Note: | Only administrators can create and work with rolling forecasts. This includes the ability to see the rolling forecast option when designing a form, the ability to move a rolling forecast from the user interface, and the ability to delete or modify substitution variables. |
To design a form for a rolling forecast:
In the Layout tab, drop the Year and Period dimensions in the column axis.
Right click the column segment header and select Rolling Forecast Setup.
The Rolling Forecast Setup menu option is only available when the Year and Period are in the same grid axis (row or column).
In the Rolling Forecast Setup dialog box, enter the following information:
Table 19. Rolling Forecast Setup Options
The defined substitution variables are created, and additional column segments are created in the form that contain the substitution variable combinations for the rolling forecast.
Notes:
Substitution variables are based on the periods selected for the Start Year and Start Period. See About Selecting Substitution Variables as Members.
When designing a form, if the Rolling Forecast Setup dialog box is brought up from a row or column with the Year and Level 0 time period selected (for example,FY12/Jan), the Start Year and Start Period are automatically filled in. Values are not automatically filled in if members in the column are selected using functions, variables, or non-level-0 members.
To reuse the rolling forecast variables in a different form, right-click the column header in the new form to invoke the Member Selector.