I want to be able to compare to earlier versions of the plan ( so when we can to month +1 i want to be able to compare ‘current’ plan to previous plan ( and also with earlier versions).
There is a solution in creating a seperate version and then bulk copying into it.
Is there a more automated , best practice or simple sokution for this standard planning requirement? Is there an app where i can see it in practice ? Thanks
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There are several ways I've approached comparative analysis like this. The approach selected is largely dependent on how the client operates.
I hope this helps. Let me know if you want more info on any of this and I'll try to work up some quick demos.
an related question is :
I want to compare forecast version with actuals ( also for the periods where the switchover already took place. it looks from comparing version in rows , that the forecast item looses its forecast values untill the swithcover period. ( looks like th forecast is overwritten by the actuals ). is my understanding correct and does anaplan 'loose' the forecast values before the switch over period ? If not , where can i find the forecast values for period that already switched over ?
Paul, can you dig a bit deeper in your solution '2' ? how do i build such a module, especially for the previous forecast item line ? what's the formula to use for that item line ? thanks a lot.
Hey amay - did you find a solution to #2 from Paul Ritner's thread? Would also be interested in find out more.