on 07-28-2017 7:57 PM
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>
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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