Sales Forecast Movements

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Sales Forecast Movements

Post  kyllonnoc on Tue Feb 02, 2010 4:56 pm

First time forum poster, I've read The Data Warehouse Toolkit (very informative) but I'm struggling to conceptualise one of my companies analytic requirements.

We have a sales forecast report that lists which orders are forecasted to drop in a particular time frame. One of the requirements for the data warehouse is to store this information on a month by month/quarter by quarter basis and highlight the movements that occur. For example, in January, Order A was forecasted to drop in June but then in Febuary a sales person changes the expected drop date to July. A user, running the report in Febuary, must be able to see that a movement has occured for that Order.

This is how I was thinking of doing it...

I have a FactOrders table with the columns FactID, OrderID, DropDateID, OrderValue and it would look like this for Order A:

FactID,OrderID,DropDateID,OrderValue
1, OrderA, 2010-06-01, 1000.00
2, OrderA, 2010-07-01, 1000.00

Doing it this way would obviously mess up my monthly totals for June so I was thinking of adding a third row to negate the original, like this:

FactID,OrderID,DropDateID,OrderValue
1, OrderA, 2010-06-01, 1000.00
2, OrderA, 2010-06-01, -1000.00
3, OrderA, 2010-07-01, 1000.00


As I am new at this I am concerned that I am over complicating the whole thing so any input would be much appreciated!

Many thanks,
Kevin

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Re: Sales Forecast Movements

Post  BoxesAndLines on Wed Feb 03, 2010 8:51 pm

You could do a snapshot fact. Much like checking account balances, the order value would not be additive across snapshots. This approach would depend on the transaction volume.
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