Clare Campbell-Smith
Copying actual data into plan
Clare Campbell-Smith · over 1 year ago · Question
Answered
Clare Campbell-Smith

Hi,

Is there any easy way to copy actual data into a planning category in S4HC (for example in an outturn, where we would want the YTD periods to be filled with actuals - and then fill the remaining periods with forecast).  There were mechanisms to do this in ECC / On Prem.

Obviously, I know I could download a report of actuals to excel; manipulate this into the right format and the upload using the Import Financial Plan Data app -but anything that involves manual manipulation introduces a potential for error, so I was wondering if I am missing anything obvious where I might be able to achieve this result in a more automated way.

Cheers

Clare

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