Setting Rolling Quarter Forecast for EPBCS Planning Application
Out of box, EPBCS provides an option to set a monthly rolling forecast, we can enable it while creating an EPBCS planning application. Here is a little more information on that: https://docs.oracle.com/cloud/preview/pbcs_common/EPBCA/creating_the_application.htm#EPBCA-GUID-8B8D80E4-F64F-49D9-BF99-16781F6E7BA5 However, If we want to use a Quarterly rolling forecast instead of a Monthly one, there is no out of box way, but you can use a simple valid intersection to make it work, however, you have to ensure that all data forms are set to suppress on invalid data. Here is a default Scenario Year valid intersection, if you look at Rolling Forecast valid intersection it was auto-created for a valid year against a scenario for Rolling Forecast. We can add something similar to that, by bring periods in picture as well. Data form will not suppress rows based on valid intersections automatically, please ensure suppression on invalid data is checked