How do we calculate ytd monthly totals that don't inflate the quarter and FY totals?

ebarlow21
ebarlow21
in Modeling

We want to see YTD monthly and YTD quarterly as well as the total FY. Currently when we use YTD the quarters and FY totals are overstated.

For instance in September the quarter total shows Jul-Sept, but the quarter total is double counted. The time selection we have set in the model is quarter totals and YTD summary and the module line items are set to month.

Thanks for your help.

@ebarlow21

Best Answer

  • nordnick
    nordnick
    Answer ✓

    Hi @ebarlow21 ,

    I suppose, you're trying to implement the month-to-date (MTD) and quarter-to-date (QTD) functionality. Unfortunately, there's no way to implement it with the default timescale, hence, you'll need to resort to the

    1) "fake timescale" - here you'll need to use quite a long formula with reference to particular items in the fake tiescale

    2) a separate line item for QTD and MTD https://community.anaplan.com/discussion/604/quarter-to-date-ability

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