I hope someone can help me, because I'm currently struggeling with a particular use case.
I'm creating an extrapolation for a client, and they want to use a combination of 3 extrapolation methods:
Month on Month (MoM), Year on Year (YoY) and a Manual Run Rate (Manual). Each of these methods are given a weight, which will determine what the end result should be (e.g. 50% MoM, 30% YoY and 20% Manual).
MoM is going ok, and is working as intended. The YoY uses a monthly delta and then increases/decreases the final end resul of 1 year ago with this delta, which is also going fine. Due to the lagged data used Anaplan accepts this.
The issue lies with the Manual part. This method uses a way to get to the End of year Runrate, which gives a baseline for the extrapolation. But then it uses a part of the YoY. It gives an additional weight to the YoY result (already calculated) and then looks for the difference of that month's value of the YoY and the average YoY result of the corresponding year. It will then add/detract this result from the baseline.
To give an example for this last part:
YoY: 100, 100, 50, 100, 150
Difference to average 0, 0, -50, 0, 50
Baseline of Manual 125, 120, 100, 120, 125
Manual end result 125, 120, 50, 120, 175
But when I try to calculate the average of the year using an average as summary and a lookup it will give me a circular reference error.
I am not sure that I got your query fully. But in general, to avoid the circular reference, you can use an import button.
Scenario 1:- without circular reference:
A = 1
B = 2
C= A+B .i.e., 3
Scenario 2:- with circular reference: Pass1
A = C i.e., 3 (Referred from the first pass assuming the data as in Scenario 1)
B = 2
C = A+B. i.e., 5.
Scenario 2:- with circular reference: Pass2
A = C i.e., 5 (Referred from the second pass assuming the revised data as in Scenario 2)
B = 2
C = A+B. i.e., 7.
So, in scenario 2, I will create an import process to import the data from line C to A. And then I will include that import to a process for the number of circular reference calculation. Generally keep it to 10 imports in a single process and that will suffice in most of the cases.
But this has an manual intervention and user need to run that import action once to see the calculated result.
What I tried was creating a new line item which takes the End of Year Runrate and adds the difference of the average. I then tried to reference to that in the Manual line item, which still gives the same circular Reference.
I attached a screenshot of the blueprint to this post.