Making YTG column '0' for a particular line item.

logikalyan · 2024-12-11T09:45:10+00:00

There was an error rendering this rich post.

Hello Anaplanners,

I need formula to below.

I have a module which I am using in management report. Module has values for FY24, YTD, and YTG. But for one line item, 'Opening Cash', we do not need YTG column.

Currently the line item just points to the other module to pull the data. May be I need something that makes YTG column '0'.

I tried to do this in the management report in many ways. I can hide and make this transparent etc etc but cannot remove the variance column which is not driven by back end module. So I believe if I change the formula to make YTG '0' using Time function or something, that might give me a solution. I have tried Time function using If statements etc which is not working for me. Sure I am missing something simple.

Appreciate any responses.

Kal

Accepted answers

All comments

Tiffany.Rice

Have you considered using a time range for those inputs to exclude YTG? https://help.anaplan.com/time-ranges-1d28b6e4-184b-4ba2-990c-defcaf65bde6

Below is example of that setup if you wanted your inputs to reflect a different time range:

The output would then leverage the formula summary method and a time range/model calendar that includes the YTG totals:

Rather simplistic but a time range is the easiest way I can think of to drop specific aggregation points from the time horizon.

Amaya

Hello

I'm sorry if I didn't understand the purpose of your question.

I think it should be possible to specify TIME.YTG and make YTG behave differently, but is the method below not possible?
If what you want to achieve is different, I would be grateful if you could provide additional information.

I hope this is helpful.

logikalyan

Hi Tiffany,

Thanks for your message. I dont see what I see in your image in Time range in anaplan. How did you change the time range to FY24 w/YTG and what actually that means.

Again, thanks for your response

Kal

Tiffany.Rice

@logikalyan - check out the Anapedia documentation: Time ranges | Anapedia. It will give you the background on what they are, how to use them, etc.

Time ranges are a structural component that can be built within each model. The first step is to create the range within the time settings, then you can update any module/line item to reference that range.

logikalyan

Thanks Tiffany,

I completely forgot that.

Kal

Quick Links

Can you help?

Unanswered questions

Has anyone taken a stab at Master Anaplanner Recertification exam yet?
Just curious :)…
Solution for indent diabled for hierarchical list when the page has more than two axis
Hello fellow Anaplaners, I have a question about the UX for Anaplan for hierarchical list. If I have a list with multiple layers, say P1, P2, P3, and P4, and the workpage had 2 axis, list and line items, in its vertical axis and time in its horizontal axis (see figure below) The list is shown without indentations, and may…
Best way to Architect Financial Statements in Anaplan for Scalability
I have seen two methods used to build financial statements and I am wondering what others have experienced in scalability/maintenance between the two or if there is a better approach. Assume that we have a flat data source for our general ledger within Anaplan. Our line item we are focused on within the source data is the…