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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.

Accepted answers

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

All comments

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.

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