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    • Inforiver Writeback Matrix April 2025 - v4.4.2
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    • Inforiver Writeback Matrix March 2025 - v4.3 - Time series formulae
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    • Inforiver Writeback Matrix December 2024- v3.8 - Improved Scheduler Performance & Other Enhancements
    • Inforiver Writeback Matrix December 2024 - v3.7 - Merge rows, new rounding functions & More
    • Inforiver Writeback Matrix November 2024 - v3.6.2 - Import from Google Sheets & More
    • Inforiver Writeback Matrix October 2024 - v3.6 - Approval Workflows & Other Enhancements
    • Inforiver Writeback Matrix October 2024 - v3.5 - Lookup visuals & more
    • Inforiver Reporting Matrix Nov 2024 - v3.3 - Variables
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On this page
  • 1. Creating a series
  • i. From scratch (ZBB)
  • ii. Based on an existing series
  • 2. Allocate totals
  • i) Equal
  • ii) Weight
  • 3. Lock values
  • i) Lock this cell
  • ii) Lock all children
  • iii) Lock row
  • iv) Lock multiple cells
  • v) Unlock
  • 4. Edit period values
  • i) Copy
  • ii) Trend

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  1. Working with Inforiver
  2. 7. Planning, budgeting & forecasting

Budgeting & allocations

PreviousScenarios (Writeback Matrix only)NextForecasting

Last updated 2 months ago

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Inforiver provides an intuitive way of performing planning, budgeting & allocations through an editable table interface. You can create a new plan/budget based on an existing data series or from scratch (Zero-based Budgeting). While using hierarchies, you can spread data entered on a parent cell to its descendants (rows & columns), based on weights from other measures.

1. Creating a series

Let's first look at the ways of creating a new series.

i. From scratch (ZBB)

Let’s assume you would like to create a zero-based budget for the year 2023.

This can be achieved by creating a data input column as mentioned in the section . The result is shown in the below image.

ii. Based on an existing series

Let’s take an example where we would like to create a 2023 Plan based on the 2022 Plan (or the most recent forecast).

2. Allocate totals

In this example, let's consider a zero-based budget for 2023.

Enter a value of 290m as the Q1 2023 Budget in the formula bar by double-clicking on the cell.

The equal and weight options are not shown when you click on a cell at the child level.

i) Equal

a) After entering the value in the formula bar, press 'Enter'. By default, the values get distributed equally across all the categories and subcategories. Inforiver automatically highlights the updated values.

Note that the values have been rolled up to the grand total (Grand total -> 2023 Budget).

b) Let's consider another example where we enter a budget at the grand total level. Double-click on the highlighted cell and enter 1.2b.

c) Once you click 'Enter', you can see the value distributed equally across categories, subcategories and quarters.

ii) Weight

In this case, we don't need an equal distribution. We need to allocate the budget proportionally based on 2022 actuals.

a) Click on the context menu appearing on the cell with the value 1,200.0 and choose ‘Distribute by weights of 2022 Actuals’.

b) Once this option is selected, the 2023 Budget values are updated automatically across product categories & quarters by their relative contribution to 2022 Actuals.

3. Lock values

Values in data input columns can be locked either at a cell level or including all children (at a subtotal/total level). The cells that are locked are not affected by any of the allocation methods.

  • Report users will be able to lock and unlock cells in read view. They will not however be able to unlock cells that were locked by the report author.

i) Lock this cell

Let’s consider a business case – There is an overall budget for 2023 which is distributed to the categories based on 2022 Actuals. Certain categories and their sub-categories have a fixed budget, and the budget has to be reallocated once these changes are made. Budgets for Juices and Soda are 500m and 350m respectively.

This can be easily achieved using Inforiver as shown below.

a) Double-click on the Juices -> 2023 Budget cell and update the value as shown below.

b) Once you press enter, click on the context menu and select 'Lock this cell'.

c) The cell is greyed out indicating that it is locked from further changes.

d) Update the budgets for Soda and lock the cell. Note that the overall budget has now become 1.28b.

e) Let’s enter 1.2b again as the overall budget. The budgets get redistributed as shown below.

ii) Lock all children

In some cases, you might want to lock all the children for a particular cell. For example, all the children across rows such as sub-regions and/or across columns such as quarters might need to be locked.

