Deriving the month/quarter value from the line item
I have a line item ' Transaction Date' formatted to 'Date' . Sample value : 01-08-2021. I am trying to derive the Month,Quarter and Year from this Date value in the below sample format.
Month: Jan 21
Quarter :FYQ1 FY21
Is there any formulas to derive these values?
You can use the Period function. This converts a date parameter to a time period as result. The time period is determined by the time scale of the result line item.
For more details, you can refer to this link... https://help.anaplan.com/0ad7359a-4c23-4033-a3b0-755cb2d7930d-PERIOD
thanks @Akhtar.shahbaz @Rashmih0
if your line item ' Transaction Date' formatted to 'Date, then it is easy to get Year, month & quarter information. Create three line-item formatted as Year, Quarter & Month. and use formula as PERIOD(Transaction Date).
Hope this helps!