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SAP Analytics Sum Actuals and Budget Categories

Jul 28, 2017 at 06:57 PM

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Former Member

Hi everybody,

I have a demand to build a grid report that sums Actual and Budget columns with the following condition:

If there is "Actual" value on the month, then use the actual value.

If there isnt a "Actual" value on the month, then use the budget value (for upcoming months).

At the end to the report I need to show a result column with the sum of the year. Attached a image of the current report.

Attached a image of the current report.

I've being trying to achieve this for quite sometime without success. Any ideas of how i could tackle this problem?

Thank you!

<EDIT: File uploaded>

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Hi Pedro - I don't see an attachment; would you please re-upload?

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Former Member

Hello Tammy!

I've just edited and uploaded. Thank you for pointing it out!

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What is your data source? It might be easier to do this on the back end of the data model than in Analytics Cloud (just guessing at this point)

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Former Member

The Actuals are coming from a SAP Query from the ERP and the Budget values are being inputed directly on the SAP Analytics Cloud.

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Former Member
Aug 01, 2017 at 03:19 PM
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In a Planning model the method for having a Table that blends Actuals and either a Forecast/Rolling forecast version is built using the Calculation dimension. Start a new tab, add a table. In the columns select Calculations, add new calculation. In the Calculation pane, select the Forecast or Rolling Forecast as the basis for the result. Both give you different data, but use a "Cut-over Date" to manage the result you are looking to build. Its a little different than the HELP menu, so you might wish to ignore HELP.

Hope this helps.

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thanks Peter; will try

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