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Jedox Ideas

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Status Future Consideration
Created by Guest
Created on Mar 9, 2023

Balance Carry Forward for planning periods longer than one year

Idea was raised from Mark Schildgen

Incorporate a Balance Forward for a planning horizon which is longer than one year. To keep this performant it is probably not necessary to plan all years on a monthly base, instead of that it could be a proper way just to plan on a yearly base for the later periods. Should be build up via rules to have the result instantly.

Mark suggested an approach with rule templates and attribute driven carry forward; more details need to be discussed, he is fine to spend time in a possibly necessary thinktank for that development.