Scheduling a Forecast

To schedule a forecast:

1. From App Launcher, click the Forecast Controller tab to display the Forecast Controller Home page.
2. Select the forecast configuration you want to cover the forecast configuration for.
   1. Click New to add a new forecast configuration. For more information, see Creating a New Forecast Configuration
   2. Click Clone to copy the current forecast configuration. For more information, see Cloning a Forecast Configuration .
3. [Optional] Enter a configuration name for the forecast to rename the current configuration.
4. [Optional] Select a forecast dimension that determines whether a budget belongs to a group of forecast budgets.
5. [Optional] Select a specific type of forecast needed to generate forecast budgets.
6. [Optional] Select the mapping rule that turns actual data into budgets. This mapping rule is a container housing the settings for transforming dimensions.
   Warning:

   You cannot post when the forecast controller is running.

   Notes:

   Being a container it is preferable to use a real mapping rule from which budgets are created from actual data. If the budgets were created in a different way, then the following requirements must be taken into account when creating a mapping rule - container:

   • The mapping rule must be filled with the “Source Head Tag Dimension,” “Source Child Tag Dimension,” “Resulted Head Tag Dimension,” and the “Resulted Child Tag Dimension.”
   • In the “Source” section, there must be at least one setting with the “Header.” prefix. It is not necessary to use the “Header.” prefix in the “Result” section, but it needs to be in the “Source” section.
   • In the “Result” section, only lines that use source lines as a source are taken into account. For example, lines with “-reserved-” are ignored.
7. [Optional] Select a budget application to where all data will go that falls under the global filter but did not fall into one of the sorted budgets.
8. [Optional] Enter a global filter for source actual data for parent records in the Additional Source Head Filter field. For example, Name = 'FF Actual 2020 to CB Actual 2020'.
9. [Optional] Enter a global filter for source actual data for records of the second level. For example, ff_bp__Tag4Name__c.
10. [Optional] Enter an additional budget filter used for generating the forecast. For example, ff_bp__Tag4Name__c.
11. [Optional] Choose the frequency at which you want to schedule the forecasts.
    • The start date of the period for which you need to upload actual data to budgets.
    • The end date of the period for which you need to upload actual data to budgets.
12. The period section shows a list of periods to which the forecast is applied. For more information, see Examples.
13. Click Save to save the forecast configuration.
14. Click Run Forecast Generator to start and run the forecast controller.

Examples

Example 1 - When there are no whole periods between the start and end dates, then the forecast generation does not work.

Forecast Start Date	Forecast End Date	Periods
		Name	By	Start Date	End Date
January 13, 2021	February 19, 2021	-	-	-	-

Example 2 - Between the start and end dates, one period is specified in the table; in this case, the forecast generation will work only for the specified period.

Forecast Start Date	Forecast End Date	Periods
		Name	By	Start Date	End Date
December 9, 2020	February 19, 2021	01/21	2021	2021-01-01	2021-01-31

Example 3 - The start and end date fully cover the four periods indicated in the table therefore the forecast generation will work for the indicated periods.

Forecast Start Date	Forecast End Date	Periods
		Name	By	Start Date	End Date
December 1, 2020	March 31, 2021	12/20	2020	2020-12-01	2020-12-31
		01/21	2021	2021-01-01	2021-01-31
		02/21	2021	2021-02-01	2021-02-28
		03/21	2021	2021-03-01	2021-03-31