Selecting Time averages

visivasa

Hi,

 

How to select the yearly average value of a line item from a module that is dimensioned by time (monthly), for the current year, in another module that is not dimensioned by time? Please note, I wish to make the formula dynamic and not use static values like TIME.FY19 

 

I have a "Shipments" module that is having monthly scale, time dimension. Line item "ShipmentRatio %" is a percent formatted metric.

 

I have another module called "Yearly Assumptions", which is not dimensioned by time. 

 

In the Year Assumptions module, I wish to calculate a line item as follows:

 

CurrentYrAvgRatio = Shipments.ShipmentRatio %[SELECT: TIME.'FY19']

Please note that ShipmentRatio % Summary and Time Summary methods have been set to "Average"

 

I don't want to hardcode 'FY19'. 

 

Using Shipments.ShipmentRatio %[SELECT: TIME.'Current Period'] is not helping as it is giving me the first MONTH's value from 2019, instead of FY19 average.

 

How can this be resolved? 

 

 

rob_marshall

@visivasa ,

 

If I am understanding you correctly, you can use a lookup module formatted as Time (Year) with the formula PERIOD(CURRENTPERIODSTART()).

 

 

 

Hope this helps,

 

Rob

DavidSmith

Have you tried Movingsum or Timesum?

 

Both have AVERAGE settings

 

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/MOVINGSUM.html

 

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/TIMESUM.html

 

David

 

 

visivasa

@DavidSmith @rob_marshall 

 

Thanks for your suggestions! For some reason, my forum topics got classified as spam and then got republished twice.

 

I follwed the solution in this post:

https://community.anaplan.com/t5/Anaplan-Discussions/selecting-TIME-period/m-p/44627#M5270

 

Rob -- using your solution through PERIOD(CURRENTPERIODSTART()) somehow is not working. PARENT(TIME.Current Period) works. 

 

David -- I had used TIMESUM earlier, but I wanted a quick lookup solution.

 

Thanks!