Forecast – XLCubed Blog

Rolling Actual and Forecast Reporting

Ambika Aggarwal — Tue, 27 Aug 2019 12:24:01 +0000

It’s a very common requirement in financial reporting to show actual and forecast data by month across the entire year. Often, we are focusing on the expected year end position so we will want to use the actual data where it exists, and the forecast data where it doesn’t so that the year-end total becomes […]

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Rolling Forecast reporting in Excel

XLCubed — Wed, 27 Mar 2013 10:10:49 +0000

In monthly reporting for the current year the most pertinent numbers for closed periods are the actuals, and for open or future months the forecast. In most cubes actual and forecast (or budget) are implemented as either different measures, or as part of a scenario hierarchy. This can lead to challenges in reporting, where putting […]

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Asymmetric grid reporting

XLCubed — Mon, 06 Aug 2012 15:50:14 +0000

A common scenario for Analysis Services reporting is to want to present different measures for different members, particularly in budgeting and planning. So I want a grid that shows actuals for previous month, budget for this month and forecasts for future months. This could be achieved in the cube, by using a “Phasing” measure to switch to the different values but quite […]

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