Quick Start Guided Demo
Introduction to SAC Planning
Story Telling
Build a Model
Profitability
Forecast
Data Actions
Value Driver Tree
Collaboration
Seamless Planning

Forecast Reporting

Objective

After completing this lesson, you will be able to create reporting for the Forecast.
  1. In the Main Menu bar select Files > My Files, then select your Story PnL_Admin_FirstReport.

  1. Select Edit to put the 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. Under View, click the Left Side Panel icon 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 (or the model you copied PnL_Admin_NEW_) is selected as your Data Source (if it isn’t, use the Select Model button to select the correct one).

  1. In the Accounts and Measures section, select + At least one Account required under Accounts.

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

  1. In the Accounts and Measures section, select + At least one Measure required under Measures.

  1. Select the Measure Measure_Admin.

  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. Select the following:

    • Ranges Type: Fixed
    • Granularity: Quarter
    • Date range: 2019, Q1 to 2020, Q4

Then select Set.

  1. The Date Dimension has an associated Hierarchy. We will filter on a Hierarchy level. Hover on the Date Dimension and select the Hierarchy icon then set Hierarchy level to Level 3.

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

  1. Set the Color dimension to Version.

  1. Under this Version dimension, select + Add Version.

  1. Select Forecast.

  1. Notice the change in our chart, you now have side by side columns comparing Actual and Forecast.

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

  1. Select + Add Version Time.

  1. Select Version from the dropdown.

  1. Select Actual from the Version dropdown under COMPARE (A), and select Forecast from the Version dropdown under TO (B).

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

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

  1. Save your story by selecting the Save icon > 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. Under Filters select + Add Filter.

  1. Select the Accounts Dimension.

  1. Expand Net Income > Operating Income > Gross Margin > Total Sales and select Product Sales, then click OK.

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

  1. Under Rows, select + Add Dimension.

  1. Select the Products Dimension.

  1. Under Columns, select + At least 1 Measure required.

  1. Select Measure_Admin.

  1. In your chart, expand All Product Lines.

  1. Under Columns select + Add Dimension

  1. Select Version.

  1. Under Filters select Version.

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

  1. Select + Add Dimensions under Columns again, to add another Dimension.

  1. Select Organization.

  1. Hover over the Organization Dimension that you just added, and select the Filter icon.

  1. Expand each of the continents, then select all of the countries listed individually. Then click OK.

  1. Select + Add Dimensions under Columns again, to add another Dimension.

  1. Select Date.

  1. Hover on the Date Dimension and select the Filter icon. Then select Filter by Range…

  1. In the Set Date Range for Date window, select the following:

    • Ranges Type: Fixed
    • Granularity: Year
    • Year 2020 to 2020

Then click Set.

  1. Remove Measures from Columns by selecting the X icon beside it (this will still be stored under Filters, this action just removes it from appearing as a column in the table, as it is not needed).

  1. Your Rows, Columns and Filters sections should now match what appears in this screenshot:

  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 by selecting the Save icon > Save.

  1. In the Main Menu bar select Files > My Files, then select your Story PnL_Admin_FirstReport.

  1. Select Edit to put the 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. Under View, click the Left Side Panel icon 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 (or the model you copied PnL_Admin_NEW_) is selected as your Data Source (if it isn’t, use the Select Model button to select the correct one).

  1. In the Accounts and Measures section, select + At least one Account required under Accounts.

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

  1. In the Accounts and Measures section, select + At least one Measure required under Measures.

  1. Select the Measure Measure_Admin.

  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. Select the following:

    • Ranges Type: Fixed
    • Granularity: Quarter
    • Date range: 2019, Q1 to 2020, Q4

Then select Set.

  1. The Date Dimension has an associated Hierarchy. We will filter on a Hierarchy level. Hover on the Date Dimension and select the Hierarchy icon then set Hierarchy level to Level 3.

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

  1. Set the Color dimension to Version.

  1. Under this Version dimension, select + Add Version.

  1. Select Forecast.

  1. Notice the change in our chart, you now have side by side columns comparing Actual and Forecast.

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

  1. Select + Add Version Time.

  1. Select Version from the dropdown.

  1. Select Actual from the Version dropdown under COMPARE (A), and select Forecast from the Version dropdown under TO (B).

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

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

  1. Save your story by selecting the Save icon > 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. Under Filters select + Add Filter.

  1. Select the Accounts Dimension.

  1. Expand Net Income > Operating Income > Gross Margin > Total Sales and select Product Sales, then click OK.

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

  1. Under Rows, select + Add Dimension.

  1. Select the Products Dimension.

  1. Under Columns, select + At least 1 Measure required.

  1. Select Measure_Admin.

  1. In your chart, expand All Product Lines.

  1. Under Columns select + Add Dimension

  1. Select Version.

  1. Under Filters select Version.

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

  1. Select + Add Dimensions under Columns again, to add another Dimension.

  1. Select Organization.

  1. Hover over the Organization Dimension that you just added, and select the Filter icon.

  1. Expand each of the continents, then select all of the countries listed individually. Then click OK.

  1. Select + Add Dimensions under Columns again, to add another Dimension.

  1. Select Date.

  1. Hover on the Date Dimension and select the Filter icon. Then select Filter by Range…

  1. In the Set Date Range for Date window, select the following:

    • Ranges Type: Fixed
    • Granularity: Year
    • Year 2020 to 2020

Then click Set.

  1. Remove Measures from Columns by selecting the X icon beside it (this will still be stored under Filters, this action just removes it from appearing as a column in the table, as it is not needed).

  1. Your Rows, Columns and Filters sections should now match what appears in this screenshot:

  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 by selecting the Save icon > Save.

Learning
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