Custom Time Aggregation

Dear Anaplan Experts,

Would it be possible to build a custom time aggregation function while still being able to leverage our system time functions?

For example, I am doing some salary calculations at the granularity level of day, then I would like to aggregate the period of 2022-05-25 2022-06-24 to June 2022 because our payroll calendar is not inline with the model calendar. So when we say June's salary, we mean May 25 to June 24.

Would it be possible?

Thanks,

Lily

Accepted answers

rob_marshall

@LilyLiuAnaplan

To accomplish this, check out the following...

I have a SYS Time Month module which tells me the start and end dates for the calculation.

In my data module (by day), I have the transactional detail, a line item telling me the month which will be used for a lookup, and the data to be summed.

The formula for the data to sum is:

IF START() >= sys month david.Start Date[LOOKUP: Month] AND START() <= sys month david.End Date[LOOKUP: Month] THEN Transactional ELSE 0

The result is:

Hope this helps,

Rob

abhay.kanik

@LilyLiuAnaplan

You can create a list with fake time and map it with the days you have . You will need a module with time on day scale and a line item. which will be mapped to each day.

Fake time sys.PNG

I suppose you data is something like this -

fake time data.PNG

In the final module there should be both actual time and fake time , there sum the line item by fake time mapping you did in system module.

the final output will be like this, formula you can see in the image below -

Fake month final.PNG

while native summary by time like like this-

normal time.PNG

Thanks

Abhay

All comments

rob_marshall

@LilyLiuAnaplan

To accomplish this, check out the following...

I have a SYS Time Month module which tells me the start and end dates for the calculation.

In my data module (by day), I have the transactional detail, a line item telling me the month which will be used for a lookup, and the data to be summed.

The formula for the data to sum is:

IF START() >= sys month david.Start Date[LOOKUP: Month] AND START() <= sys month david.End Date[LOOKUP: Month] THEN Transactional ELSE 0

The result is:

Hope this helps,

Rob

abhay.kanik

@LilyLiuAnaplan

You can create a list with fake time and map it with the days you have . You will need a module with time on day scale and a line item. which will be mapped to each day.

Fake time sys.PNG

I suppose you data is something like this -

fake time data.PNG

In the final module there should be both actual time and fake time , there sum the line item by fake time mapping you did in system module.

the final output will be like this, formula you can see in the image below -

Fake month final.PNG

while native summary by time like like this-

normal time.PNG

Thanks

Abhay

LilyLiuAnaplan

Thank you so much, both! It works perfectly.

Quick Links

Can you help?

Unanswered questions

import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
Cloudworks Big Query Integration Fail
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…
Looking for Anaplan End-Users to take a short survey!
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…