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Formula for next month amount

neg177
Regular Contributor

Formula for next month amount

I'm trying to write a formula for picking up a amount in the Next month. Below is the formula I'm trying, but not working. 

 

Line Item[Lookup:Next()] 

 

Want to look up the amount in that Line Item for the Next month. This formula is not working.

 

 

Thank you 

3 REPLIES 3
kathleenseiler
Certified Master Anaplanner

Re: Formula for next month amount

Hi @neg177 are you able to use the NEXT() function? This will grab the value from the next time period. If I have line item Sales with an amount in each month, NEXT(Sales) will always give me the next month value. If I am in June I would see July, etc.

AlecWainberg
Certified Master Anaplanner

Re: Formula for next month amount

Hi neg177,


You can also try to use the OFFSET function.

For example, if you want to pull in next month's amount:
OFFSET(Amount Line Item, 1, 0) should yield the desired result

Kanishq17
Community Boss

Re: Formula for next month amount

hi ,

in lookup parameter, dont use next(), next() is itself a time function, directly use next(line item) to fetch next months value,

alternatively, offset() can also be used