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COPA rolling forecast report

I need to create a COPA rolling forecast report with variables for Plan Actual field, Period so for example

if current period is 01 then period 02 to 12 will be planning data based on plan version at point of entry

if current period is 05 then period 01 to 05 is actual's and periods 06 to 12 is planning data

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2 Answers

  • Posted on Jun 27, 2018 at 04:48 PM

    Hi Victoria,

    I suggest that you use a period based rule.

    From within the PCM user interface - dimensions.

    Just create a new period and the update the period rule with code to select and step through the periodic values.

    Kind Regards,

    John

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  • Posted on Oct 13, 2018 at 11:45 AM

    Hi John,

    Thank you for your responce, please can you elaborate on your answer above, just to be clear this is for a COPA report

    Regards

    Vicki

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