Drilling Through Reporting on Preloaded and Forecast Scenarios

Drill Through Reporting on Preloaded and Forecast Scenarios Populated with Seeded Data

To populate Preloaded and Forecast scenarios, it is likely that you will seed data from another source or sources. Once the scenarios are seeded (populated) with data, you can use the Scenario dimension and the Preloaded and Forecast scenario dimension members in your Dynamic report.

For Preloaded scenarios, Entity, Doc Ref, Lines, and Sublines do not exist so they will not be seeded or displayed in a Dynamic report.

For Forecast scenarios, Doc Ref is set to Data Seeding. Lines and Sublines are displayed if they are seeded from the source scenario (depending on Scenario Setup), otherwise they are empty. If populated, in the Operational Planning tab (shown below), you can optionally turn off Ref Lines and Sublines. The report will be re-rendered to remove associated rows and columns. To turn off Sublines and Ref Lines, uncheck the boxes under Setup (shown in the image below) and click Apply Changes.

When you drill on a Preloaded or Forecast scenario, the seeded data is displayed under the Operational Planning or GL Data Loads tab depending on where the data is input from.

For Preloaded scenarios, if the Seed ETL Direct CC Data option (shown below) is selected when adding the scenario, both LC (local currency) and CC (common currency) data are displayed in the drill-through. If not selected, only LC data with currency conversions (if applied during the data load) is displayed.

Access the Scenario Add page by navigating to Maintenance > Scenario > Scenario Setup > Add.