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my approach is tackling this in the reports:

I have a column-header that changes between actual/foracst_xy/budget and then the background is highlighted (or not in case of actual) via conditional formatting in the spreadsheet software

Hi Rico,

I admit I only vaguely understand what you are aiming at. You mean a view with a rolling number of months? If so, then you can achieve this with an appropriate construction of your time dimension.

For, let's say, rolling 12 months it could look like this:

R12M_2011_12 consists of all months from 2011_01 until 2011_12.
R12M_2012_01 consists of R12M_2011_12 minus 2011_01 plus 2012_01.
R12M_2012_02 consists of R12M_2012_01 minus 2011_02 plus 2012_02,

and so on. Does that answer your question?

Regards
Holger

Hi Rico,

if you can wait until the Easter days have passed, I will have some time to help you in detail. If you like, just post your database (or a sample, as a private message or per email) together with some words explaining what you still need. I will have some time to look into it from Tuesday on. How about that?

Happy Easter days!
Holger

Hmm... Would it help to try and explain your problem in German? Maybe that would speed things up.

Regards
Holger

Hi

I did once something which I guess is similar to your problem.

My task was to set up a rolling forecast model where each month the forecast values should be replaced by actual values but to allow a comparison between the actuals and the latest forecast for a specific month.

My solution was:

Set up within the data cube one "Category"-Dimension which contains the elements "Actual", "Forecast" and "Rolling Forecast". "Actual" and "Forecast" are for input of the values, "Rolling forecast" will be taken from the "Actual" or "Forecast" element, depending on which period we have.
Therefore I set up a new cube with only the "Category" and "Time" dimension plus a new dimension (called "Basics") with only one element "ActualTick".

If then the specific period shall be calculated from Actual there is a "1" in the data cell, otherwise it is blank.

The values in the data cube for rolling forecast are then simply calculated by a rule like:

['Rolling Forecast'] = N:IF(PALO.DATA("Database_name","Basics","ActualTick",!'Time') >= 1,['Actual'],['Forecast'])

This would allow also other categories like variance Forecast - Actual or different Forecast versions like good, median, bad....

That's it and it works fine for me.
There might be other solutions and further ideas are welcome.

Greetz
Lars

what helps is a cleverly (TM) designed time dimension

I have a single one with years (consolidated elements), months (either YTD or within period) running consecutive

then I can use EPREV. I normally select the last period in my reports.

for your rolling reports you could select the last actual period and from there depending on the length of your rolling period you could use formulas together with EPREV/ENEXT to fetch the appropiate period and version

Hallo Rico,

sorry, ich hab gerade die Stelle gewechselt und deswegen länger nicht mehr ins Forum geschaut. Aber was anderes als was Axi schreibt würde ich auch nicht tun: Einen aktuellen Monat auswählen und dann mittels schlauer Formeln (Excel oder Palo) die zurückliegenden oder folgenden ausrechnen, und dann die Palo-Funktionen darauf beziehen. Das geht nicht mehr mit der "Ansicht einfügen"-Funktion, sollte man aber schön machen können.

Viel Erfolg
Holger

Hallo allerseits,

Wie wäre es denn, wenn man eine Dimension bastelt, die die 12 zu planenden Perioden mit allen möglichen (Zwischen-)Summen hat, und eine weitere Dimension die angibt wann geplant wurde...

Bsp.:
Die zu planenden Perioden lauten immer P1, P2, ..., P12 und meinetwegen Summe aus dem ganzen.
Die "Ist"-Periode lautet z.B. Mai 2011, Juni 2011.

...nur mal so als Gedanke...


Lars.