Boolean Formula - Match line item with date to date on column i.e. item(time)

jk1nn1ck_*20973

Hi,

I am trying to write a boolean formula that will create the check mark where the formula finds a match between another line item containing a date and the calendar date on my columns, i.e. item(time).

Attached are my current views and what I am trying to accomplish. Can someone please help me write this formula?

I do not know if it is possible or if I may need another module to look up to.

Thanks,

fg_57523.png

fg2_57523.png

Accepted answers

All comments

nathan_rudman

Because your calendar is daily, you can use the function start(), which returns the starting date of the calendar period. In your case, the date of the day.

You can simply compare with the formula:

start() = recalc date

Additional info: often we compare periods as well. For that it is better to create a line item called current period with a formula

PERIOD(ITEM(TIME))

And you can compare that one with another line item period of another date.

Format these line items to the period you cant to compare (year,month, week, day).

nathan_rudman

by the way START(ITEM(TIME)) works although it un-necessary.

jk1nn1ck_*20973

Thanks for your fast response and feedback, but I am still unclear as to what the formula needs to be for my line item 'Recalc'd Date Boolean' to accomplish what I want. Will you please provide a formula that will work?

rob_marshall

@jk1nn1ck ,

One way of doing is to add the All Periods for Time:

On your Date formula, change the summary to First Non Blank:

The formula for recalc would be:

START() = Date[SELECT: TIME.All Periods]

Does that help? One problem with this is if the "date" line item can have multiple occurrences? Let me see if I can come up with a better solution without using the All Periods trick.

Rob

rob_marshall

@jk1nn1ck ,

Ok, a better/alternate way of doing this, is to have the recalc'd date in a different module (without time) associated with it. Again, I am not sure what the requirements are, but I would take a guess the recalc'd date doesn't need to be dimensionalized by time.

and then have the formula point to that.

Hope this helps,

Rob

jk1nn1ck_*20973

@rob_marshall thanks for this solution, however, my time has to be setup by 'Weeks: General' for my model to work. See screenshot attached. I will try your second solution which looks like it has a good shot to work. Instead of employees we have properties and ownership groups, set up as lists, of those properties that have different monthly accounting close dates that vary by ownership group.

rrr_57625.png

rob_marshall

@jk1nn1ck

yes, I saw you have Properties, I just used a list that I had to simulate it, in my case Employees. The 2nd solution should work well for you.

Thanks,

Rob

Quick Links

Can you help?

Unanswered questions

L2 Import DEM01
Hi all, i'm trying to import the file DEM01 csv but i don't know how to do it How do i select th evalue of DEM01 if the time value is on column? thanks a lot Andrea
ADO File Upload - Semicolon Delimiter
Hi, Based on the regional settings, my default delimiter/separator for CSV files is a Semicolon. In the classic way of uploading a csv file, I was able to select the delimiter. When using ADO, I don't have the option to select a delimiter. Uploading a Semicolon delimited file returns an error, or an upload with only one…
Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…