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

Year:FY21

Is there any formulas to derive these values?

Thanks

Prabakaran

Accepted answers

Rashmih

Hi @praba71,

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

Best regards,

Rashmi

praba71

thanks @Akhtar.shahbaz @Rashmih

All comments

Rashmih

Hi @praba71,

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

Best regards,

Rashmi

Akhtar.shahbaz

Hi @praba71

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!

Thanks

Akhtar

praba71

thanks @Akhtar.shahbaz @Rashmih

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