Phased an income over period

Will Man

Hi 

 

I need to phased income over time over period (example below)... any suggestion how I can do that please?

 

Income per month line is where I want to get to!!

 

Thanks in advance

 

Income	100	200	150
	Jan	Feb	Mar	Apr	May	Jun	Jul
1	20	40	30
2		20	40	30
3			20	40	30
4				20	40	30
5					20	40	30
Income per month	20	60	90	90	90	70	30

dmitrii.mamaev

 

Hi @Will Man 

Look at "Spread" function

 

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

 

usman.zia

Hi @Will Man 

 

You could make use of the CUMULATE function or YEARTODATE funtion or MOVINGSUM function.

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

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

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

 

I would recommend YEARTODATE function.

 

Thanks,

 

Usman

 

DavidSmith

@Will Man 

Also, look at PROFILE

 

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

 

David

DavidSmith

@Will Man 

This sounds like a similar problem I solved with "cohort" or "diagonal" calcs.

See this post from earlier this year

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Diagonal-sums-over-flat-list-dimension-on-Anaplan/m-p/40570#M4180

 

Hope that helps

David

dmitrii.mamaev

@DavidSmith  It's very intersting solution with fake time dimension.

In case of small number of periods to spread (less then 10) as an alternative one we can use another way:

Add up to 10  **** line Items with formula like:

 

'Period+1'= OFFSET(inputdata,-1,0)* '% for day1'

'Period+2' = OFFSET(inputdata,-2,0)* '% for day2' etc.

Total = 'Period+1'+ 'Period+2' etc.

 

This solution sometimes can be faster and take less cell quantity. 

 

But "It depends" on the model and not a rule

 

Dmitrii Mamaev.