Forecast Calculation

Hi Team,

I wanted to calculate expected value in forecast section in some scenarios based on opportunity. When i checked existing flow on click of "calculate closed and pipeline columns" it is calling StoredProcedure for adding some calculated values in forecastItemvalue table. I made modifications to that SP to add expected value. But when displaying is is not showing the expected values and just showing actual values present in forecastitemvalue table.

 

Please help me if i am going in wrong direction and is there any way to achieve this task.

Like 0

Like

2 comments

Most likely the stored procedure doesn't work because you have feature turned on that changes the logic of the calculation. It would be easier to turn it off and go with the SP.

Here is how to turn it off: 

update AdminUnitFeatureState set FeatureState = 0 where FeatureId in ('8892D623-0F8A-4E0F-BBC4-A64984CC896E', '723F1ECC-1C02-4B8F-A74C-B2FC922CF6C1')



After that I added calculation of the Expected in the Open Cur block (I made it static to test it):

Set @PlanAmount = 123

    insert into  ForecastItemValue (Id, ForecastIndicatorId,[Value], PeriodId, ForecastItemId)

    values (NEWID(), 'CBD311C7-6E1B-4324-BF21-192681349DDF', @PlanAmount, @PeriodId, @ForecastItemId)

ForecastIndicatorId is an id of the Expected type column. 



After pressing the button Recalculate the forecast column Expected was populated: http://prntscr.com/q9x4u3

 

Dennis Hudson,

Thank you for your help. My requirement is fulfilled by using existing feature in 7.15.1 in which we can calculate expected values based on conditions without using SP. 

Show all comments