You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

EPBCS - Trend Based Planning Calculation not working

Josh Valen
Josh Valen Green Ribbon
in Planning 4 comments

Summary: Trend Based Planning Calculation


Content (required): Hi everyone, I'm currently testing the OOTB Trend Based Planning for expenses. But when I select the following options (Year over Year Increase/Decrease, Monthly Growth, Prior Month Run Rate, Year over Year Increase/Decrease) the calculation isn't working. I'm pretty sure that I have actuals for the selected intersections on the current and prior fiscal year and it's aggregated.

Can someone also provide the logic or formula for the mentioned trending options?

Thanks!

Version (include the version you are using, if applicable): 23.06.60


Code Snippet (add any code snippets that support your topic, if applicable):

Tagged:

Best Answer

  • Vrutika Prajapati
    Vrutika Prajapati Silver Medal
    Accepted Answer

    Hi,

    Prior Month Run Rate, Monthly Growth, - works only for forecast. Year over Year Increase/Decrease - works only for plan.

    Please check what you are calculating.

    Also if possible send smartview adhoc which has actual combinations and target that you are checking at.

    PFA - formula sheet - the green & yellow marked ones has excel formula and highlighted with system number. Let me know if you have any doubt in understanding the formulas.

    Formula.xlsx


Answers