Current year filter with YTD and YTG

logikalyan

Hello Community,

I need a filter in my sys module which should show only current year (this should be FY24). I also need YTD and YTG for this year, i.e current year.

I also need a filter for next year. i.e current year +1 and again should be filtered on same year YTD and YTG.

Is this possible in Anaplan.

Kal

AjayM

@logikalyan, Glad you figured it out.
Just avoid If-then-else when not required. In this case, your formula can be as simple as 'ITEM(Time) = 'SYS00 Time Settings Month'.Current Year OR ITEM(Time) = TIME.YTD OR ITEM(Time) = TIME.YTG'

VanshikaSingh

Filter for Current year refer :

https://community.anaplan.com/discussion/120568/time-filter-for-current-fy

Filter for YTD , YTG :
https://community.anaplan.com/discussion/48889/find-ytd-excluding-current-month-and-find-ytg-including-current-month
In this you can modify the formula as per the ask.

logikalyan

Hi Community

I have achieved this by creating a new Sys module by year. And added below formula and it works for me.

IF ITEM(Time) = 'SYS00 Time Settings Month'.Current Year OR ITEM(Time) = TIME.YTD OR ITEM(Time) = TIME.YTG THEN TRUE ELSE FALSE

Thanks for your responses

Kal

Dikshant