How to create formula for YTD and YTG run rate (Moving average)

tz9lawa
tz9lawa
in Modeling

Hi

I would like to create formula to calculate moving average for YTD and YTG. Here's the formula i input MOVINGSUM(Actual, -11, 0, AVERAGE) to calcuate YTD run rate, MOVINGSUM(Remaining, -11, 0, AVERAGE) to calculate YTG run rate but the it doesn't seem correct to calculate the moving average.

Kindly see example from file attached.

 

thanks

Alice

 

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Answers

  • Misbah
    Misbah

    @tz9lawa 

     

    In your formula you are hardcoding the numbers and taking the average of 11 months. I would say  make that dynamic and check how many periods are there in YTD actuals and how many are there in YTG actuals. (Also Use Actuals in both the line items - though I am not sure what the exact ask is). However you can still do below

    Use that dynamic number in your formula 

    MOVINGSUM(Actual, -11, 0, AVERAGE)

    MOVINGSUM(Remaining, -11, 0, AVERAGE)

     

    Alternately I see you are already pulling the values by using SELECT YTD or SELECT YTG, if you do this way then you can just divide that number by the number of counts.

     

    Hope that helps

    Misbah

  • tz9lawa
    tz9lawa

    Sorry, Maybe my question confused you.

    My financial year start from Jul19-Jun20.

    YTD - Jul19-May20 (Already 11 period)

    YTG-Left Jun20 (1 month to go).

     

    Need your advice how to calculate the run rate base on YTD number of period, YTG number of period without hardcoding.

     

    thanks

    Alice

  • Misbah
    Misbah

    @tz9lawa 

     

    Step 1: Check thru formula how many periods are there in YTD Calcs like this

    a) IF END() <= CURRENTPERIODEND() THEN 1 ELSE 0

    b) IF END() > CURRENTPERIODEND() THEN 1 ELSE 0

    Step 2: Count or Sum these numbers from Step 1a. In your case it should come to 11

    Step 3: Count or Sum these numbers from Step 1b. In your case it should come to 1

    Step 4: Use Line item from Step 2 in your YTD Formula instead of 11

    Step 5: Use Line item from Step 3 in your YTG Formula instead of 1

     

    The above process is only to show you how you can replace hard coded numbers with dynamic ones

     

     

     

  • nathan_rudman
    nathan_rudman

    why not using the YTD and YTG time items of Anaplan ?

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