Sum if on a quarter level line item

GP
GP
edited September 9 in Modeling

Hey i need a little bit of help,

i want to sum month values to a quarter level value but the dimension isn't really time related its more like converted

The right solution would be 7000 in 'New Quarters Value' on Apr 24. May 24 and Jun 24
actually a simple sum if

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The upper Month dimension comes from a list(property) which shows dynamic the next 9 month, so its not a time range in general
List: Financial Plan next 9 Month:

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The formula
New Quarters Value: All Adjustments[SUM: Quarter]
leads to an unusal Anaplan error:

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Answers

  • Sai_Bharadwaj_Venati
    Sai_Bharadwaj_Venati

    You need to create a line item which will be of dimension ⇒ Project, Account structure, Quarter ⇒ In this line item we will use formula of Adjusted values[sum:Quarter]

    By using this intermediate line item you can pull value in New Quarter Value ⇒ Intermediate line item[lookup:Quarter]

    V.Sai Bharadwaj

    Connect on LinkedIn

  • GP
    GP

    i tried. this wont works, because the quarters list is also dynamic with the display name.

    image.png

    Values get empty, because of numeric list + no code

    FINDITEM('Financial Plan next 4 Quarter', Quarter in Text)

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    List says: this quarter + the next 3

  • GP
    GP

    i also tried to convert the quarter to date so i can make the sum, but this wont work either

    image.png

    adjusted Values[SUM: Date of quarter]

    image.png

    Why is it so hard to build a simple sum if in anaplan - i dont get it

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