New Fiscal Year
I don't have much experience rolling the model forward to a new fiscal year in Anaplan as we have only been LIVE since January 2016. Currently, we have data for two years (2015 and 2016). In 2017, we will remove reporting for 2015 and store it as data only. As we are now preparing to move forward to 2017, I was wondering if anyone has any documentation they could share on best practices for rolling forward. Is this an easy process or does it require a lot of planning on our end? How do we ensure that nothing gets left behind. For reference, we use Anaplan for Consolidations and have data in actuals only and load on a YTD basis each month. Appreciate the help!