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Convert Months to Quarter

tompatrick.ting

Hi,

How can I sum my months to get the quarter value in another module?

My source module is using month, i turned off of the summary SUM for Time. (to save space)

My target module, i want to get the quarter value of my source.

Thanks,

Tom

Accepted answers

JaredDolich

@tompatrick.ting

Gotcha. In that case, you're down to a few options. The easiest will probably be MOVINGSUM.

MOVINGSUM(Bonus, 0, 0)

All comments

JaredDolich

@tompatrick.ting

Your target module should be set to quarters. Anaplan will automatically sum the months from your source.

tompatrick.ting

Hi @JaredDolich ,

I have tried that but i am getting zero value in my target module.

Source Module:

Target Module:

Regards,

Tom

JaredDolich

@tompatrick.ting

You're super close. I don't see anything wrong with the summary methods. Since this is a formula, can you check that the allocation % is non-zero? Test your formula first by removing the allocation percentage from your formula to see if the bonus values are showing up.

As you can see your setup with the summary methods works fine.

tompatrick.ting

Hi @JaredDolich

I want to turn of the SUM for time. In your screenshot, your source module summary uses time sum.

Regards,

Tom

Regards,

Tom

JaredDolich

@tompatrick.ting

Gotcha. In that case, you're down to a few options. The easiest will probably be MOVINGSUM.

MOVINGSUM(Bonus, 0, 0)

tompatrick.ting

Thanks @JaredDolich - movingsum works !

fssebastian

In relation to getting the sales per quarter.

Target Module : Account (List), Product (List), Quarter (List), Year (List)

Source Module : Account (List), Product (List), Month (Time)

I keep on getting zero value whenever I tried to lookup the sales from the source Module. I have already mapped the Quarter List to the Month Time. What am i missing?

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