Revised Forecast

Revised Forecast

With the knowledge we gained from the Profitability Analysis we can now create a new Forecast. We will reduce the sales of Venus product and make some other changes to adjust the future sales numbers.

  1. Select the Table which was created in the previous section.

  2. Under Tools, click More, then Version Management.

  1. Move over to the Version Management settings oanel on the right.

  2. In case Forecast doesn’t show as an available version with the Public Version management panel, please select Data Refresh.

  3. Select the Copy icon next to Forecast in the version management panel.

  1. Enter the Version Name ForecastRevAft20Q1.

Note

A version is a set of data from the database, viewed in a table. To control who can access a version, you make the versions public, private, or shared. Version management control allows you to use the existing categories in a table to create new private versions.
  1. Select OK.

  1. Select Close at the bottom of the Version Management panel.

  2. Refresh the story so all charts will have the new version available by clicking the Data Refresh icon and choosing Data Refresh.

  1. Select the Product Sales per Date, Forecast chart.

  1. Within the right side Builder panel, scroll down to the Color section.

  2. Select on +Add Version.

  1. Select our new version ForecastRevAft201Q1.

  1. Select the Show As options beside ForecastRevAft201Q1.

  2. Select the Triangle display option for the new forecast.

  1. Our Bar Chart should now look like this:

  1. Select the PnL_NewAC### table chart.

  1. In the Chart Builder modify the Version filter by clicking on the filter option.

  1. Change from Actual and Forecast to Actual and ForecastRevAft20Q1

  1. Select OK

  2. Save your story

  3. Your charts should now look like this:

Modify the Forecast Version

  1. Put story in View mode (select Designer or View to come out of the panel builder if it is open)

  2. Within our PnL_Admin_NewAC### table chart, expand Actual (all) > Q1(2020) > All Product Lines.

  1. Copy the cell using the CTRL + C.

  2. Expand ForecastRevAft20Q1 (all).

  3. Expand 2020 (Depending on the size of your chart you may need to scroll across).

  4. Go to cell Q1 (2020) > All Product Lines.

  5. Paste the copied cell from Actuals Q1 (2020).

(If you have lost your copied cell, go back to cell Q1 2020 within Actuals and copy again)

  1. We see now that the values under ForecastRevAft20Q1 have been updated.

Note

Pasting this single value causes

  1. Expand Product Line - First Person Star (you may need to scroll back to the left to see your product lines).

  2. As we going to be working with the Forecast Grid, we can collapse the Actual values Grid.

  3. In cell Venus > Forecast > Q2 (2020) enter -25% (minus 25%) and hit the return key.

  1. We can then see that this cells value, which was previously 61,359, has been reduced by 25% to 46,019.

  2. Subsequently the other highlighted cells have been adjusted too.

  1. Go to cell Venus > Forecast > Q3 (2020) enter 0 and hit enter.

  2. Go to cell Venus / Forecast > Q4 (2020) enter 0 and hit enter.

  3. Following entering 0 you will see the reflected changes in all the relevant cells.

  1. Collapse First Person Star.

  1. Go to cell All Product Lines > Forecast > Q3(2020)

  2. Enter -10% (minus 10%).

  3. Hit Enter.

  4. The data values are automatically reduced by 10%.

  1. Right click on any cell in the same grid and select Table Functions, then select Value Lock Management.

  1. Select the Create Locks icon.

  1. Once you have clicked on Create Locks return to the grid chart.

  2. Go to cell Forecast > Role Game > Q3(2020).

(This selection will populate our Lock Management settings)

  1. Select Done.

  2. Select the cell All Product Lines > Forecast > Q3 (2020) enter -10% (minus 10%) and hit enter.

  3. Notice: How all other cells in this column decreased by 10% except for the Role Game cell that has the value 80,165 contained in it.

  1. Select on Value Lock Management Icon again

  2. In the Value Lock Management panel click Clear all

  3. In the Value Lock Management panel click Done

  1. In cell All Product Lines > Forecast > Q3 (2020) enter 399,128 and hit enter.

  2. Notice: All values within this column get increased, even the cell we had locked earlier.

Distribution

Distribution Values are ways of allocating values in a table to one or more target cells. These features can help you quickly book new values and adjust existing values in a table.

The Distribute functionality is contained in a Planning Panel.

  1. Select cell All Product lines > ForecastRevAft20Q1 > Q4 (2020)

  1. Under Tools, choose More then Distribute. This will bring up the Planning Panel on the right.

Note

The Planning Panel is used to set the distribution of values. This now gives us a value of
  1. Change the Distribution Key drop-down from Input Values to Input Weights.

Note

Now we will make our own distribution of values.
  1. Within the grid – Select the following Cells within Column Q3(2020).

  1. This will create boxes in the Where to? Planning Panel for First Person Star, Role Game, Sports, Strategy.

  2. Type the values from each cell into the relevant box in the Planning Panel.

  3. The Q4 value of 316,845 is now distributed to the product categories within the Q3 column based on the Q3 trend

  4. Setting the preview button at the top of this section allows us to see the updated values within the Grid.

  5. Select Apply to finish.

  1. Your table should now look like this:

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