Forecast Reporting

Forecast Reporting

  1. Navigate to Main Menu > Files > My Files

  2. Open Story PnL_Admin###_FirstReport Put story in Edit Mode

Note

If you are running this module standalone, navigate to
  1. Add Canvas page (if you don’t see the + button hover to the right of Profit)

  1. Select the dropdown arrow that appears beside Page_3.

  1. Select Edit Title.

  1. Rename the page to Forecast.

  1. Click the Left Side Panel button to display a list of assets which can be added to the report.

  1. Drag and Drop the chart icon from the Left Side Panel onto the canvas

  1. Ensure PnL_Admin_NEW### is selected as your Data Source.

  2. If it isn’t, use the Select Model button to select the correct one.

  1. Scroll down to Accounts and Dimensions section.

  2. Select + At least one Account Required option under Accounts

  1. Select Measure Product Sales (Net Income - Operating Income - Gross Margin - Total Sales - Product Sales).

  1. Under Dimensions, select + Add Dimension.

  1. Select Date.

  1. Select the Filter option by hovering on Date Dimension and selecting the filter icon that appears. Then select Filter by Range.

  1. Set Type to Fixed

  2. Set the following:

  • Granularity to Quarter

  • Date range from 2019, Q1 to 2020, Q4

  1. Select OK.

  1. The Date Dimension has an associated Hierarchy. We will filter on a Hierarchy level.

  2. Hover on the Date dimension and select the Hierarchy icon.

  3. Set Hierarchy level for the Date dimension to Level 3.

  1. Under Color, select + Add Dimension/Account.

  1. Set the Color dimension to Version.

  1. Under the Color section, select + Add Version.

  1. Select Forecast

  1. Notice the change in the side by side columns in our chart.

  1. In the Builder panel, under Chart Add-Ons, choose Variance…

  1. Select + Add Version Time to choose the 1st version.

  1. Choose Version from the dropdown.

  1. Choose Actual from the Version dropdown under COMPARE (A).

  2. Choose Forecast from the Version dropdown under TO (B).

  1. Under Display Options, Select the Percentage radio button and set Decimal Places to 1 and then select Done.

  1. Resize the chart by dragging on the bottom right hand side corner of the chart.

  2. Review chart including the variance.

  1. Save your story by selecting File > Save.

Create Sales view

  1. Remaining in the same story and on the Forecast tab, add a table to the canvas next to the variance chart.

  1. Remove Accounts from Rows by selecting the X icon beside it.

  1. Under Filters select Accounts (1).

  1. Set the Filters for Accounts to Product Sales. (Net Income > Operating Income > Gross Margin > Total Sales > Product Sales).

  2. Then select OK.

  1. Under Rows, select + Add Dimensions.

  1. Select Products to add the dimension to rows.

  1. In your chart, expand All Product Lines.

  1. Add Version to Columns if not already there.

  2. Select + Add Dimensions under Columns and select Version.

  1. Under Filters select Version (1).

  1. Select Forecast to add it to the filter and then select OK.

  1. Select + Add Dimensions under Columns.

  1. Select Date

  1. Hover on the Date dimension and select the Manage Filter icon. Then select Filter by Range.

  1. Set the Date Range Type to Fixed.

  2. Filter Date by range Year 2020 to 2020.

  3. Select OK.

  1. Expand each section of the chart. It should look similar to what is shown here:

  1. Save your Story under File > Save.

Learning

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