Deriving the month/quarter value from the line item

Frequent Contributor

Deriving the month/quarter value from the line item

Hi

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

 

3 REPLIES 3
Certified Master Anaplanner

Re: Deriving the month/quarter value from the line item

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

Community Boss

Re: Deriving the month/quarter value from the line item

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).

 

Screenshot_577.png

Screenshot_578.png

 

Hope this helps!

Thanks

Akhtar

Frequent Contributor

Re: Deriving the month/quarter value from the line item