Change Model End of Fiscal Year Setting while preserving all data in order to align week 53

DavidKidd

Due to a new controling entity, in our main budget model, we need to change our 'End of Fiscal Year' setting from 'last Sat in Jan' to 'Sat nearest end of Jan. 

Our current set-up gave us a week 53 in January 2016, but our new controlling entity requires us to align our financial calendar and budget a week 53 in January 2018. 

Updating our model time settings has the undesirable effect of removing all historical and forecast data, perhaps as the time periods are incompatible? Is it possible to update the model time settings without losing all model data?

 

 

 

DavidKidd

Hi Chris,

 

Thanks for the reply. I think the option of creating a new model and doing a mass export/import is the path that we are going to head down, it's good to get some assurance that this is a sensible approach.

 

Regards

 

David

DavidKidd

Hi David,

 

Thanks for the response.

 

I am going to map the data in FY16 Wk 53  back into FY16, in order to preserve the FY16 yearly totals.

 

I am going down the export/import  path. I have duplicated the model, changed the Fiscal year settings in the target model (which then deletes pretty much all module data), and am now importing data back into the target model from the previous model using the Anaplan functionality.

 

This throws out errors where there is a conflict on time e.g. where the FY16 wk53 does not exist in the target model. I am saving the .txt output and I will apportion this to FY16 in the target model at a later stage, which will be the tricky bit. Your suggestion is helpful and I reckon I'll be doing something along those lines.

 

Cheers,

 

David