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

JaredDolich

@tompatrick.ting 

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

MOVINGSUM(Bonus, 0, 0)

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

tompatrick.ting

Thanks @JaredDolich  - movingsum works !