Multiple Actuals

Greetings! The issue I am running into is I have a client who wants to pull in 2 sets of actuals. One set (not audited actuals) is for the budget and the other is for future forecasts (audited actuals). What they want to do is they want to bring in that second set of actuals (which some revises the first) without having it effect the budget version. I offered them having another module w/ the budget which they can bring in the data via anaplan connect but no dice. They ideally want to do it in the same model. Any ideas or suggestions? Ideally, I'd want to avoid a rebuild. Regards

Accepted answers

PrevContributor

I was able to find 2 potential solutions. One is to have an actuals module with versions and import your actuals there. then your forecast in another module and have a formula drive your switchover date by version but potential downside to having multiple ‘actuals’ versions is you would lose out on the space-saving benefits of using the switchover.

The other is to create multiple lineitems, one for budget and the other for forecast. In the budget module, refer to one set of actuals while in the other lineitem, refer the the second set.

MC

All comments

PrevContributor

Quick Links

Can you help?

Unanswered questions

ANAPLAN XL View
Hi, I need help in pulling a specific view in Anaplan XL. The first grid should display attributes of various projects, while the second grid should present the monthly financial data for these projects. Thanks in advance.
Add list members to a selective access list
Hi, I am working on a solution where the User should only have access to write/edit the list members that they add from an Action on the frontend. This action adds another list member to a selective access list. The problem is, in order to run the action, you need access to the entire list, so you would see all list…
Dimensionality Issue
Hi ALL, In my model, I have Need stored at a 'D3' RS Group level. I need to use this Need in another module at the G5 Location level. I currently have a mapping module where each G5 Location maps to a D3 RS Group. This Module uses D2 Role as dimension. but the line item I've to find the RS Group (Find D3 RS Group = 'FIND…