Forecast Reporting

Objective

After completing this lesson, you will be able to create reporting for the forecast

  1. Navigate to Main Menu > Files > My Files

  2. Open Story PnL_Admin_FirstReport Put story in Edit Mode

  1. Select the + Add button next to the Profit tab and select Add Canvas Page.

  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 asset from the left side panel onto the canvas.

  1. Ensure your model PnL_Admin_XXX is selected as your Data Source (if it isn’t, use the Select Model button to select the correct one).

  1. Scroll down to the Accounts and Measures section.

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

  1. Select the Account Product Sales (Expand Net Income > Operating Income > Gross Margin > Total Sales > Product Sales).

  1. Select + At least one Measure Required option under Measures.

  1. Select the Measure Measure_AdminXXX.

  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 the following:

  • Set the Ranges Type to Fixed.

  • Granularity to Quarter

  • Date range from 2019, Q1 to 2020, Q4

  1. Select Set.

  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 still 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 Organization.

  1. Hover over the Organization dimension that you just added, and select the Manage filters icon.

  1. Expand each of the continent drop-downs, then select all of the countries listed individually. Then select OK.

  1. Select + Add Dimensions under Columns again.

  1. Select Date

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

  1. Set the date Ranges Type to Fixed.

  2. Filter Date by range Year 2020 to 2020.

  3. Select Set.

  1. Expand each section of the chart to view the data (if you scroll further to the right you will see the Forecast data alongside it also). The table should appear similar to what is shown here:

  1. Save your Story under File > Save.

  1. Navigate to Main Menu > Files > My Files

  2. Open Story PnL_Admin_FirstReport Put story in Edit Mode

  1. Select the + Add button next to the Profit tab and select Add Canvas Page.

  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 asset from the left side panel onto the canvas.

  1. Ensure your model PnL_Admin_NEWXXX is selected as your Data Source (if it isn’t, use the Select Model button to select the correct one).

  1. Scroll down to the Accounts and Measures section.

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

  1. Select the Account Product Sales (Expand Net Income > Operating Income > Gross Margin > Total Sales > Product Sales).

  1. Select + At least one Measure Required option under Measures.

  1. Select the Measure Measure_AdminXXX.

  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 the following:

  • Set the Ranges Type to Fixed.

  • Granularity to Quarter

  • Date range from 2019, Q1 to 2020, Q4

  1. Select Set.

  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 still 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 Organization.

  1. Hover over the Organization dimension that you just added, and select the Manage filters icon.

  1. Expand each of the continent drop-downs, then select all of the countries listed individually. Then select OK.

  1. Select + Add Dimensions under Columns again.

  1. Select Date

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

  1. Set the date Ranges Type to Fixed.

  2. Filter Date by range Year 2020 to 2020.

  3. Select Set.

  1. Expand each section of the chart to view the data (if you scroll further to the right you will see the Forecast data alongside it also). The table should appear similar to what is shown here:

  1. Save your Story under File > Save.

Learning
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