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Hi everyone, We have observed that Anaplan’s native YTD calculations automatically include the current period, even when the current period contains forecast data rather than actuals. For example: Current Period = May Actuals = Available only until April Current Native Behavior = YTD includes Jan–May (instead of Jan–Apr) Our expectation is for the YTD calculation to include only actual months. Is this standard behavior for everyone? Has anyone found a native way to restrict YTD to actuals only without building custom logic? Please guide us if you have a solution for this, as we need the YTD summary to strictly include actual months. Thanks!

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  • Mahi0921
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    May 20
  • Mahi0921
    Mahi0921

    Hi everyone,

    We have observed that Anaplan’s native YTD calculations automatically include the current period, even when the current period contains forecast data rather than actuals.

    For example:

    • Current Period = May
    • Actuals = Available only until April
    • Current Native Behavior = YTD includes Jan–May (instead of Jan–Apr)

    Our expectation is for the YTD calculation to include only actual months.

    Is this standard behavior for everyone? Has anyone found a native way to restrict YTD to actuals only without building custom logic?

    Please guide us if you have a solution for this, as we need the YTD summary to strictly include actual months.

    Thanks!

    May 19
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