Hi All,
I needed a logic to pick the values as below:
If my current month selected is Jan, Feb or March FY20 then populate the value from Oct , Nov and Dec FY19 respectively.
Thanks & Regards
Madhu
@MadhabikaM
So what you are saying is that
If Jan 2020 is selected you wish to check Oct 19, Nov 19 and Dec 19 Values
If Feb 2020 is selected you would want to get Nov 19, Dec 19 and Jan 20 Values
And if both Jan 2020 and Feb 2020 are selected then you would want Oct 19 to Jan 2020 selected. If all the above assumptions are true then see if this helps
OFFSET(Check, 3, FALSE) OR OFFSET(Check, 2, FALSE) OR OFFSET(Check, 1, FALSE)
Excellent question. One that is asked regularly because there are many solutions.
Keep in mind the "9" you see here can be a line item so you can change that logic dynamically.
For me, I prefer to use OFFSET since that is what you are trying to do. "I want to offset the sales by 9 months". this follows the PLANS methodology.
But as you can see all these will work.
You can also check out this article that discusses the performance impact of each of these. In this case, however, you won't be able to use PREVIOUS. And I don't ever recommend using SELECT.
https://community.anaplan.com/t5/Anaplan-Platform/Performance-Comparison-OFFSET-LAG-PREVIOUS-LOOKUP/td-p/51140
Whatever Professor @JaredDolich said is absolutely right and is applicable for Booleans as well. Instead of writing
OFFSET(Sales, -3,0) which will be applicable for number formatted line items you can write OFFSET(Sales, -3, FALSE).
Glad that it worked. And the name is Misbah.
Cheers!!
Hi @MadhabikaM
Alternatively, you could have used movingsum with any aggregation method
PFA the snip,
Hope it helps
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