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Knowledge and Support - Adaptive Insights

Totaling Actuals And Budget On A Report

Question

We have a report that mixes the Actuals and forecast in the months column, e.g. Jan - Feb (Actuals) , March – Dec (Forecast). We would like to create a Total column in the report, e.g. Jan - Feb Actuals + Feb – Dec Forecast, is this possible in Adaptive?

Answer

Are Actuals for January and February displayed in the Forecast version? If this is the case, if you include the Forecast version in the report, the report will display Actuals for January and February and Forecast data for the rest of the year by default.

If Actuals are not displayed in the Forecast version, then you would need to create the report using two segments. The first segment would contain the Actuals version and January and February. The second segment would contain the Forecast version and March through December. With current functionality, it is not possible to total the values of two segments. As a workaround, you might consider creating a new Forecast version for reporting purposes that displays Actuals data. When you create a new version, it will be a clone of whichever version is currently the default version. So, you could set the Forecast version as the default and then create a new version called 'Forecast w/ Actuals For Reporting" with March 2013 as the Start of Plan and use this version in your reports.

 
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