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Former Member

How to create initial budget/planning/forecast dataset in BOC?

Hi,

I am investigating possibilities from BOC. At the moment I am looking at planning.

I have created an actual dataset that for several stores that have sold different products using different channels in several months of the past year. Of course this one is created in a spreadsheet and uploaded to BOC.

What i would like to do now is create an initial planning dataset that uses the totals per store in the past year and distributes those totals over the months for the new year.

What is the smartest way to do this?

I looked at spread/distribute/allocation/value driver tree but I don't see how to use these options for that purpose even after looking at the videos on Youtube :(.
Allocation and Value driver tree are difficult to me.

Of course it is possible to copy the actual dataset in the spreadsheet and load this into BOC but i was hoping this could all be done in BOC.

Regards,

Marco

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1 Answer

  • Best Answer
    Mar 31, 2017 at 06:06 PM

    Hi Marco,

    Try this:

    Copy your Actual version to a private version

    "Save As" to Planning version category

    Copy / Paste data from 2017 into 2018 (make sure you select unbooked for the version / category and time dimensions)

    This will take the source 2017 distributions and copy it to 2018.

    To remove the 2017 plan data values you can go to the modeler, click the model and select clear. You can narrow down the clear to just 2017 and version public.planning

    Let me know how that goes.

    Thanks,

    John

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    • Former Member

      Hi John,

      I am trying to figure out what you meant.

      With a little trial-and-error I now understand how to copy data from one year from one version to another year and/or another version. Thanks.
      See the picture for the way I accomplished this. I selected 2015 and used Paste Special to copy this to 2016 and to 2018.

      Thanks.

      Marco

      boc-copy-year.png (34.8 kB)