Last quarter of FY

tampara.dora

Hi I'm trying to get the last quarter of the FY formula. 

 

I have Q1FY22, Q2FY22, Q3FY22, Q4FY22. I need a boolean which checks the last quarter of the FY ie., Q4FY22. Please help.

rob_marshall

@tampara.dora 

 

See if this helps:

Formulas:

• Year= item(time), Format = Year
• Last Quarter=  PERIOD(END(Year)), format = Quarter
• Last Quarter?= Item(Time) = Last Quarter, format = Boolean

 

 

 

pyrypeura

Another way would be by going by quarter count and checking where modulo 4 equals  zero. Please find the screenshots attached. 

 

Best regards,

Pyry

 

andrewtye

Similarly... do a check on the Year against the next year. So many ways to do this!

 

rob_marshall

@pyrypeura 

 

Good idea and a good way of accomplishing this.  One caveat, try not to use the cumulate() function as it is single-threaded and could have poor performance.  Instead, you can use either:

• Previous(Quarter Count) + Quarter Count as the function Previous is optimized for modules using Time. (https://help.anaplan.com/e5806da3-1ae6-4b45-9e02-68ac764cb97d-PREVIOUS)
• or YearTodate (https://help.anaplan.com/5b08fc8e-0fed-47e1-b5dc-f846a22e6431)

 

Rob

 

 

rob_marshall

@andrewtye

 

Well done!

tampara.dora

Thank You!! That helped.