Edit forecast settings
Keep forecasts aligned with reporting cycles by editing the forecast period, managing closed periods, configuring aggregation, and defining how actuals update forecast results.
Editing forecasts
Go to Planning> Insert Column > Manage Measures and select the edit icon for the forecast measure.
Forecasts can be edited by selecting Edit Measure from the column gripper.
To extend or shorten the open period, select the end period from Forecast Period.
The open forecast is shortened till Q3, and the Q4 forecast is removed.
Use Closed Period Range to reopen forecasts. Select the period up to which closed forecasts should be reopened.
Select Reset closed period range to reopen all closed forecast periods.
The Q2 forecast is reopened.
To change the values used to populate open and closed forecasts, select Re-configure and edit the default value configuration.
Set forecast aggregation for column totals
When the grand total or subtotal columns are enabled, configure how the forecast measure total is calculated.
Set Aggregate total to All Periods to calculate the total as the sum of open and closed forecast periods.
Set Aggregate total to Closed Periods to calculate the total as the sum of closed forecast periods.
In the same way, set Aggregate total to Open Periods to include only open forecasts in the total.
Control forecast updates from actuals
Define how the forecast responds as actuals are loaded. Choose to replace forecast values with actuals or keep forecast values unchanged.
To replace forecasted values with actuals as they become available, the Closed Period configuration must be set to Measure.
Choose Overwrite forecasts to replace forecasted values with actuals when the forecast for that period is closed.
To preserve forecasted values, choose Retain forecasts.
Select Retain blank values to leave empty forecast cells unchanged when the forecast is closed.
When the forecast is closed, blank values are replaced with actuals unless explicitly retained.
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