Convert Months to Quarter

tompatrick.ting
tompatrick.ting
in Modeling

Hi,


How can I sum my months to get the quarter value in another module?

 

My source module is using month, i turned off of the summary SUM for Time. (to save space)

 

My target module, i want to get the quarter value of my source.

 

Thanks,

Tom

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Answers

  • JaredDolich
    JaredDolich

    @tompatrick.ting 

    Your target module should be set to quarters. Anaplan will automatically sum the months from your source.

    JaredDolich_0-1658667918147.png

    JaredDolich_1-1658667934185.png

     

  • tompatrick.ting
    tompatrick.ting

    Hi @JaredDolich ,

     

    I have tried that but i am getting zero value in my target module.

     

    Source Module:

    tompatrickting_0-1658668186940.png

    Target Module:

    tompatrickting_1-1658668214639.png

    Regards,

    Tom

  • JaredDolich
    JaredDolich

    @tompatrick.ting 

    You're super close. I don't see anything wrong with the summary methods. Since this is a formula, can you check that the allocation % is non-zero? Test your formula first by removing the allocation percentage from your formula to see if the bonus values are showing up.

    As you can see your setup with the summary methods works fine.

    JaredDolich_0-1658668584187.png

    JaredDolich_1-1658668606541.png

    JaredDolich_2-1658668622962.png

     

     

  • tompatrick.ting
    tompatrick.ting

    Hi @JaredDolich 

     

    I want to turn of the SUM for time. In your screenshot, your source module summary uses time sum.

    tompatrickting_0-1658668792644.png

    Regards,

    Tom

     

    Regards,

    Tom

  • tompatrick.ting
    tompatrick.ting

    Thanks @JaredDolich  - movingsum works !

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