How to Aggregate Monthly Data to Yearly When Time Summary is Set to None

sosunkwo · 2025-03-17T21:05:33+00:00

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Hello Anaplanners.

I have a module dimensioned by Month, but the Time Summary for my key line item is set to None to optimize space. However, I need to bring this data into another module that is dimensioned by Year.

Since the time summary is disabled, the values don't automatically roll up to the yearly level.

Would anyone happen to know the best way to handle this while keeping things efficient?

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rob_marshall

@sosunkwo

Turn the summary to Sum for the Time dimension, that will be the most efficient way even though it is costing you some space.

seymatas1

Hi @sosunkwo,

As Rob noted, if possible, turn on only the time summaries.

If that is not possible, you can try using MOVINGSUM with a time system module.
Probably, you have a time system module where you have the first period of each year. The line item should be number-formatted, Booleans will not work.

Use a MOVINGSUM formula:

Yearly Sales Data. Sales = MOVINGSUM(Monthly Sales Data.Sales, SYS Time Module.First Period)

I hope this helps. 🌷🙂

Seyma

sosunkwo

Thank you @rob_marshall. I figured this is the best setup as other approaches I tried resulted in me unnecessarily over-engineering.

sosunkwo

@seymatas1 - this is a creative workaround, thank you. I will add it to my toolbox :). But yes, as Rob noted, I think turning on only the time summaries would suffice for now.

RaghuMulki

Not clear on the relevance of the system module here apart from using in Moving sum formula. If we still keep 0 instead 1 in system module then also it is giving the same results.

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