Dynamic reporting for weekly and monthly

MadhabikaM
Frequent Contributor

Dynamic reporting for weekly and monthly

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

2 ACCEPTED SOLUTIONS

Accepted Solutions
chenjack.sonos
Certified Master Anaplanner

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

 

View solution in original post

rob_marshall
Moderator

@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:

2020-08-25_07-57-09.png

 

 

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:

 

2020-08-25_07-57-38.png

 

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

 

2020-08-25_07-57-56.png

 

Change the Summary to Formula

 

2020-08-25_07-58-10.png

For a result of

 

2020-08-25_08-01-52.png

 

Hope this helps,

 

Rob

View solution in original post

7 REPLIES 7
ArunManickam
Master Anaplanner/Community Boss

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,

 

ArunManickam_0-1598329413933.png

 

 

Thanks

Arun

NakulAggarwal
Certified Master Anaplanner

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

Thanks,
Nakul
MadhabikaM
Frequent Contributor

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
Certified Master Anaplanner

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
Moderator

@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:

2020-08-25_07-57-09.png

 

 

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:

 

2020-08-25_07-57-38.png

 

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

 

2020-08-25_07-57-56.png

 

Change the Summary to Formula

 

2020-08-25_07-58-10.png

For a result of

 

2020-08-25_08-01-52.png

 

Hope this helps,

 

Rob

MadhabikaM
Frequent Contributor

Thank you Rob,

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

MadhabikaM
Frequent Contributor

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

 

Thanks For your help 🙂