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
@neg177 I would recommend that. As far as you can automate the Rolling Forecast days, you should be good.
Hope this helps.
AB
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
@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.
Would I use this Method aswell if I wanted to create a Rolling Forecast on a Daily basis?
We have an Integration Process in Anaplan CloudWorks created by User X - No WSA (originally Full Access with top-level Selective Access, now changed to Planner Read Only with Selective Access unchanged) and scheduled by User Y - with WSA , who also created the Integration Flow. Internal (Full Access) is enabled within the…
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…