Change Time Range start month from Jan (calendar years) to March/April (financial years).

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Change Time Range start month from Jan (calendar years) to March/April (financial years).

IDEA: Allow Time Ranges with Financial Years to be applied to Input / Output Modules - i.e change Jan commencement to Apr.


Within the Financial Services Industry, it is common that the format of Reports / Outputs, as well as Inputs, use the Financial year (e.g year ending 31st March).


To allow this functionality, the approach I have taken to-date is by adding two 'Financial Year' numbered lists; 1) F2 Financial Month, 2) F1 Financial Year. The display names of each 'Financial Year/Month' and mapping to Time Periods can then be driven by an Admin Input Module. 


In addition to this, to account for the loss of TIME dependent functions, the least time-consuming approach requires mapping 'Financial Month/Year' to Time Periods, Calculating within a TIME dimensioned module/line item, then map back to 'Financial Month/Year'. List item properties can also be added to 'Financial Year/Month' for PREVIOUS and NEXT list item.


All this is possible but adds additional complexity/staging to a model that may already be complex in nature - every little helps!



The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.
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