Hi - looking for some thoughts on how best to support financial reporting in Anaplan where there's a requirement to faciliate financial year reporting (Jul - > Jun) and calendar year reporting.
By default, we use a financial year (Jul - > Jun) timescale and as far as I'm aware, there's no feature to apply a different basis within the same model, even with time ranges.
Given most of the reports will be on an annual-basis, the options I've come up with thus far are,
- Continue to use the native time scale (by year), but use.. probably a TIMESUM() and a time setup module with start month & end month to calculate the calendar timescale.
- I could have a fake year concept and setup a mapping module to map periods into the custom timescale (probably only worthwhile if the below doesn't work as maintaining a fake list is a bit of a pain).
- Using a similar concept to the above, with a time calculation module, have a line item with FY as a format and use this as a basis to SUM on a custom scale, e.g.
Setting up a separate model purely for reporting wasn't considered viable given the amount of data and complexity involved, so this wasn't in the running.
Outside of the above, are there any other potential options to consider?
Cheers,
L
