Return sum of forecast in a module with no time dimensions

hinamahmood1994

I want to return the sum of values for a line item for my forecasted months. The module I want the value to be returned in has no time dimensions. Originally was using a look up to look at a certain month but not sure how to do it for sum of multiple months.

- I have created a module that has my time filters.

- Used a formula to say IF Forecasted Weeks then return Line Item else 0

The module I now want to show a rolled up a number for remaining year has no time dimensions. This is the template using to feed data into my no versions module.

Thanks 🙂

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Accepted answers

DavidSmith

@hinamahmood1994

Have a look at TIMESUM

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

This is specifically designed for this.

If your forecast weeks are from the current period onwards, it should be quite simple to set up

David

DavidSmith

@hinamahmood1994

Sure

You can do this using 2 Time settings modules

1. Set up a monthly Time Setting module and flag the forecast periods (in my example it is months) and then count those using a simple IF

2. Create a Time Lookup Module (no dimensions) and create a line item to return the current year (from the current period). the format is Time Period - Year. you then use that to LOOKUP the year value from the Time Settings Module

Future Periods formula = Time Settings.Number of Forecast Periods[LOOKUP: Current Year] - 1

you need the -1 because the next formula uses "additional periods to add"

3. Use the Time Sum formula using 0 and Future periods as parameters

I hope this sorts it for you

Time Settings and Time Lookup module are really powerful and avoid the hard coding nature we see in the field

David

All comments

DavidSmith

@hinamahmood1994

Have a look at TIMESUM

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

This is specifically designed for this.

If your forecast weeks are from the current period onwards, it should be quite simple to set up

David

hinamahmood1994

@DavidSmith

That's worked!

If i wanted to only show forecast data for 2019 how would I do that ? My forecast weeks roll up for 2 years.

hinamahmood1994

I figured it out - needed to create a start week and end week where i select the weeks i want or need.

Thank you for your help 🙂

DavidSmith

@hinamahmood1994

Sure

You can do this using 2 Time settings modules

1. Set up a monthly Time Setting module and flag the forecast periods (in my example it is months) and then count those using a simple IF

Future Periods formula = Time Settings.Number of Forecast Periods[LOOKUP: Current Year] - 1

you need the -1 because the next formula uses "additional periods to add"

3. Use the Time Sum formula using 0 and Future periods as parameters

I hope this sorts it for you

Time Settings and Time Lookup module are really powerful and avoid the hard coding nature we see in the field

David

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