Insert forecast rows

Create row-level forecasts to predict outcomes at a detailed level, such as by region or product line. After creating a forecast measure, you can generate forecasts at the row level by inserting a forecast row.

Note

The Forecast row option is available only when the report contains forecast measures. For more information, see forecast measures.

In this article, you learn how to create and configure forecast rows.

Insert a forecast row

1. Select the row where you want to create the forecast.

2. Go to Planning > Insert Row > Forecast, or use the row gripper > Insert > Forecast Row.

1. In the Forecast configuration window, enter a row name and configure the required options.

2. Select Save to generate the forecast row.

Configure forecast row properties

You can configure the following options while creating a forecast row:

• Row name: Specifies the label for the forecast row.

• Insert As:

  • Single Row - Inserts a single forecast row.

  • Templated Row - Replicates the forecast row across all hierarchy levels.

• Closed period: Populate past or closed periods by:

  • Referencing another row: Select Linked Row in Closed Period and choose the row you want to refer.

  • Defining a formula: Select Formula in Closed Period and define the formula.

• Open period: Populate future periods using one of the following:

  • Linked row: Reference values from another row.

  • Formula: Define a formula for forecast values.

  • Data input: Manually enter forecast values with optional default values using a static value, another row, or a formula.

Select the Templated option when the row categories repeat across all levels of the hierarchy.

Configure forecast range

The forecast time frame is configured when you create a forecast measure. After configuring forecast row properties, select Next to define the forecast time range in Target Periods.

The Next option to configure the period range is available only when Data input is selected for the Open period.

You can configure the forecast range using one of the following options:

• Apply a single configuration for the entire period.

• Split the forecast into multiple time ranges using Add Range.

When splitting the forecast period, ensure that all time ranges together cover the entire forecasting duration. Otherwise, the forecast cannot be created.

Configure forecast source

• Set source: Choose how to populate forecast values:

  • Use a blank forecast (manual input)

  • Reference another row

• Source row: Select the row whose values will be used when sourcing by row.

• Operation: Define how forecast values are calculated:

  • Period range - Copy values from a selected time range.

  • Single period - Use values from a specific period.

  • Average of period range - Use the average of selected periods.

Edit and update a forecast row

You can edit an existing forecast row by selecting the edit icon on the row. The side panel opens as shown below, where you can update the following properties:

• Edit the Title as needed.

• Re-configure Period Settings to update forecast values for closed and open periods.

• Configure Scaling Factor, Bind for Cross filter/RLS, Include in total, Allow Input and Description.

For more information, see data input row properties. After making the required changes, select Update.