topic Re: How to pick up the balance from a previous month in Anaplan Platform https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106201#M25314

ok, Thank you 

 Sat, 24 Apr 2021 03:19:38 GMT neg177 2021-04-24T03:19:38Z How to pick up the balance from a previous month https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106198#M25311

Hi,

 

We are trying to pick up a Line Item Balance from the previous end of the month. For example, for the month of Feb, need to see the ending balance that is at the end of January. 

 Sat, 24 Apr 2021 02:41:30 GMT https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106198#M25311 neg177 2021-04-24T02:41:30Z Re: How to pick up the balance from a previous month https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106200#M25313

Hi @neg177!

Do you use custom time or no?

Classic solution with native time:

1. You calculate CB on month (OB + Movements).

2. You calculate Opening Balance use PREVIOUS(CB) formula.

 

This formula take amount from previous month from needed LI.

 Sat, 24 Apr 2021 02:52:00 GMT https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106200#M25313 AntonMineev 2021-04-24T02:52:00Z Re: How to pick up the balance from a previous month https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106201#M25314

ok, Thank you 

 Sat, 24 Apr 2021 03:19:38 GMT https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106201#M25314 neg177 2021-04-24T03:19:38Z Re: How to pick up the balance from a previous month https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106203#M25316

You are welcome. if my answer helped you, please mark it as a solution.

 Sat, 24 Apr 2021 04:39:48 GMT https://community.anaplan.com/t5/Anaplan-Platform/How-to-pick-up-the-balance-from-a-previous-month/m-p/106203#M25316 AntonMineev 2021-04-24T04:39:48Z