Hi,
I am trying to workout a formula for Forecast Version Line Item. The requirement will be as given below.
Source Module: Source Line Item - Sum of "Sales" of last 12 months in Actual Version
Target Module: Target Line Item- "Sales" for 1 period in Forecast Version.
Eg. Assuming I am forecasting Sales in Feb 2021; So the result should be = Sum of Actual Sales from Feb 2020 till Jan 2021.
It is needed to get some ratio calculated for further calculations in Forecast version itself.
Any help will be appreciated.
Solved! Go to Solution.
for the version part, it really depends how you have built your model.
If you have built it with native Anaplan versions, then you should simply have the switchover on your forecast in which case the forecast contains the actuals already. If you can't have the switchover you'll have no choice but to [SELECT:Versions.actuals]
For doing the last 12, Id' use the formula MOVINGSUM like this:
movingsum = MOVINGSUM(module.line item, -12, -1,SUM)
do this in your source module
then in your target module:
source module.movingsum[select:versions.actuals]
Thanks Nathan!
I am new to Anaplan community.
Is it possible to request Anaplan for best way to resolve this ? If not, can they consider this an idea for future releases?
I do want someone to validate and correct/guide me, if I can improve on solution design.
Regards,
Jagmit
I am confused why you think you will need 20 line items. Are you taking the movingsum for 10 different line items? If this is the case, then simply create a line item subset of those 10 line items, and in a CALC module, create your movingsum based off the line item subset with the same dimensionality (versions, time, Product???, and the line item subset).
@nathan_rudman is absolutely correct in this for a native versions standpoint and using switchover. If you are using the version and switchover, when you are looking at Forecast, the previous Actuals will be rendered and be part of the movingsum.
Take a look at this video, Level 1, Lesson 3
as well as LIne Item subsets:
https://learning.anaplan.com/mod/scorm/view.php?id=13543
Rob
Rob