Dynamic reporting for weekly and monthly

MadhabikaM
MadhabikaM
in Modeling

Hi All,

 

I need a suggestion on below requirement.

 

I want to create a P&L report where by current month data should be shown at a weekly level for current month and show the month total and the remaining months in R12 will be planned at a monthly level

 

Can this be possible in a single grid(single module), to publish as a single report.

so, that when my current month is changed, it dynamically change my report view to current month as weekly and remaining as monthly.

 

Thanks & Regards,

Madhu

Tagged:

Answers

  • ArunManickam
    ArunManickam

    Possible. This is more like a telescopic non-linear view.

     

    You need to create a custom time scale which has elements created accordingly. Your custom time scale will look like this,

     

    ArunManickam_0-1598329413933.png

     

     

    Thanks

    Arun

  • NakulAggarwal
    NakulAggarwal

    Hi @MadhabikaM 

     

    few questions :- 

     

    1. Is it an output report or planning Grid (in rest 11 months will you Input or Just view) ?

    2. Will your current month be from a List selector or Model Settings ?

    3. Are you using a Native Time List or Dummy ?

     

    Thanks,

    Nakul

  • MadhabikaM
    MadhabikaM
    Hi Nakul,
    Please find my response below:
    1. Is it an output report or planning Grid (in rest 11 months will you Input or Just view) ?
    Its a reporting grid, it will be just view in rest 11 months

    2. Will your current month be from a List selector or Model Settings ?
    My current month would be from my Model setting, and my calendar type in setting is weekly 5-4-4(Just FYI)

    3. Are you using a Native Time List or Dummy ?
    We are using anaplan native time List, but version used is customized we are not using native version provided.

    Regards
    Madhu
  • jackcplanning
    jackcplanning

    Since you're using the native time series, I think you're after a time filter in the reporting view. Try the following and let me know if it works for you:

    1. In the weekly time module, create a boolean Current Week? with PARENT(ITEM(Time)) = PARENT(PERIOD(CURRENTPERIODSTART())). This will show the weeks you've set in the Time settings.
    2. In the monthly time module, create a boolean > Current Month? with ITEM(TIME) > PERIOD(CurrentMonth). This will show true for all months following current period.
    3. Back in the weekly time module, create a boolean combining the two line items created above.
    4. Apply filter to the reporting module

    Best,
    Jack

     

  • rob_marshall
    rob_marshall

    @MadhabikaM ,

     

    @jackcplanning is exactly on the right track, just beat me to the punch.  Here are some pictures, slightly different than what Jack did, but I think it will work for you.

     

    Time Settings:

    2020-08-25_07-57-09.png

     

     

    Create a SYS Time - Month module and create a line item named Current Period from Time with a format of Boolean with the following formula:

     

    2020-08-25_07-57-38.png

     

    In your SYS Time - Week module, create the following line item with a boolean format

     

    2020-08-25_07-57-56.png

     

    Change the Summary to Formula

     

    2020-08-25_07-58-10.png

    For a result of

     

    2020-08-25_08-01-52.png

     

    Hope this helps,

     

    Rob

  • MadhabikaM
    MadhabikaM

    Thank you @jackcplanning, this work perfect on weekly dimension ed modules.

     

    Thanks For your help 🙂

  • MadhabikaM
    MadhabikaM

    Thank you Rob,

    this work perfect on weekly dimension ed modules.
    Thanks for your help 🙂
    Madhu

Categories