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Forecast per Dimension for one Item in one period

How to work with Forecasts
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Flexible Forecast" which is available at Microsoft AppSource. Click to visit AppSource. Flexible Forecast

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Presenter: Sune Lohse, Chief Strategy Officer

This is what happens in the video

Forecasting per dimension in Business Central

If you forecast on a dimension value, the forecast per dimension view gives you a focused way to work. You set a single item and a fixed interval with a start date and an end date, and the view then shows all the lines per dimension code within that period.

This means that any sales orders or purchase orders falling within the interval will show up in the view. For example, if you set the interval to start from the first of January and update the view, you might see a total sales quantity of 60 on dimension code 11 and a total quantity sold of 5 on the same dimension.

When the forecast per dimension view makes sense

The view is useful when you work with dimensions and forecast per dimension for any reason, such as campaign handling. The view locks the period and locks the item number, and displays the numbers per dimension code.

In a typical scenario you might use a project code as the global dimension one. In the setup you can define whether the global one or global two dimension code should be used.

Q&A

What does the forecast per dimension view show?

It shows a single item over a fixed interval defined by a start date and an end date, with all lines displayed per dimension code. Any sales orders or purchase orders within the interval appear in the view.

When should you use the forecast per dimension view?

Use it when you work with dimensions and forecast per dimension, for example for campaign handling. The view locks the period and the item number and breaks the figures down per dimension code.

How do you choose which dimension the forecast uses?

In the setup you define whether the global one or global two dimension code should be used. For instance, you might use a project code as your global dimension one.

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