# Row level forecast

Create row-level forecasts to predict outcomes at a detailed level, such as based on the region or product line. After creating a regular forecast, you can create row-level forecasts by selecting a row and choosing the **Forecast Row** option from the Insert Row menu.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FtIPGr3QOQ6LXtW9gD6Mz%2Fimage.png?alt=media&#x26;token=61209e81-82de-4e38-bc0c-1942871234cc" alt=""><figcaption><p>Forecast row option</p></figcaption></figure>

### 1. Generating a forecast

The options shown in the screenshot need to be configured to generate a row forecast.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FrKuxuApZeOULNlPi8jcb%2Fimage.png?alt=media&#x26;token=608a476a-c820-41da-a01e-439353049c2c" alt=""><figcaption><p>Options for generating a row forecast</p></figcaption></figure>

**1.1. Row name:** The row category label that will hold forecasted values.

**1.2. Insert as:** Choose to insert a single forecast row or replicate the forecast row across all levels of the hierarchy with the Templated option.

{% hint style="info" %}
Select the Templated option when the row categories repeat across all levels of the hierarchy.
{% endhint %}

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FFld8QS5hPcKNqLHu4AA6%2Fimage.png?alt=media&#x26;token=3c7741e5-0ed5-440e-9a05-ae6bd41c4809" alt=""><figcaption><p>Single forecast row</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FuODeLOWNqDPzWq85RNGN%2F2025-02-20_16h17_40.png?alt=media&#x26;token=a738bdd1-5788-442a-9428-20f59d848508" alt=""><figcaption><p>Templated row forecast</p></figcaption></figure></div>

**1.4. Closed period:** The forecast row for earlier or closed periods can be populated by referencing the values from another row or by entering a formula.

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FUGyBUD7c5tEgCxzTmpQj%2Fimage.png?alt=media&#x26;token=acec9365-e20d-4664-9baf-cad2dc919f26" alt=""><figcaption><p>Closed period forecast from linked row</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FpGs34cSsP51o6iVgEqkw%2F2025-02-20_16h26_22.png?alt=media&#x26;token=1da96381-e90a-4182-9ea1-2839bfc4db60" alt=""><figcaption><p>Closed period forecast based on formula</p></figcaption></figure></div>

**1.5. Open period:** The forecasts for future or open periods can be populated in 3 ways

* **Linked row:** Refer to the values from another row.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FdpuSPBEOO8e0p0iD0t7d%2Fimage.png?alt=media&#x26;token=b0a1dba7-5b19-4327-883e-d59b769e5fa7" alt=""><figcaption><p>Open forecasts based on linked row</p></figcaption></figure>

* **Formula**: Enter a formula to populate open forecasts.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FZoUIB6lodoxZzY8AT7jP%2Fimage.png?alt=media&#x26;token=61e2019d-5b4b-4a6a-95a2-3bfa5f47eeff" alt=""><figcaption><p>Open forecasts based on a formula</p></figcaption></figure>

* **Data input:** Manually enter forecast values. When you choose the data input option, you can specify default values for the forecast. Opt for a static value, reference another row, or specify a formula.

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FX7RgPEH4svRevtiRI9YJ%2Fimage.png?alt=media&#x26;token=f63e2f68-9f1e-42af-b53a-6f516fb39ba5" alt=""><figcaption><p>Static default value</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FGJtRje57nL0mj3SMpwIo%2F2025-02-20_17h27_12.png?alt=media&#x26;token=cf383442-9bf4-4f2c-85d1-ce80ff46d23a" alt=""><figcaption><p>Default value based on another row</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F3DynRokDgFy9tLoMlWF2%2F2025-02-20_17h28_41.png?alt=media&#x26;token=070e33fe-7efd-4622-918a-6be2a3d9ddd2" alt=""><figcaption><p>Default value based on a formula</p></figcaption></figure></div>

**2.1. Target periods:** The forecast time frame is configured when you [create a forecast measure](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/forecasting-writeback-matrix/..#id-1.-generating-a-forecast). You can configure the entire row forecast with a single time range or split the forecast period into multiple time frames. Use the **Add Range** link to create additional forecast ranges.

