Note: Switchover dates do not relate to your model’s Current Period in Time
For example, you can view actual data for Q1 sales (Jan 20, Feb 20, and Mar 20) in the table below. Bold values in Sales represent editable data.
Jan 20 | Feb 20 | Mar 20 | Apr 20 | May 20 | Jun 20 | |
Sales | 4,388 | 3,655 | 2,100 | 0 | 0 | 0 |
At the switchover date (Apr 20), actual data merges with forecast data for Q2 sales. Bold values in Sales represent editable data.
Jan 20 | Feb 20 | Mar 20 | Apr 20 | May 20 | Jun 20 | |
Sales | 4,388 | 3,655 | 2,100 | 5,000 | 5,500 | 6,230 |
Warning: If actual data is available before the switchover date, it replaces any forecast data.
To set up a switchover date:
- Select Versions
in the model settings bar. - Set a switchover date for your version in the Switchover column.
Note: You cannot set a switchover date for the Actual version in your model.
If you want to remove a switchover date, double-click the Switchover column, then use Backspace
on your keyboard to delete the date.