni' Shows the selected month. And I Need then the 'Jan', 'Feb', 'Mar', 'April', 'Mai', 'Juni'.
Forecast: sum({$<Nature={'FORECAST'}, Month={'Juli', 'August'}>} Amount)
Juli Shows the currentMonth+1 and August always the December.
I hope you understand what I mean.
Thanks

Re: Rolling Forecast Formula
Jonathan Poole Sep 2, 2014 12:51 PM (in response to jörn kunz)In this example, Month is a numeric field in the data model from 1  12 depending which month. Current month is Septermber which is Month=9.
If you have a Month number field in your data model you can use this:
Forecast: sum( {$<Month = {'> $(=num(month(today())))' }>} Sales)
Actuals: sum( {$<Month = {'<= $(=num(month(today())))' }>} Sales)



