Run Rate Period selectors instead of moving average

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therealwarsi
therealwarsi Member, ALL USERS, Partner Posts: 3 Occasional Contributor
in Planning & Modeling

Is it possible to have period start/end selectors to pick the run rate period instead of a moving average? Each time we add actuals it changes all the forecasts making previous adjustments and overrides obsolete requiring re-work. 

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  • therealwarsi
    therealwarsi Member, ALL USERS, Partner Posts: 3 Occasional Contributor

    I would like users to select which month or months they want the run rate to include in the average from prior months for forecast. Therefore unless this is changed by the user it would remain static even if we add actuals for a month.

     

    For example:

    - We are forecasting 8+4 for a GL account and users picked months 6,7,8 as their run rate using Booleen checkboxes for months 9-12. If I add September actuals and change the switch over date, I don't want Anaplan to automatically change the run rate to be 7,8,9 using a moving average. Hope this makes more sense.

  • therealwarsi
    therealwarsi Member, ALL USERS, Partner Posts: 3 Occasional Contributor
    This is good direction thank you!

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