Filter for YTD
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.
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.
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,0
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.
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.
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.0
disregard the lset part. i was able to fix the problem why the formula is just circling. again, appreciate your kindness.