Dynamic reporting for weekly and monthly

[MadhabikaM]

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

[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,

Thanks

Arun

[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]

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

[chenjack.sonos · Accepted solution]

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 · Accepted solution]

@MadhabikaM ,

@chenjack.sonos 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:

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:

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

Change the Summary to Formula

For a result of

Hope this helps,

Rob

[MadhabikaM]

Thank you Rob,

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

[MadhabikaM]

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

Thanks For your help 🙂