Ability to view actuals values replacing the forecast for a specific row

Requirement:

How to replace actual value of the forecasted measure for a specific row?

Solution :

1.      Create a Column Forecast measure with Retain Forecasts option enable. Refer Forecasting.

2.     After entering Forecast values as needed, Create the Row Forecast for the required Row by linking it. Refer Row Forecast

Assign the Linked Row for Closed Period.

3.      Now Hide the original Row .

4.      Next Click the Edit Newly created Forecast Row.

Disable “Include in Total” and select “Custom” from Evaluated Formula For and click “Config”

Select Exclude from the newly open window for Forecast.

5.      Now Forecast July Month.

  1. Update the Closing Period to July.

    7.      This will update the Forecast Row with Actual for the Forecast Value.

Frequently Asked Questions:

1.      Row Forecasting works with Reporting Matix?

No, For row forecasting you need Writeback Matrix.