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!