Rolling Forecast

Hi, can someone help me with modelling a 3month rolling forecast as per the attached picture? I can use a moving sum of the first 3 months for april but then for may, the formula needs to take the output of the movingsum of april and the actuals of feb and march and it is giving me a circular reference. Any ideas to solve this quickly other than breaking into multiple lines or writing a long formula?

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jasonblinn

Hi @Farah9 ,

Try using https://help.anaplan.com/movingsum-37394929-ea62-4e55-9655-b8c8c2732679 .

My Formula here is: IF Actual Month THEN Actuals ELSE MOVINGSUM('Rolling 3m', -3, -1, AVERAGE)

Farah9

thanks Jason, it worked and an easy solution

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