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2Fohw7Mj7z2VJ45flQ5gfl%2F2025-02-20_17h43_21.png?alt=media&#x26;token=514b1999-a084-4f24-81f4-574d7bd34d2b" alt=""><figcaption><p>Forecast split across time ranges</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FXdNnAp0oapEHC7gvxrQC%2F2025-02-21_10h12_34.png?alt=media&#x26;token=775d575e-4d6f-4855-ace2-54ee59b518b9" alt=""><figcaption><p>Single configuration for the entire forecast period</p></figcaption></figure></div>

When you split the forecast time range, you must create time ranges spanning the entire forecasting period. For example, if your forecasting period is Jan 2025 - Dec 2025, you must cover this entire time period when you split it. Inforiver will display a red error icon and will not allow you to create the forecast until all the time ranges are configured.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F84S1GWduGgi7Cjs9tWVo%2Fimage.png?alt=media&#x26;token=a67cb8f9-bdfb-4410-aa43-fd254e805174" alt=""><figcaption><p>Splitting the forecast time frame</p></figcaption></figure>

**2.2. Set source:** You can opt for a blank forecast to manually enter values or refer to another row.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F0Vwq79RfMoEl9AsuVwbz%2Fimage.png?alt=media&#x26;token=750d18ff-80aa-4a00-b03b-05fd9424f29b" alt=""><figcaption><p>Configure a blank forecast or use the values from another row</p></figcaption></figure>

**2.3. Source row:** When you choose the **By Row** option in the previous step, you need to select the row whose values will populate the forecast.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FiJruZojQGKV4ZGtH3ov1%2Fimage.png?alt=media&#x26;token=9797747c-7c13-4d60-9437-2fe3a6062030" alt=""><figcaption><p>Selecting the row category</p></figcaption></figure>

**2.4. Operation:** You can create forecasts using the following options:

* **Period range:** The forecast values will be copied from the range specified. In this case, we are sourcing the forecast for Jan 2025 to Mar 2025 from Oct 2024 to Dec 2024.

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FyHRJl2bogtBrAawisAjO%2Fimage.png?alt=media&#x26;token=e1bd98e3-4f17-4567-b11d-aa7a240aa45a" alt=""><figcaption><p>Period range config</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FAGfTWvOcxHoYrb79dBBo%2F2025-02-21_10h16_28.png?alt=media&#x26;token=6b13bb96-45ae-44d3-a7f2-6476746a3150" alt=""><figcaption><p>Period range forecast</p></figcaption></figure></div>

* **Single period:** The values from the selected period are used to populate the forecast.

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FW7WWjFnOk7t2EiDHINdc%2Fimage.png?alt=media&#x26;token=25473448-7215-4428-9e5f-f5535567a8cf" alt=""><figcaption><p>Single period config</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F3NAc8CGi9Y6E5GjYnLhE%2F2025-02-21_10h35_12.png?alt=media&#x26;token=ee48c157-1504-4c4f-897f-2923d99c3f46" alt=""><figcaption><p>Single period forecast</p></figcaption></figure></div>

* **Average of period range:** Use the average of the selected period range to populate the forecast.

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FwzoFruWeRckoJWoZmPzl%2Fimage.png?alt=media&#x26;token=212d0339-c6a1-4a27-8ef2-816c1f666908" alt=""><figcaption><p>Average of period range config</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FXqL2BlvxnjLvNP1g9vwS%2F2025-02-21_11h16_11.png?alt=media&#x26;token=3ad90357-6d75-4884-9536-6f094ecd4dde" alt=""><figcaption><p>Average of period range forecast</p></figcaption></figure></div>
