Is it possible to have period start/end selectors to pick the run rate period instead of a moving average? Each time we add actuals it changes all the forecasts making previous adjustments and overrides obsolete requiring re-work.
Hopefully this answers your question... you can have a look-up module (the start/end line items and would put these separately) which you can reference against as per the images. Means that if you want to have Jan-Mar as your movingaverage you can and it not be impacted by actualisation. You've got to be dynamically creating the offsets dependent on the time period you're in - this will also work for weeks too just need to change the formatting.
Hi @therealwarsi
Can you please explain the problem statement a bit better? Some of us may not be aware of the problem statement.
I would like users to select which month or months they want the run rate to include in the average from prior months for forecast. Therefore unless this is changed by the user it would remain static even if we add actuals for a month.
For example:
- We are forecasting 8+4 for a GL account and users picked months 6,7,8 as their run rate using Booleen checkboxes for months 9-12. If I add September actuals and change the switch over date, I don't want Anaplan to automatically change the run rate to be 7,8,9 using a moving average. Hope this makes more sense.
Glad I could help!
Hi everyone 👋 If you build or maintain Anaplan models, you've probably hit the same walls I kept hitting. Some basic questions about a model's structure have no single screen to answer them. You end up clicking through modules and pages one by one, or writing API scripts just to get a list. These were the gaps that…
Hi Everyone, We have a requirement in Anaplan Consolidation & Reporting (Fluence) where the Entity Structure needs to change effective January 2026. The key requirement is that the existing entity structure should continue to be applicable for all reporting and consolidation periods through December 2025, while the new…
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
