Regarding YTD

Amankrydv · 2023-06-30T06:38:03+00:00

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My current period is set to May 23. I am calculating YTD by taking it in time dimension, but it is calculating YTD by taking values upto May 23 and I want to calculate by taking values upto April 23. How should I do it ?

Accepted answers

rob_marshall

@Amankrydv

Do you have Switchover turned on in your Version settings?

And to get the YearToDate working across versions, simply turn off the Switchover checkbox for the YearToDate line item.

Results:

Timesum() is a known performance issue when using TimeSum() with Time in the Applies To. TimeSum should only be used without Time. From Anapedia: https://help.anaplan.com/timesum-45c3bc48-4d80-490d-9b18-76af505c6907

Instead of Timesum(), if you have to go this route, use Movingsum() instead as it is optimized for line items containing Time as a list (in the Applies To).

Hope this helps,

Rob

All comments

pyrypeura

Hi, if native YTD funcitonality doesn't work for you then you'll need to use timesum function to get the values you need.

rob_marshall

@Amankrydv

Do you have Switchover turned on in your Version settings?

And to get the YearToDate working across versions, simply turn off the Switchover checkbox for the YearToDate line item.

Results:

Instead of Timesum(), if you have to go this route, use Movingsum() instead as it is optimized for line items containing Time as a list (in the Applies To).

Hope this helps,

Rob

Amankrydv

Thanks https://community.anaplan.com/profile/rob_marshall , this solves the problem.

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