You can create a chart to display a rolling forecast that updates dynamically when you change the Current period.
Create a rolling forecast for sales forecast figures over a 6-week period, for a one-year time frame. You can adapt this for different time frames and more complex use cases.
This is a process with three stages:
Create a Sales forecast module:
Note: Charts support a maximum of 200 items or data points. If you adapt this example, ensure your time does not exceed this.
Create a line chart based on the Current period:
START() < CURRENTPERIODSTART() + 42 AND START() >= CURRENTPERIODSTART()This sets the data as true for the Current period and the next 42 days (6 weeks). With your filter, this means that only data for the current period and the next 6 weeks displays.
Note: You can also show a timeframe that starts before the Current period as well as after. For example,
START() < CURRENTPERIODSTART() + 42 AND START() >= CURRENTPERIODSTART() – 21 displays a forecast for 21 days before the start of the Current period and 42 days after.
Change the Current period in the Time pane and refresh the dashboard. You can do this in designer mode or on the published dashboard. The timeframe moves to begin at the new Current period.
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