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How do I use a line item formatted by a month for mapping in a column dimensionalized by time
I have a value (in this instance it is the number 13 in January 24) that I need to populate in the line item below it in the month of February 25. The entire module is dimensionalized by time (month). The Feb 25 formula is an add months function that references an input from a different module based on the quarter of the…
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Prior Year Value: Page selector?
How can I view the actuals for a previous year, regardless of the current year? For example, if if July 2023 is selected, I want to see the full year 2022 actuals. Similarly, if July 2024 is selected, I want to see the full year actuals of 2023. My current logic is only working for 2022 actuals. Actuals = Amount [Lookup:…
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Formula showing YTD actuals + Remaining Year Forecast
I'm looking to build a formula that would show the current YTD actual expenses, + the remaining year forecasted expenses to arrive to my FY total expenses. The current model we have set up adds together "Expense from direct Input plan" (Basically our YTD actuals) and adds this value to another column called "Expense from…
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FP&A Budget Allocation Best Practice
Hi All Wanted to make sure I am thinking about the infrastructure of our Anaplan build correctly. We are going to build driver models which are going to contain the line item detail and dimensions which will be summarized into our spoke models which then in turn will be further summarized in a consolidation model. This…
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Working with FP&A data in Anaplan: share your experiences!
The Anaplan UX Research team is looking to speak with solution architects, model builders and integrations specialists to understand your experiences of working with FP&A data in Anaplan. We invite you to join us for a 60-minute, remote research interview during which you will be asked to weigh in on this key topic and…
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xP&A in Action: The Benefits of Integrated Workforce Planning
FP&A professionals often dread the possibility of questions concerning headcount assumptions and costs. In this blog post via FP&A Trends, Ron Monteiro talks about xP&A in action, discussing why FP&A professionals would find the thought of an integrated workforce planning model appealing:
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Blog: The case for integrated workforce planning
We’ve all been in those meetings where a business leader desperately wants to add capacity – 10 more people by the end of the quarter, say – and they haven’t been able to reach that goal. FP&A numbers show that headcount only grew by four. The talent organization counters that they hired nine people in the month.…
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Requirements Gathering Questions for Retail FP&A
This is a response I made to a question posed by @CommunityMember128799 in this post here. I thought it would be helpful to have it in our retail group knowledge base. With regard to retail specifically, there are several themes you're going to want to take as it relates to FP&A and pretty much all finance related…