Creating Rules for Forecasting in TM1

[compilersaysyes]

Hello:

I am new to TM1 and wanted to know if someone could please help me with a query.

I have built a P/L model for a company with figures from 2013. There is one line, "License Costs" where as a general rule, the figure will end up being 80% of "License Sales" going forward...2015...2016 etc.

Given that this is for future forecasting, not 2013 as I have the actual figures for this entered, where does this rule go?

Thank you in advance for your guidance.

[declanr]

You just need an if statement that does a lookup to whether the period is "actualised" or not, you can do the lookup a few different ways I tend to just have an attribute on the period dimension if its a single dimension or a lookup cube if its multiple dimensions.

Then your rule can simply be:

Code: Select all

['Licence Sales']=N:
             If ( AttrN ( 'Period', !Period, 'Actualised' ) = 1,
                            STET,
                            <YOUR RULE> );

[tomok]

You're just asking for trouble if you are building a forecasting/planning model and you mix Actuals and Plan/Forecast. They really should be separated into a dimension called "Version", or something like that. You can then have rules that reference "Actual" whenever it is needed for calculating a "Forecast" balance.