Phased an income over period

Will Man · 2019-10-18T03:42:41+00:00

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 Income100200150 JanFebMarAprMayJunJul1204030 2 204030 3 204030 4 204030 5 204030Income per month20609090907030

Will Man

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

Accepted answers

dmitrii.mamaev

Hi @Will Man

Look at "Spread" function

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

All comments

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

dmitrii.mamaev

Hi @Will Man

Look at "Spread" function

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

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.

Quick Links

Can you help?

Unanswered questions

Cell Count Limit on Line item Block Error when New Users are added - How to Fix
So one of our models has quite a few user dimensioned filtering modules which we use in UX to show user specific information. This being said, I know Anaplan doesn't place a limit on the number of users that can be added to a model. but when I try to add a new user . the model processes change for ~7-8 mins before throwing…
Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…