How do I setup a Time Filter that identifies if the current month falls under the current quarter?

zarrpac · 2025-06-01T21:08:17+00:00

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Hi, how do I setup a Time Filter that identifies if the current month falls under the current quarter?

To be specific, I want to aggregate the values of line items for specific months that falls under different time periods such as:

3+9: Aggregates the values of the months April to Dec

6+6: Aggregates the values of the months July to Dec

And so forth.

Thanks.

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LipChean_Soh

Hi,

I'm confused by your question.

You mentioned 'Filter' which implied some sort of filtered picklist.

On the other hand, you mentioned '3+9' and 'aggregation' which implied some sort of aggregation of line item value in Apr-Dec into a '3+9' version?

Can you come up with a mock scenario in a spreadsheet and then put up the screen shot here?

Thanks

gaurav_sharma-bng

Hi @zeebuggy - as LipChean mentioned, would be great if you could add more context to what exactly you're trying to do. I have created a very simplistic example based on my understanding of the issue-

Below are details of the build-

Scenario list with member 3-9, 6-6 (there could be more)

2. System module to capture the starting period of each scenario (this could also be automated)

3. Applicable Time Module dimensioned by Scenario list to identify valid periods

Using this you can add data from any module across these scenarios using IF-ELSE conditions

Let me know if this helps!

Regards,

Garry

zarrpac

Hi LipChean and Garry,

Here's a mock scenario in excel:

I want to be able to populate the cells with actuals and forecast depending on the context selector of 3+9,6+6,7+5,9+3.

I already have done it for one scenario 3+9 for the forecast but havent added the actuals yet:

But I can't figure out the formula for nested IF statement for the 6+6 and so forth.

This it eh Time filter I used:

Garry, I'll try your suggestion which should be simpler.

Thanks!

gaurav_sharma-bng

Hi @zeebuggy - the screenshot for data has the same values for 3+9, 6-6 and 7-5, so I still have a few more questions.

But, if you are storing the source data in a Native versioned module which has Actuals and Forecast. and you have a Scenario list where you have 3-9, 6-6, 7-5 as 3 different scenarios.

If that's the case, you can probably use below approach (not the most ideal though) as it seem that you are mixing the concept of a)native version and b) list versions in the same model - ideally we should be able to achieve everything through using 1 of these version types - Still sharing something that might help

Data module with native versions -

2. Time module to determine actual and forecast months for each scenario-

3. Final Aggregation module for each scenario-

As I said, not the most ideal and optimal according to me but hope it helps

Regards,

Gaurav

devrathahuja

Hi @zeebuggy ,
You can have a single boolean formula in a module dimensionalized with the forecast version & time dimension both.

Create a line item to identify the actuals period & forecast period in it using the start/end period settings.

Final line item will then be - If actuals then source else forecast.

This would help avoid multiple IF & THEN statements depending on the # of forecasts & would let you work with a single dynamic IF.

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