Can some one explain the SWITCHOVER concept with suitable example !!

keerthipatiaditya
Occasional Contributor

Can some one explain the SWITCHOVER concept with suitable example !!

When ever I try working with the switchover concept in versions..in merging and making the forecast with the actual ...though I get resuls , still my mind pops up with questions about this. Hence I request some one in clearing my doubt please.Tq

 

4 REPLIES 4
ChrisAHeathcote
Community Boss

Re: Can some one explain the SWITCHOVER concept with suitable example !!

@keerthipatiaditya 

Switchover is the time period from which the actual version switchesover to the version being displayed.

For example, the forecast version has a switchover date of Jun 21. 

When switchover is enabled when the forecast version is selected actual version data will show up to the Apr 21 and from Jun 21 data will switchover to the selected forecast version.

Hope this helps. 

Chris
HeathcoteAndHerran.com
GONI
Frequent Contributor

Re: Can some one explain the SWITCHOVER concept with suitable example !!

Hi,

 

When Switchover is enabled then the Anaplan will merge Actual data with forecast data.

 

Here is the example. Considering Switchover date is May

 

 SwitchoverJanFebMarchAprilMay
Actual  12345
ForecastBefore1122334455
ForecastAfter123455

 

Hope it helps!!

 

Regards,

Basavaraj Goni

yashbhadoria
Occasional Contributor

Re: Can some one explain the SWITCHOVER concept with suitable example !!

Hi Basavaraj

 

We are getting actual data in place of forecast data in forecast for switchover of may. But forecast for may is not changing based upon the actual data. Then what is the purpose of switchover when forecast remains the same??

 

If it is for conversion of forecast data into actual data then, in what scenario we use this switchover functionality?

Please help me in understanding above questions. @ChrisAHeathcote , @JaredDolich

 

Regards

Yash

JaredDolich
Moderator

Re: Can some one explain the SWITCHOVER concept with suitable example !!

@yashbhadoria 

Good question. Most likely the line item hasn't been enabled for switchover. Scroll to the right on the line item and you will see a checkbox that turns it on. Another suggestions is to make sure you are using the native versions in your module. TBH, I don't use native versions that often because of the challenges updating the switchover period from outside of Anaplan.

@GONI is right though. It's used to automatically copy actuals into your forecast. For example, Here I have turned on breakback and set it to week 5.

JaredDolich_2-1637156770418.png

I then enable the line item for breakback and now you can see the first 4 weeks of forecast are no longer editable.

JaredDolich_1-1637156741707.png

 

 


Jared Dolich