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

logikalyan
logikalyan
in Modeling

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.

image.png

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

Answers

  • Tiffany.Rice
    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:

    image.png
    image.png

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

    image.png
    image.png

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

  • Amaya
    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.

    image.png

    I hope this is helpful.

  • logikalyan
    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.

    image.png

    Again, thanks for your response

    Kal

  • Tiffany.Rice
    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.

    image.png

  • logikalyan
    logikalyan

    Thanks Tiffany,

    I completely forgot that.

    Kal

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