Calculation to get Quarters for Previous Year Only, Current Year Only, and Forecast Year Only etc

sosunkwo
Frequent Contributor

Calculation to get Quarters for Previous Year Only, Current Year Only, and Forecast Year Only etc

Hello, 

 

I'm trying to configure the view below using the Time Settings and/or Time Lookups module. I've tried multiple things, but haven't been successful. Can anyone provide guidance on how this can be achieved? Thanks. 

sosunkwo_0-1628867848025.png

 

1 ACCEPTED SOLUTION

Accepted Solutions
Misbah
Moderator

Re: Calculation to get Quarters for Previous Year Only, Current Year Only, and Forecast Year Only et

@sosunkwo 

Assuming you have only one forecast year and one prior year - see below 

 

Misbah_0-1628866041827.png

Misbah_1-1628866075193.png

Also First line is dependent on Current Period set on the main Time Page.

Misbah_2-1628866174525.png

 

Misbah

 

View solution in original post

4 REPLIES 4
Misbah
Moderator

Re: Calculation to get Quarters for Previous Year Only, Current Year Only, and Forecast Year Only et

@sosunkwo 

Assuming you have only one forecast year and one prior year - see below 

 

Misbah_0-1628866041827.png

Misbah_1-1628866075193.png

Also First line is dependent on Current Period set on the main Time Page.

Misbah_2-1628866174525.png

 

Misbah

 

View solution in original post

sosunkwo
Frequent Contributor

Re: Calculation to get Quarters for Previous Year Only, Current Year Only, and Forecast Year Only et

Thanks, @Misbah . This worked.

I made one modification because I have the Weeks Calendar Type. 

In the Current Quarters formula, instead of Year START, I used: YEAR(END()) = YEAR(CURRENTPERIODEND()). 

 

Year Start may/or may not be in the "current fiscal" year, but Year End will always fall in the current fiscal year due to time settings in the image below.

 

sosunkwo_0-1628869743852.png

 

sosunkwo_1-1628870086999.png

sosunkwo_2-1628870280811.png

Just curious (I'll also test this on my own); what if I have more prior and forecast years? Will the formulas change?

Misbah
Moderator

Re: Calculation to get Quarters for Previous Year Only, Current Year Only, and Forecast Year Only et

@sosunkwo 

 

You see that 4 in Lead and Lag fucntion that basically tells how many time periods it needs to go to.. Let’s say if you have two forecast years and two prior years and if you want to get immediate previous year or immediate next year then the formula need not be changed but if you want to get all the quarters of the prior years or forecast years then that 4 in Lead and Lag needs to  be adjusted accordingly.

Hope that helps

Misbah

sosunkwo
Frequent Contributor

Re: Calculation to get Quarters for Previous Year Only, Current Year Only, and Forecast Year Only et

@Misbah , 

 

Make sense. I got it. Thank you!