Dataset Type Selection

Use data type selections to determine what type(s) of data you want to include in the report. There are several default data types (Original , EOY, Actual, Flex, 30-Day/60-Day/90-Day, and up to 10 user-defined types). Some reports have selections for Multiple Items and Year End Forecast as well.

Type	Description
Multiple Items	Selecting Multiple Items creates a blended dataset that consists of the combination of up to four distinct dataset types. You determine which dataset types and the starting periods. Below is a sample of Options selected and the outcome on the report.
Actuals	Created after you input your actual data. Actual budgets can only be reference budgets, not working budgets.
Flex	System calculated, optimal performance dataset. Actual KBI volumes from the Actual dataset, and methodologies from the Original dataset are used to calculate expenses. The flex budget is used as a reference to see how well your division/department is performing. The flex budget is generated after you have entered your actual values and performed the Generate Flex Budget task.
Original	Original forecasted budget for the year. Once created, this dataset is frequently locked.
EOY	Updated original budget. This budget may be changed throughout the year as forecast volumes fluctuate. You can save multiple versions of the EOY Forecast as user-defined datasets. To create the EOY Forecast, you will copy from the Original budget to the EOY Forecast.
30 - 60 - 90	Created during the re-forecasting process.
Trailing 12 Forecast	Displays data for the previous 12 periods from the period selected.
User-defined (0-9)	Datasets that you define for your own use. For example, when you revise your budget, you may not want to overwrite the EOY Forecast, so you would create a new dataset. You can create up to 10 user-defined datasets.
Year-End Forecast	The Year-End Forecast selection also creates a blended dataset, where you determine the Last Period of Actuals that you have entered (which may be None) and RMS automatically adjusts the periods for 30, 60, and 90 and the Base Dataset for Flex. See table below for examples. Note: 30/60/90 data will only be visible if you selected Use 30/60/90 on the General tab of the Configure Property screen.