How to get most recent actual year value into a non-time (staging) module and use it for forecast ca

Malyadri Naidu

Title:
How to get most recent actual year value into a non-time (staging) module and use it for forecast calculations?

Question Body:

Hello Anaplan Community,

I am working on a financial model (Higher-Ed long-range planning) and need guidance on a best-practice pattern to retrieve the most recent actual year value and use it in forecast calculations.

Current Model Setup

• Time: Fiscal Years (FY23–FY35)
• Actual years: FY23–FY25
• Forecast years: FY26 onward
• I have a system time module ADM01 SYS Time with:
  • Actuals Years (Boolean)
  • Last Actual Year (Year format)
• Source module:
  • FIN01 Unit P&L
  • Line item: Depreciation Amount
• Target module:
  • FIN03 CAL Income Statement (applies to Time & Scenario)
  • Line item: Depreciation

Business Requirement

• For Actual years (FY23–FY25)
  → Use actual depreciation as-is.
• For Forecast years (FY26+)
  → Use most recent actual depreciation (FY25)
  → plus projected depreciation for that forecast year.

Example:

Year	Expected Depreciation
FY25	Actual FY25
FY26	FY25 Actual + FY26 Projection
FY27	FY25 Actual + FY27 Projection
FY28	FY25 Actual + FY28 Projection

How to do this ?

devrathahuja

@Malyadri Naidu - You can have a set up of Base + % growth = Final (3 line items)

Base - This line item can have a formula where it pulls actuals for actual period & pulls the previous of the same line item for rest (That way the latest actual will be carried forward as the base for rest of the years)

Then final will be base * (1+growth %)