How to add cell values for previous 8 months data only

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Contributor

How to add cell values for previous 8 months data only

I have an line item 'Amount' with data values. second line item(months applicable) which is boolean checked for only 8 previous month of current month. I want to add the values of these Boolean checked months only to be summed.

 

Can I please get some guidance here please?

 

Regards

Asha

4 REPLIES 4
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Master Anaplanner/Community Boss

Re: How to add cell values for previous 8 months data only

Ho @AshaPatil 

 

There are many options to do this and it also depends whether you would like the values to accumulate month by month or just have a total. 

 

For cumulation option please see:

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/CUMULATE.html?_ga=2.122764363.13...

 

If you wanted to add the previous value to current value based on time you could do use:

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/PREVIOUS.html?_ga=2.205165392.13...

 

To include the boolean line you use the IF formula to decide whether to include the value.

 

I hope this helps,

 

Usman

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Contributor

Re: How to add cell values for previous 8 months data only

Hi @usman.zia 

 

Thanks for your quick response.  

 

Solution worked for me 

 

Thanks & Regards,

Asha

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Master Anaplanner/Community Boss

Re: How to add cell values for previous 8 months data only

Thanks @AshaPatil I'm glad I could help! 

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Master Anaplanner/Community Boss

Re: How to add cell values for previous 8 months data only

@AshaPatil 

 

Please see this thread that was posted yesterday on the same topic.

 

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/How-to-read-only-8-previous-months-dat...

 

Thanks,

 

rob