Quarterly Totals in Months



In my module for forecasting salaries, I want quarterly totals in months (see attached) to be used for Superannuation calc. But I want to achieve it using MOVINGSUM (or similar) based on a "Pay" line item which resets after every 3 months.

Any help would be greatly appreciated!


P:S: turning on quarterly totals or adding/mapping another dimension say "Quarters" list is not an option

Best Answers

  • Vinay VaradarajM

    Hi @tyagi_shub ,


    You can achieve it from using the functions MOD and offset (however, there could be any other methods as well).

    I have attached two screenshots which you can refer.


    Data View

    Screenshot 2021-05-24 at 12.32.53 PM.png


    Formula View

    Screenshot 2021-05-24 at 12.33.07 PM.png


    Hope this helps!




  • ChrisAHeathcote


    If you would like to use MOVINGSUM then utilise the 'Pay' line item to feed the function.


    Example - MOVINGSUM(Salary Per Month, 1 - Pay, 3 -  Pay)


    This should correctly calculate the 'Salary Per Quarter' line item and is by far the simplest solution.


  • Hello @tyagi_shub ,


    Create a line item called Qtr_total and the formula should be

    salary[lookup:SYS Time Months.quarter]


    SYS Time Months module is your time settings module by Month, where you have a mapping between your months and quarter. Hope you can create a formula for finding the quarter of the month.


    Let me know if you need help.







  • Hi @ArunManickam ,

    Thanks for the reply.

    But how can you identify quarter of the month when your quarterly totals are off and you cannot select "Quarters" as a format in a line item? and that is why I've mentioned in my post script that turning on "Quarterly totals" is not an option for this one.


  • Use QUARTERVALUE function 

  • Thanks @ChrisAHeathcote, my logic parameters were wrong but now it's all good and working. 

  • Thanks, @Vinay VaradarajM, this is indeed another good solution which I will be using If I don't have to use the MOVINGSUM along with my "Pay" line item. But still, thank you, this is good learning for me.