Quarter Apportionment

CommunityMember111277
CommunityMember111277
in Modeling

Hi Team,

 

I have couple of queries regarding the below snapshot

  • Both Q1 & Q2 has 91 days, however the quarter balance is different? Can anyone explain the difference?
  • Are we calculating values for quarters first, & then segregating the quarterly values into monthly or is the other way around?
  •  What does "Quarter Apportionment" means? Is it like "Total yearly value divided by 4"? 400 / 4 = 100 per quarters. If yes, then how come quarter values are different for each quarters

 

CommunityMember111277_0-1652293439642.png

 

Thanks

B

 

Tagged:

Answers

  • ManjunathKN
    ManjunathKN

    Hi @CommunityMember111277 

     

    -Although both quarter has 91 days, the value depends on other part of formula like commission %. 

    -there is no segregation here. Month values depends on quarter apportion for each month and commission and similarly for quarter for quarter apportion and quarter commission. This is when you keep the summary as formula, 

    -quarter apportion for month is quarter days/month days

     

    Thanks,

    Manjunath

  • CommunityMember111277
    CommunityMember111277

     HI ManjunathKN,

     

    Thanks for your inputs.. 

     

    When you are saying "other part of the formula" like commission etc. - is the formula fixed or flexible? 

    Example - let say, my commission + others % = 10%, salary 12000

    So, my Q1 & Q2 balance should reflect the same = 3000(12000/4) x 10% x 91/366

     

    What am I missing here? The only way the quarters can have different values if commission% is different for every quarter/month. If yes, then how does it sum up to yearly commission rate calculation of 10% (example)

     

    Thanks

     

  • willridge
    willridge

    Hi, Anaplan will calculate values for months first, then summarise those to quarterly values. It looks like you're getting different quarterly values because something in the monthly calculations isn't evenly phased across all quarters.

     

    Could you share screenshots of the source modules and blueprint views?

  • ManjunathKN
    ManjunathKN

    Hi @CommunityMember111277 

    What you are stating is true logically. Could you please share the screenshots on blueprints to understand more?

    Thanks,

    Manjunath

Categories