Mmmm. Hard one. How do I take a value and then use it for all periods from now on in a Rolling Forecast environment. For example, I have a change I want to apply to a rate that is then to be used from now until the end of the rolling forecast.
|Price Change %||10.0%||10.0%||10.0%|
|Accum Price Change %||10.0%||10.0%||21.0%||21.0%||33.1%|
So in the above example, we have two years and 3 months from each. We have a price we are setting in Oct ($100) and then plan price increases in Nov, Jan and Mar (if only that was reality). Obviously the price changes need to be cumulative.
So how do we write the rule to do the accumulation. First of all we need to have both a “Prev Period” attribute in our Month dimension that we can interrogate via an ATTRS.
Then we insert a rule like the following:
‘Current Forecast’,’Accum Price Change %’ ,’Amount’] = N:
(1 + DB(‘Gross Profit’, !Year, !Month, !Scenario, ‘Price Change %’, !Cost Centre, !Planning Product, !Measures) ) *
(1 + DB(‘Gross Profit’, SUBST(ATTRS(‘Period’,!Month|’ ‘|!Year,’Prev Period’),5,4), SUBST(ATTRS(‘Period’,!Month|’ ‘|!Year,’Prev Period’),1,3), !Scenario, !GP Planning Account, !Cost Centre, !Planning Product, !Measures))
So the maths behind this is a = (( 1 + b) * (1 + c)) – 1, where a is the Accumulated Price Change %, b is the Price Change % and c is last months Accumulated Price Change %.