Let me ask how to fetch start month of a financial year.
What I want to do is to filter client's invoice data, that invoice period start from the start month of previous financial year.
If the current month is Apr 20, the invoice data should be filtered from Apr 19 to Apr 20.
If the current month is Mar 20, the invoice data should be filtered from Apr 18 to Mar 20.
Additional information, our financial year starts on April.
Thanks in advance!
This is a really good use-case for demonstrating the DISCO methodology.
The only ambiguity with this question though is what you meant by "current period". I'm assuming that current period is the same for all clients.
In short, I would suggest the following (please let me know if you need a detailed example).
If the current period is different by client, then you'll need to add client to your system module and calculate each client's year separately. The filter will by client as well.
Kind of an advanced topic but very doable in Anaplan.
See if this helps. Created three diff modules and a list
List which has got fake months in it and created a lookup module - and pass the information as below.
2nd Module is Selection Module where you change your current period
Third module is system module where you do all the calculations
Filtered Months Line item will be the filtering criteria for you.
Very good and helpful solution!
Thank you so much!