Need the split of a week which overlapped two months into 2 partial-weeks. The target is to have a full calendar view of month and weeks together. The costumer can make planning on month or alternatively on week level, where data will consistently splited or aggregated. Moreover it is also important for aggregating the partial-weeks actuals to months in the correct way. e.g. week 18 in 2013 overlapped April and May. Costumer has to load data for week-18.April separately from week-18.May. In the same way they have to make his forecasting.
You can achieve this result by creating a custom time hierarchy.
You'll need a list for years, a second list for months, with years as the parent, then a third list for partial weeks, with months as its parent. The partial week list should have a property mapping it back to Anaplan's built-in time period (i.e. the start or end date of the week) and a weighting, which will be the multiplier for how fully the week fits into the month (i.e. 100% for a complete week, 6/7 = 85.7% for a six-day week, 5/7 = 71.4% for a five-day week and so on, down to 1/7 = 14.3% for a single day).
You can then write your module dimensioned by the partial weeks hierarchy and get the data from the source modules (which are dimensioned by the built-in time dimension) by looking up the start/end date of the week and multiplying by the weighting.
Hope that helps,
Hi Peter, I am working on something similar, can you please elaborate on this part : "The partial week list should have a property mapping it back to Anaplan's built-in time period (i.e. the start or end date of the week)" , I am having a difficulty building this. Thanks in advance.
What do you do for 2019? wouldn't you have a weeks member "Week 1/Jan" that would have Jan 19 as a parent but you already have "Week 1/Jan" as a member of the list. Would it need to look more like this?
You're welcome! An additional tip: create a model dimensioned by built-in time to populate your custom hierarchy, with lookups to check which months & weeks need to be added. Then you can write a process to add missing periods & your hierarchies will always be in synch.