SAP Analytics Cloud for planning - Efficient way to create a Projection based in Actuals YTD

[guenay]

Hello everyone,

I have a task at hand that involves creating projection based on year-to-date (YTD) actuals.

Allow me to elaborate:

We currently possess the actual data up to March (the last financially closed month).

Our objective is to aggregate the actual values from January to March and divide them by 3 (as there are 3 closed months). Subsequently, this result needs to be propagated to every month in the projection version.

In the subsequent month, April, we will repeat the process by summing up the actuals and dividing them by 4, and so forth.

I have considered aggregating the values by date and then dividing them accordingly, or perhaps using conditional statements to determine the appropriate divisor. However, I am uncertain if this is the most efficient or elegant approach to accomplish the task.

How would you suggest setting up the data action?

I look forward to hearing your thoughts.

Best regards, Ismail

[N1kh1l]

@guenay 

So you sum the closed Actual months and calculate the average of it and spread it to the remaining months of the year?

I am not sure how do you identify the closed month. Is it an attribute/ user parameter/systemdate? Once you have identified the closed month using any method above, you just need to do 2 IF condition. Visit this thread and you will get a hint. here closed month was passed as user parameter.

https://community.sap.com/t5/technology-q-a/how-to-calculate-user-defined-average-in-data-action-in-...

Br.

Nikhil

[guenay]

Thanks for your response. I will check it and come back with feedback.