Time filter for rolling 12 months forecast

MaithriK
Contributor

Time filter for rolling 12 months forecast

Hi,

 

I am creating rolling forecast for 12 months. In Sys Period i have created line item with Boolean. If Boolean checked then in main module it will sum for 12 months /12 and gives forecast for next month. How can I create time filter for this. For the first month i am getting correct value for next month it is giving same value. But it should not. Need to create time filter for this. Can anyone help me with this.

 

MaithriK_0-1648607694453.png

For March i got correct value. For April, May etc. it is taking same 12 months calculation. It has to change dynamically.

 

Thanks,

Maithri.

 

 

 

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
Jitendra.Vishnolia
Certified Master Anaplanner

Hello @MaithriK ,

 

An App is available in Anaplan App Hub which explains how Rolling Forecast could be implemented. 

You can visit the the app through the link below.

https://apphub.anaplan.com/rolling-forecast.html

 

~ Jitendra 

View solution in original post

MaithriK
Contributor

I got the solution using MOVINGSUM formula.

 

Thanks 

Maithri.

View solution in original post

5 REPLIES 5
Jitendra.Vishnolia
Certified Master Anaplanner

Hello @MaithriK ,

 

An App is available in Anaplan App Hub which explains how Rolling Forecast could be implemented. 

You can visit the the app through the link below.

https://apphub.anaplan.com/rolling-forecast.html

 

~ Jitendra 

MaithriK
Contributor

Do we have any time filter option other than app?

rob_marshall
Moderator

@MaithriK 

 

You create the time filters within your model...I believe @Jitendra.Vishnolia was attempting to say was to download that app to get ideas that you can implement into your model.

 

Rob

MaithriK
Contributor

Yes , I was checked the app. It was little confusing.
MaithriK
Contributor

I got the solution using MOVINGSUM formula.

 

Thanks 

Maithri.