Budget based on prior year outputs whilst avoiding circular references - help needed!

NathanB74

I have some minor account / cost centre values that I want to flex year on year based on the % change of a proxy and inflation.

 

The solution I have tried below is creating circular references in the final part:

 

Year 1: Period 1

              Base value (final month of actuals)

              Inflation %

              Period budget (base value * inflation %)

 

Year 1: Period 2 onwards           

              Prior period value

              Proxy change %

              Period budget (prior period value * proxy change %)

 

Year 2, Year 3 and Year 4:

              Prior full year value

              Proxy change %

              Inflation %

              Full year budget (prior full year * proxy change % * inflation %)

 

The following are what the formulas are:

The above embedded IF THEN ELSE (for the line £s) works if the final ELSE has 0 but when I add the final element of the calculation it creates a circular reference:

If any of you can spot where I’m going wrong or have a more elegant solution (trying to avoid manual interventions) then please let me know.

 

Thank you!

Misbah

@NathanB74 

 

Reiterating that there is no telescopic view in Anaplan hence my recommendation is to split the modules. See if this helps

Step 1: Create an Input module which stores base value and inflation percentage

Step 2: Crete SYS TIME module

 

Step 3: Create CALC Monthly module 

 

Step 4: Create CALC Yearly module

 

Thanks,

Misbah 

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