Convert Months to Quarter

tompatrick.ting
Contributor

Convert Months to Quarter

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

1 ACCEPTED SOLUTION

Accepted Solutions
JaredDolich
Moderator

@tompatrick.ting 

Gotcha. In that case, you're down to a few options. The easiest will probably be MOVINGSUM.

MOVINGSUM(Bonus, 0, 0)


Jared Dolich

View solution in original post

6 REPLIES 6
JaredDolich
Moderator

@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

 


Jared Dolich
tompatrick.ting
Contributor

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
Moderator

@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

 

 


Jared Dolich
tompatrick.ting
Contributor

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

JaredDolich
Moderator

@tompatrick.ting 

Gotcha. In that case, you're down to a few options. The easiest will probably be MOVINGSUM.

MOVINGSUM(Bonus, 0, 0)


Jared Dolich
tompatrick.ting
Contributor

Thanks @JaredDolich  - movingsum works !