Filter for YTD

hi All,

May I ask a question or a reference on how to create a filter for YTD. so the condition is when user select a Month > Jun 23 then it will display Jan 23- Jun 23 of the current Year. I was only able to make the filter for current month plus 3 previous months with the help pf an expert here.

Appreciate your time and thanks in advance.

Regards,

Accepted answers

All comments

AjayM

Hi @Jsdeloria21 ,

While there are multiple ways of achieving time filtering, I am first confused about your ask.

When you say YTD, should the filter update based on current period or current date (if you have any such field) ?
Or, am I right to assume that this is a user selection lineitem which is timeperiod formatted, and the ask is to show all past months of the year including selected month?
When user selects a Month > Jun 23, show Jan'23 to Jun'23? Is it based on any selected month or any selected month greater than Jun'23?

Based on my assumption (#2), here is one way to show all selected + past months of the year, based on selected month:

Please correct my assumption (if wrong) and we can look at more appropriate solution.

Cheers!

Jsdeloria21

Hi, AjayM,

Yes your assumption is correct it is based on the selected Month that I have created. I can see the process you created is what I have already prepared at the moment. Can I ask one more assist. if the user selected Q1 for example. it should display the quarter months.

I really appreciate your guidance on this matter AjayM

Thank you and Regards,

AjayM

You should be having a different lineitem selector for quarter, in which case, below should work:

As you can notice, I just created additional ‘quarter’ formatted lineitem to address the need.

Cheers!

Jsdeloria21

hi @AjayM,

I seem to have an issue on the YTD month formula. Anaplan is not accepting the formula for some reason. Or maybe I am doing something wrong.

its been circling over and over then will prompt an error msg. hope you can assist in this matter.

Regards,

AjayM

Sure, if I can please look at your formula for this troublesome lineitem.

Also, the SYS000 module is dimensioned by L0 along with time. I guess your month selector is by L0, and if not, I don't think you need any other dimension than time for this particular filtering.

Jsdeloria21

hi @AjayM,

disregard the lset part. i was able to fix the problem why the formula is just circling. again, appreciate your kindness.

Regards,

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