Year To Date (YTD) summary column not showing data

varun.joshi07

Hi Experts,

 

I created one module, in which I added Time Range i.e FY 18, Number of Periods = 1, and Aggregation as Year To Date. For testing purpose, I added some data in some periods. I can see total amount under FY18 (Summary column), but no data appearing under YTD column.

 

Please let me know, if I have missed anything.

 

Thanks,

Varun

Rashmih

HI@varun.joshi07 ,

 

Please enable the current period in the Time Settings. YTD will be sum to entries till the current period.

 

Best regards,

Rashmi

varun.joshi07

@Rashmih Thanks for reply. Yes, I do have current period enabled, but YTD value is displaying.

varun.joshi07

@Rashmih I got the resolution. I was doing mistake. The issue was that I was using Time Range FY 18 YTD, whereas Current Period in model calendar is set to FY20. 

 

When I created Time Range FY 20 YTD, which was aligned to Model Calendar setting, where Current Period is set to Jan 20. It worked.

 

Thanks Rashmi for giving idea, which in turn, helped me find the solution.

 

Thanks,

Varun

varun.joshi07

I have another query related to YTD calculation. If YTD is calculated based on current period set under model calendar, then what would I need to do when business wants to see YTD calculation from Jan to Dec. 

For instance, I have set current period as Jan 20, If user enters $10 in Jan 20, the YTD value should be $10.

If user enters $15 in Feb 20, then YTD value should show $25. 

If user enters $10 in Mar 20, then YTD value should show $35.

Above example user case, I am not able configure.

 

Need expert advice for this user case.

 

Thanks,

Varun

Akhtar.shahbaz

Hi @varun.joshi07 

 

if you use Anaplan YTD then YTD amount will show at the end of the current year only but you can calculate YTD amount by adding one more line item & using CUMULATE formula

 

 

Hope this helps!

Thanks

Akhtar