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 YTD Actuals + YTG Forecast

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Apptio Community Member's profile image
Apptio Community Member posted Sun February 27, 2022 11:58 PM
Hi all,

New user here, trying to build a simple P&L type table with 12 columns for 12 months, that shows Actuals for the months from the start of the year to month selected in the master filter at the top of the page, and then Forecast for the future months.  I've come across a guide to calculate the number for the full year, but not to be able to show the monthly view in a table.  

I was wondering if there is a way to refer to the month of each column in a formula such as (if 'column month' <= master filter month, then report actuals, otherwise report forecast), but also no joy finding a way to do that.

Any thoughts greatly appreciated.

Steve
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Guillermo Cuadrado's profile image
Guillermo Cuadrado posted Mon February 28, 2022 02:15 AM  Best Answer
Hello @Steve Pawlowski,
In your report, you could add a data column with something like This_month_Forecast = If(Cost=0, Forecast, Cost)
If there are costs, it will display them, otherwise, it'll present the forecast value.
 
Another way of doing this is having a similar formula in the Forecast metric, assuming you have one.​
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Apptio Community Member posted Sun February 27, 2022 11:59 PM
I should clarify, this is in Cost Transparency.
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Apptio Community Member posted Tue March 01, 2022 01:12 AM
Thanks @Guillermo Cuadrado.  I have tried something along those lines.  The trouble I'm finding with that is say I've just about finished Feb actuals, I'd choose Feb from the master filter at the top of the page, and want to see Jul-Feb (YTD) as actuals, and Mar-Jun (YTG) as forecast.  However, I already have a couple of days worth of cost for March flowing into CT, so using the below logic, March would already start showing a meaningless cost number rather than the forecast for March.​
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Guillermo Cuadrado posted Thu March 03, 2022 08:23 AM
It has taken me a while to find something that works—to an extent. The solution is a bit complex, so I have written a blog post about it (link).
There is something I would still like to do, as the solution requires some manual intervention. I believe I can resolve it, but it'll take me a bit more time.
See if this works, @Steve Pawlowski, and let me know how it goes.​
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