Convert Months to Quarter

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

Best Answer

Comments

  • @tompatrick.ting 

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

    JaredDolich_0-1658667918147.png

    JaredDolich_1-1658667934185.png

     

  • Hi @JaredDolich ,

     

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

     

    Source Module:

    tompatrickting_0-1658668186940.png

    Target Module:

    tompatrickting_1-1658668214639.png

    Regards,

    Tom

  • @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.

    JaredDolich_0-1658668584187.png

    JaredDolich_1-1658668606541.png

    JaredDolich_2-1658668622962.png

     

     

  • Hi @JaredDolich 

     

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

    tompatrickting_0-1658668792644.png

    Regards,

    Tom

     

    Regards,

    Tom

  • Thanks @JaredDolich  - movingsum works !