2 Replies Latest reply on Aug 23, 2017 8:35 AM by Shruthi B S

    Convert Forecast into Actuals

    Shruthi B S

      Hi folks,

       

      I'm currently working on sales data where in i have Forecast and actual from different sources. My current requirement is if I'm reporting for a quarter, initially i will be showing the forecast values and once the month-1(of Qtr-1) passes the values should turn to actual sales leaving month-2 & 3 forecast values. Could you please provide me with some logic to achieve the same.

       

      Regards,

      Shruthi

        • 1. Re: Convert Forecast into Actuals
          Alexander Roussos

          Hi Shruthi,

           

          First of all it is easier to answer your question if you include a sample workbook to illustrate your question. However if I understand you correctly you have created a calculated field for the forecasted values. I would add an if statement which decides if you should display the forecasted value or the actual value.

           

           

          The answer also depends on what your data source looks like? Do you have daily/weekly/monthly sales data?

           

          /Alexander

          • 2. Re: Convert Forecast into Actuals
            Shruthi B S

            Alex,

             

            We have FY sales data -Week,month,qtr,year are the level of data captured. Forecast values are also directly available. Im trying to arrive at a logic which can fix my above requirement. I tried If stmt but its giving an error (not to use Boolean values) in If stmt.

            Is there any other logic to achieve the same.

             

            Shruthi