% Total in FY/Q

BlueSky-Wind chaser
BlueSky-Wind chaser
in Integrations and extensibility

Hi All,

User wants to input the % in months, I did not enter q1 months%. from Q2- Q4 I have entered 1% each month. I'm finding issues in summary. Q1 should be 0%, Q2, Q3, Q4 should be 1 %. FY24 total should be 3%. How to achieve this solution? I tried all the summary methods , not working out.

image.png

Can help to share the thought process on the same?

Thanks.

Answers

  • Anurag0911
    Anurag0911

    I might be understanding this wrong but you want to have Average at Quarter level and Sum at Year level as a summary, Is that correct?

  • BlueSky-Wind chaser
    BlueSky-Wind chaser

    @Anurag0911 , Sum at Q level and year level should be sum as well.

    below is the output i'm expecting

    image.png

  • CommunityMember123585
    CommunityMember123585

    if you are expecting sum at Q level then sum will be 3% for Q2 ,Q3 and Q4 and for FY it will be 9%. also as per given sheet by you .pls share the solution if found .

  • Anurag0911
    Anurag0911
    edited August 27

    As mentioned above by Mayank. If you use aggregation as sum you get 3 at Q and 9 at Y. If you want to get output as shown in the image you shared you need to create 2 more modules one at Q level and use Average as an aggregate (1 as an output) and then use another module at Y level and use Sum as an Aggregate method (Both Achievable using Sum function [SUM | Anapedia (anaplan.com)])

    Above can be achieved in one module and also with less modules. This is more comprehensive to look at.

    Hope this is helpful.



  • alexpavel
    alexpavel

    @BlueSky-Wind chaser For a numeric line item, Anaplan can applye simple aggregation methods like SUM, AVG, MAX, and MIN across all the elements of the Time dimension.

    From your example, from Months to Quarter you want that Anaplan does some kind of average and from Quarter to Total Year to apply the SUM.

    This kind of behavior cannot be solved with the existing simple summary methods.

    The ways to overwrite the simple summary methods are the Ratio and Formula.

    In your case, the Month level is manual input, so to overwrite what you see at Quarter level or Year Level, you need to use the Ratio method.

    You will need to create additional line-items that at Quarter and Year levels shows what you want to see and use Ratio summary method for the input line-item.

    Hope it helps

    Alex

Categories