Time filter settings

Kireshma1234

i have a time settings module dimensioned by time and version. I need to check for months and years in one line item. Is there a formula i can use that will only allow me to tick for months and year and exclude Quarter?

Tiffany.Rice

You are not able to directly enter data into Summary level/periods. So when a line item is dimensioned by the month time scale, inputs may only be made at the monthly level.

There are approaches you can use to create a formula which brings together inputs from line items with differing time scales. I'm including some examples below to help you understand the approach.

Here is a similar question - regarding how to exclude half year summary:

https://community.anaplan.com/discussion/154827/how-can-i-filter-out-certain-time-periods-in-my-time-filter

Also check out this how I built it video which is illustrating how multiple line items can be brought together, the approach can be modified for your specific needs but having this walk though might help you to envision a solution:

https://community.anaplan.com/discussion/156482/how-i-built-it-dynamic-month-quarter-and-year-filter