Setting up a Time Setting in Model

neg177
neg177
in Modeling

Hi,

 

I would like to know how I would set up the Time Settings in my module so that I'm able to see the actuals for the day Selected, and then Forecast Numbers only after that day? 

 

Thank you 

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Best Answer

  • ashish.banka
    ashish.banka
    Answer ✓

    @neg177 I would recommend that. As far as you can automate the Rolling Forecast days, you should be good. 

     

    Hope this helps.

     

    AB

Answers

  • jasonblinn
    jasonblinn

    Sounds like you are asking about Switchover. Here is a 5-minute introduction of how switchover works and how to use it: https://community.anaplan.com/t5/On-Demand-Courses/Switchover/ta-p/63687

     

    Hope this helps,

    Jason

  • ashish.banka
    ashish.banka

    @neg177 Thats a great question. I think if you are using native "Versions" from the settings, then you should follow the same as suggested by @jasonblinn 

     

    However, I prefer to have a SYS Time Setting module with boolean formatted line item which gives me the flexibility to use them in calculations as well as filters to differentiate Actual Months and Forecast months and even combination of both.

     

    Hope this helps.

    AB 

  • neg177
    neg177

    Would I use this Method aswell if I wanted to create a Rolling Forecast on a Daily basis? 

     

    Thank you 

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