Formula for a Line Item

Hi All, I'm having trouble figuring out the formula for this. I need to create a Formula for "A" for the succeeding months but the first month should be an input.

Thanks!

Accepted answers

naveenmaurya

Hi Lorraine,

You cannot have both input and formula for the same line item.
What you can do is to create a new line item let's say "A1", where you will take value as input

Also create a Time Settings Module which has time as dimension and one boolean line item First Month? which will look like this

After this use formula in line item "A" of your module

IF Time Settings Module.'First Month?' THEN 'A1' ELSE PREVIOUS(A) - PREVIOUS(B)

I hope this helps.

Misbah

@LorraineGSD

Step 1: Create a SYS Time module where you will identify the first month of each year.

Step 2: Create another module where you store the beginning balance feeding into first months of each year . I have used Yearly Timescale here but you can use whatever scale you want

Step 3: Create a final module where you do the calculations

Hope that helps

Misbah

All comments

naveenmaurya

Hi Lorraine,

You cannot have both input and formula for the same line item.
What you can do is to create a new line item let's say "A1", where you will take value as input

Also create a Time Settings Module which has time as dimension and one boolean line item First Month? which will look like this

After this use formula in line item "A" of your module

IF Time Settings Module.'First Month?' THEN 'A1' ELSE PREVIOUS(A) - PREVIOUS(B)

I hope this helps.

Misbah

@LorraineGSD

Step 1: Create a SYS Time module where you will identify the first month of each year.

Step 2: Create another module where you store the beginning balance feeding into first months of each year . I have used Yearly Timescale here but you can use whatever scale you want

Step 3: Create a final module where you do the calculations

Hope that helps

Misbah

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.…