# Forecast using a Blank Template

A common requirement for organizations is to forecast using a blank template in Power BI, just as we would do with Microsoft Excel. Data may be entered by a single individual, or by many individuals across the organization.&#x20;

Let us explore how we can set this up quickly in Power BI using Inforiver.&#x20;

In our case, ACME Inc. wants to create sales forecasts for all four quarters of the year 2024 for each geography. These are the steps involved.&#x20;

1. Launch Inforiver Matrix visual.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FPeDSsvrwzHDM3WfVWthC%2Flaunch-inforiver-matrix-visual.png?alt=media&#x26;token=d34500f7-f32b-47ac-8c29-85779bbe8f50" alt=""><figcaption><p>Launch Inforiver</p></figcaption></figure>

2. Assign *Region* & *Sub Region* categories to rows and *Quarters* to columns. You will have a blank table structure.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FksISHmWoZIqtxDkuYalt%2Fcreate-blank-table-structure.png?alt=media&#x26;token=03324e80-ed45-4e90-bb2d-bf3b389d5065" alt=""><figcaption><p>Create a blank report</p></figcaption></figure>

3. We will now create a data input field (a forecast measure) so that users can type in their values. To do this, click on **Insert -> Data Input -> Number** (since it is a numeric field type) **-> Insert a new empty series.**&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F7vj3VIyYVdv6IDUNN0AY%2Fcreate-a-data-input-field.png?alt=media&#x26;token=e0259da9-0837-428e-8e32-2e2aaf8ec94f" alt=""><figcaption><p>Create Data Input fields</p></figcaption></figure>

4. Name the column *2024 Forecast* and click on **Create**.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FdvMWDu9jp6CzdcXxNkL3%2Fname-forecast-column.png?alt=media&#x26;token=62869aed-10bb-4fc0-a416-788014b925ab" alt=""><figcaption><p>Name the forecast columns</p></figcaption></figure>

5. You will get a blank template with four columns. You can also add additional fields of other types (text, multi-select, date, etc.) using the same Data Input menu shown earlier.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F8zkqyo5ZDMhXzUMt2cTn%2Fadd-fields-with-data-input-menu.png?alt=media&#x26;token=4fdbeeae-040a-4edd-943b-47a53302ed1a" alt=""><figcaption><p>Blank Template with 4 forecast columns</p></figcaption></figure>

6. Let us go ahead & add these fields:

* a 'Person' column for inputting users' names from the organization. The list of names comes from the Office365 directory.
* a 'Status' text drop-down field, and
* a 'Remark' column for entering multi-line comments.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FWu5hi6r6QD0iopqnaVCq%2Fremark-column-for-entering-comments.png?alt=media&#x26;token=ffc5ca5d-02cf-4917-91ec-48dcbc8740ad" alt=""><figcaption><p>Add other fields</p></figcaption></figure>

7. Let us start entering our forecasts now. Double-click the value for *Q1* for the *APAC* region. A formula bar appears above the table. Type in ‘10m’ in the formula bar.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FFjSZ5dMEnNogFdVxsIhb%2Fstart-entering-forecasts-value-now.png?alt=media&#x26;token=7344a10a-0be5-4875-8be0-0652abfffdf9" alt=""><figcaption><p>Enter forecast values</p></figcaption></figure>

8. Press Enter, and the *APAC* values automatically roll up to the *International* region and *All* (company-level total). This makes hierarchical budgeting easier without having to write formulas at each parent level.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F6dn85D9UMTtdsEDWd4s6%2Fauto-roll-up-without%20writing%20formula-at-each-level.png?alt=media&#x26;token=24d8c8ab-780d-4a3e-a416-b094e1ee40df" alt=""><figcaption><p>Automatic roll-up to the top levels</p></figcaption></figure>

9. Similarly, you can go ahead by filling out values for the other granular regions. Assign the people & status fields to each row.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FLkEXCeaoMrf3mTjWyd66%2Ffinal-sales-forecast-with-blank-template-using-power-bi.png?alt=media&#x26;token=43806df3-e29a-4f48-a6d8-e0a9fcd6a166" alt=""><figcaption><p>Assign people and status</p></figcaption></figure>

Just like we entered the values, other users in the organization also can enter the values for their respective regions.&#x20;

This is how a sales forecast can be done using Inforiver with a blank template in Power BI. In the [next section](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/forecasting-writeback-matrix/common-scenarios/forecast-using-existing-data), we'll learn to forecast using the existing data.

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