Setting up a Time Setting in Model

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Regular Contributor

Setting up a Time Setting in Model

Hi,

 

I would like to know how I would set up the Time Settings in my module so that I'm able to see the actuals for the day Selected, and then Forecast Numbers only after that day? 

 

Thank you 

4 REPLIES 4
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Certified Master Anaplanner

Re: Setting up a Time Setting in Model

Sounds like you are asking about Switchover. Here is a 5-minute introduction of how switchover works and how to use it: https://community.anaplan.com/t5/On-Demand-Courses/Switchover/ta-p/63687

 

Hope this helps,

Jason

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Frequent Contributor

Re: Setting up a Time Setting in Model

@neg177 Thats a great question. I think if you are using native "Versions" from the settings, then you should follow the same as suggested by @jasonblinn 

 

However, I prefer to have a SYS Time Setting module with boolean formatted line item which gives me the flexibility to use them in calculations as well as filters to differentiate Actual Months and Forecast months and even combination of both.

 

Hope this helps.

AB 

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Regular Contributor

Re: Setting up a Time Setting in Model

Would I use this Method aswell if I wanted to create a Rolling Forecast on a Daily basis? 

 

Thank you 

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Frequent Contributor

Re: Setting up a Time Setting in Model

@neg177 I would recommend that. As far as you can automate the Rolling Forecast days, you should be good. 

 

Hope this helps.

 

AB