mapping actual data from its module only occur but cannot mapping forecast &bud in different module

AhmedMurad

Hi everyone,
I’m facing an issue in Anaplan when combining Actual, Forecast, and Budget data into a single line item using IF logic to get P&l

I want one calculated line item (revenue) that returns:

• Actual values in Actual periods
• Forecast values in Forecast periods
• Budget values in Budget periods

the actual data in single module but the forecast and budget are in same module together

What works

• If I replace module references with hardcoded numbers (e.g. 100 / 200), the logic works perfectly across time and version

🔹 What does NOT work

• When I reference the line items from:
  • DATA01 Actual P&L
  • PL03 Forecast and Budget Calculation

…the result does not behave correctly (e.g., only Actual appears)

the formula is :

IF
'SYS02 Version Details'.Actual? AND 'SYS00 Time Settings'.Actual Period?
THEN
'DATA01 Actual P&L'.Net Operating Revenues
ELSE
IF
'SYS02 Version Details'.Budget? AND 'SYS00 Time Settings'.Budget Period ?
THEN
'PL03 Forecast and Budget Calculation'.Net Operating Revenues
ELSE
IF
'SYS02 Version Details'.Forecast? AND 'SYS00 Time Settings'.Forecast Period?
THEN
'PL03 Forecast and Budget Calculation'.Net Operating Revenues
ELSE
0

Screenshot 2026-03-30 132419.png

MoraruD

Hello @AhmedMurad ,

From you description is not very clear what you want to achieve but as for your formula it looks fine to me.

How your current formula works:

• On the Actual version (selected on your screenshot), it returns only Actual values only for the defined Actual periods.
• On the Forecast and Budget versions, it retrieves data from your PL03 Forecast and Budget Calculation module, which I assume is dimensioned by the Version list

If you want to blend Actuals and Forecast on the same line, for example, showing real Actuals for actual periods and Forecast values for forecast periods within the Forecast version you will need a small adjustment to your formula to handle that case explicitly.

I have kept the period conditions as they are, assuming you have specific reasons for using them.

Below are two versions for reference:

Version 1 → Your original formula, cleaned up

Version 2 → My proposed enhancement to blend Actuals into the Forecast version

Actuals :

Planned:

Consolidated :
V1

V2

In case you need to specifically indicate the periods for actuals you can add a specific condition.

If you could share more details about your expected results and module structure, I would be happy to help!