How to read Month module to Quarter Module

shadmani
shadmani
in Academy Discussions

I am facing a issue to read data from monthly module to quarter module .Here is the scenario -

Model calender doesn't have quarter included.

Source module - Monthly

Target module - Quarter (using time range as model calendar doesn't have quarters )

I created a system module like this to use in sum by condition

image.png

In target module - read from source module and sum by Quarter.

Result is zero. Any suggestions?

Thank you in advance .

Answers

  • Vinay VaradarajM
    Vinay VaradarajM

    Hi @shadmani : One of the ways to achieve this will include building a few intermediate modules using Custom Month list with Anaplan Month and Anaplan Qtr as properties. Shown below:

    1. Data
    Screenshot 2023-07-21 at 1.26.57 PM.png

    2. Mapping

    Screenshot 2023-07-21 at 1.28.34 PM.png

    3. Data by Custom Month

    Screenshot 2023-07-21 at 1.29.55 PM.png

    4. Data by Anaplan Qtr

    Screenshot 2023-07-21 at 1.30.37 PM.png

    regards,

    vinayvm

  • StevenBeerthuizen
    StevenBeerthuizen

    Depends on sizing, but you can also do this:

    image.png
    image.png

  • fssebastian
    fssebastian

    Hi,

    In relation to getting the sales per quarter.

    Target Module : Account (List), Product (List), Quarter (List), Year (List)

    Source Module : Account (List), Product (List), Month (Time)

    I keep on getting zero value whenever I tried to lookup the sales from the source Module. I have already mapped the Quarter List to the Month Time. What am i missing?

    image.png
    image.png
    image.png

Categories