Lock all children option is not shown when you click on a cell at the child level.

a) Click on Beverages -> 2023 Budget, and select 'Lock all children' from the context menu.

b) All the child cells get locked as shown in the below image.

c) Let's update the overall budget and see the effect on the child cells.

d) The increase gets applied to Water and its subcategories across all quarters.

e) You can also lock at the sub-category level using the lock all children option. Note that only in the case of the grand total, the lock all children option is available.

f) The four quarters are locked including the grand total cell.

iii) Lock row

After creating a new measure titled 2023 Budget, click on the row gripper and select Lock Row to lock the entire row.

The entire row is now greyed out, indicating that it is locked and updates are disabled:

iv) Lock multiple cells

In order to lock multiple cells, ctrl + click the required cells. Click on the lock icon and select Lock selected cells from the drop-down.

The cells that are locked are highlighted:

v) Unlock

a) To unlock a locked cell, select 'Unlock this cell' from the context menu.

b) The selected cell gets unlocked.

c) All children of a locked cell can be unlocked by selecting the 'Unlock all children' option from the context menu.

d) All the cells including the quarters are unlocked.

e) To unlock a row when measure in rows in enabled, click on the row gripper and select Unlock Row.

f) To unlock multiple cells, ctrl + click the cells and click on Unlock selected cells.

4. Edit period values

On clicking a child cell, you can see that there is different context menu. There are two preset options to update cell values. You can copy the same cell value across rows or columns or apply a trend.

If these options do not satisfy your requirements, you can customize your cells manually.

i) Copy

You can copy the current cell value and apply it to other cells using the following options:

  • Copy until the last row in the row category

  • Copy to all rows in the row category

  • Copy to all rows

  • Copy until the last column in the column category

  • Copy to all columns in the column category

Note that the options shown in the below image are enabled only when there are two or more categories in the rows and columns.

Let's take a simpler example - with two categories (Product category and subcategory) in the rows and Quarters in the column.

a) On selecting 'Copy to all rows', the value for Soda is copied to all other subcategories.

b) If you only want to copy a particular value within the category, you can select the option highlighted below.

c) Value can be copied until the last column using the highlighted option.

ii) Trend

You can apply a trend based on the current cell value and apply it until the last row or column.

a) As you click on the '>', you can see a graphical slider where you can set a trend.

b) If you want to enter a percentage precisely, you can click on the 'Input custom value' option.

c) Enter a percentage and click 'Apply'.

d) The values for Soda and Tea & Coffee are updated as shown in the below image.

e) You can use 'Copy with trend' in combination with 'Lock this cell' to achieve different business cases. Let's consider an example where the value for Q3 is fixed and the trend needs to be applied to the other quarters. Click on the 'Lock this cell' for the cell highlighted.

f) On applying a trend of 20% as shown in the image, Q2 and Q4 values are updated. Q3 is greyed out as it is locked.

Resources

This can be achieved by creating a data input column as mentioned in the section . The result is shown in the below image.

There are two ways to allocate a value entered in a total or subtotal - or .

and are the only that allow allocations/distributions from total cells to the child rows.

A child node can be locked only when is set to Sum or Average.

Note that we have inserted a column for 2023 Budget, entered the budget 1.2b and .

You may need to lock an entire row when . Consider a business case wherein you need to to set the budgets for the next year.

In the next section, we'll be covering .

set version
Forecasting Multiple Items with Seasonality in Power BI
5 ways to enhance your budgeting & forecasting process for better data-driven decisions
equally
based on weights
numeric data input
distributed by 2022 Actuals
Blank measure inserted
Measure created based on 2022 Plan
Zero-based budget for 2023
Entering a value at the total level
Equal distribution
Update grand total value
Equal distribution at grand total level
Distribution based on prior year values
Value gets redistributed based on weights
Editing a cell
Locking a cell
Cell locked
Budget for soda locked
Changes to the budget doesn't affect locked cells
Lock all children
Child cells are locked
Updating the budget
Changes to the budget doesn't affect locked cells
Lock all children at a subcategory level
Juices across quarters locked
Lock row on Measure in Rows
Row locked for editing
Lock Selected Cells
Locked Cells Highlighted
Unlock cell
Cell unlocked
Unlock all children
All children unlocked
Unlock Row
Unlock selected cells
Options to edit period values
Copy options
Copy to all rows
Copy to all rows in the category
Copy until the last column
Graphical slider
Input custom value
Custom value
Copy until last row with trend
Lock cells and copy to other columns
Trend applied to unlocked cells
create a numeric input column
copy as data input
row aggregation type
row aggregation types
add a new measure
Sum
Weighted Average
measures are displayed as rows