Prior financial year result

LawrenceN
LawrenceN
in Modeling

Is there a formula that can be used to get the prior financial year (full year) P&L?

 

 

Question/Context:

If we have set-up Anaplan with correct time dimensions how can we get the prior year result in the current year.

 

Example in July 2022 how can we pull in the FY22 (assume March year-end) P&L total and continue to pull that in each forecast month going forward. Then when we get to April 23 we will also pull in FY23 result?

Tagged:

Answers

  • KirillKuznetsov
    KirillKuznetsov

    @LawrenceN 

    You can use PREVIOUS, LAG, MOVINGSUM/TIMESUM to get values from prior periods. YEARVALUE function also can be useful for you.

     

  • ravi
    ravi

    Please see my solution attached. Please let me know if this does not work for you.

     

    ravi_0-1657072476348.png

    ravi_1-1657072513300.png

     

Categories