Actualize
Splices an actuals table and a forecast table into one continuous series at a cutoff date: rows from Actuals up to and including the cutoff, rows from Forecast after it. You point it at the shared date column, and only columns that exist in both tables (matched by name, ignoring case) carry through; the output is sorted by date. Leave the as-of date blank and it cuts at the last date found in Actuals, the natural behavior for a rolling forecast that refreshes as new actuals land.
Inputs
| Input | Accepts | Required |
|---|---|---|
Actuals | Table | Yes |
Forecast | Table | Yes |
DateColumn | Text | Yes |
AsOfDate | Date | Optional |
Outputs
| Output | Produces |
|---|---|
Result | Table |
Settings
Typed in on the node or set by the assistant, not wired.
| Setting | Default | Notes |
|---|---|---|
AsOfDate | — | The cutoff date, e.g. 2026-06-30. Leave blank to auto-detect the latest date in the Actuals table. A DatePicker wired into the AsOfDate input overrides this. |
Example
Say PnL_Actuals has monthly results through June 2026 and PnL_Budget covers the full year, both with a Month column and matching Revenue and Opex columns. Wire both tables in, set the date column to Month, and leave AsOfDate blank. The result is a single 12-month table (January through June from actuals, July through December from budget) ready to chart as the latest estimate.
Tips
Wire a DatePicker into the AsOfDate input to scrub the cutover interactively; pull it back a month to see what the full-year picture looked like before the latest close. Columns present in only one table are dropped, so align names (or use RenameColumns upstream) before splicing.