The Problem

You have moved actual Production data into the Plan cube in the Fishcakes International model, but you still have more to do.

The point of a plan is not simply to restate actuals, but to estimate the future. This requires doing various types of time series calculations.

Many companies like to produce reports combining actuals with projections. Numbers for past months represent actual performance; those for future months are best-guess projections.

Fishcakes International puts both types of data into one Plan cube. Actual values are derived through calculation statements that reference the Production cube; future months are calculated based on performance so far, combined with a month-by-month percentage change in production. Each future month's projection is calculated by applying the standard percentage change for that month to the value for the previous month.

In a spreadsheet, the calculation to adjust values on a monthly basis looks like this. In this section, you create such projections in TM1® using rules.

Screen showing a calculation to adjust values on a monthly basis.