Level 1 Model Building - DATA01 P&L Actuals and Budget

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Regular Contributor

Level 1 Model Building - DATA01 P&L Actuals and Budget

Hi

I loaded the 'P&L+Actuals+&+Budget.csv' file and found out that Forecast is calculated (in black).  I cleared data again and Actual, Budget and Forecast was 0.

 

Is it because there is a formula defined for 'Forecast'?  If so, how can this be trouble-shooted?

 

Star_0-1583912247550.png

 

Thanks.

 

3 REPLIES 3
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Master Anaplanner/Community Boss

Re: Level 1 Model Building - DATA01 P&L Actuals and Budget

@Star 

 

This can happen when you have a switchover set in your versions (Most probably April). That's why you see all the forecast numbers equaling actuals but in black (meaning can't be edited)

 

Misbah_0-1583913552767.png

Just remove the Switchover if you don't want to have actuals populated in forecast. 

 

Hope that helps

Misbah

 

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Regular Contributor

Re: Level 1 Model Building - DATA01 P&L Actuals and Budget

@Misbah

1)  Do you remove (untick) the switchover for Actual, Budget and Forecast or just Forecast only?

2)  I opened the SYS09 Version Details and the switchover is grayed out.  Can't untick.  How to fix this?

 

Star_0-1583914524268.png

 

 

3)  Am at Part 11: Profit & Loss Reports of Level 1 Model Building.  At this stage, should the switchover be ticked for Actual, Budget and Forecast be as above screenshot and be modified in future activities?  if so, I'll leave it as it is.

 

Regards

 

 

Highlighted
Master Anaplanner/Community Boss

Re: Level 1 Model Building - DATA01 P&L Actuals and Budget

@Star 

 

I explained to you why do you see forecast in black ink and not blue ink. I explained to you why do you see the forecast  numbers equaling to Actuals for Swtichover months.

 

Now the question of using switchover depends on the overall objective. If you don't want your forecast values to be replaced by actuals then you can go to 

 

Versions -> Switchover -> Hit the delete key in switchover cell.

Misbah_0-1583917023228.png

 

Answer 1 - You can not set or remove switchover for Actuals. It is applicable to all other versions and not actuals

Answer 2 - Switchover for the entire model is set in Versions Command and not in the module line items

Answer 3 - I would say you keep as is. 

 

Thanks,

Misbah