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. |
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. |
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 |