I am looking for a rolling function that calculates the total value of opportunities over the past 90 days from the current date. Any suggestions or formulas would help!
It would ultimately depend on how the data is formatted. Here are some possibilities:
There are probably many other ways to do this; I'm interested to see other responses!
At the moment, Anaplan doesn't have a standard function that gives you the current or today's date. However you can use integration or data loading to load today's date into Anaplan.
Assuming "Today" is the line item (format Date) in the module "Admin", then Admin.Today will be updated with today's date with your scheduled loading.
Assuming the module "Opportunity" has the line item "Value" and time (Day) as list in it, you need to create a "Flag" line item with the following formula:
Flag = if start() >= Admin.Today - 90 and start() <= Admin.Today then 1 else 0
Active Value = Flag * Value
Total Opportunity Value = Active Value[Select:Time.All Periods]
Opportunity.Total Opportunity Value is the final desired result.