Past 90 day functionality

ckryan

I am looking for a rolling function that calculates the total value of opportunities over the past 90 days from the current date. Any suggestions or formulas would help!

 

Thanks

PaulRitner

Hi,

 

It would ultimately depend on how the data is formatted.  Here are some possibilities:

• If the data is loaded into a module (or being aggregated into a module) where Anaplan Time is defined in Days, then, the formula might have two aspeacts:  
  • Line Item 1:  use CUMULATE to create a running total
  • Line Item 2:  Line Item 1 - LAG(Line Item 1, 90)
    • Line Item 2 is the 90 day offset.
• If the 90 day rolling total is in a module that has Time in Months, then the answer might be similar to the above, but round to 3 months (if that's close enough).

There are probably many other ways to do this; I'm interested to see other responses!

 

Paul