Formula - Previous?

Hi,

I have a module that shows the full-year forecast amount for various expense categories.

It also compares the current forecast (2021) to the prior forecast using the formula PREVIOUS(Full year forecast). That was fine in 2020, but now we are in 2021, the prior forecast shows nil.

How can I fix this so it picks up the previous forecast (2020)?

Thanks

Accepted answers

ChrisAHeathcote

@CommunityMember113484

Use a time lookup set up in a flat module.

Create a time period formatted line item in a new module containing no dimensions. Set it to years.

Formula = PERIOD(CURRENTPERIODEND())-1

This will default to the previous year of the current model calendar.

Use a LOOKUP function against this line item to pull the previous years data.

ChrisAHeathcote

@CommunityMember113484

Firstly, have you set the CURRENT PERIOD in the model time settings?

Update this setting and the following formula should work correctly.

=PERIOD(CURRENTPERIODEND()) - 1

Place the -1 outside the brackets.

All comments

ChrisAHeathcote

@CommunityMember113484

Use a time lookup set up in a flat module.

Create a time period formatted line item in a new module containing no dimensions. Set it to years.

Formula = PERIOD(CURRENTPERIODEND())-1

This will default to the previous year of the current model calendar.

Use a LOOKUP function against this line item to pull the previous years data.

ChrisAHeathcote

If your target module contains a time dimension then you lookup module needs to contain the same dimensions.

If this is by month then create the same lookup module by month and use the following formula to populate a cell containing the previous years for each month of the model calendar.

= PERIOD(END())-1

Kristina_Mihay

Hello,

check the following link where a similar case is discussed in details 🙂 https://community.anaplan.com/t5/Anaplan-Platform/How-to-get-the-previous-period-of-current-period/td-p/46454

Best regards

Kristina

CommunityMember113484

Thanks Chris - I've created the new module - but the formula doesn't seem to work for me?
i've got format as year, time scall and timerange not applicable?

ChrisAHeathcote

@CommunityMember113484

Firstly, have you set the CURRENT PERIOD in the model time settings?

Update this setting and the following formula should work correctly.

=PERIOD(CURRENTPERIODEND()) - 1

Place the -1 outside the brackets.

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