How to read only 8 previous months data of current month.

Hi,

 

I have created a master time dimension setting module where my current month(Boolean line item) is selected as June 18.

 

I want all the 8 previous months value to be read by a second line item from an input module(second module having data for all period)

 

Amount(line item) should have the values of only 8 previous month starting from June 18 to backward till Nov 17.

 

 

Regards

Madhu

Answers

  • @MadhabikaM ,

     

    Can you use this?

     

    If SYS Time.current month then movingsum(data,-8,0) else 0

     

    https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/MOVINGSUM.html

     

    Hope this helps,

     

    Rob

  • Hi @rob_marshall ,

     

    Thanks for your quick response, the below formula give an error.

     

    Can you please help me to enable Boolean check for previous 8 months periods from the current month.

     

    Two line items created

    Current month(Boolean)

    Previous month enabled(Boolean)

     

    If June 18 is checked as true, I want Nov 17,Dec 17,Jan 18,Feb 18,Mar 18,Apr 18,May 18 and Jun 18 also to be check enabled.

     

    Regards

    Madhu

  • @MadhabikaM ,

     

    This should work for you....create a line item formatted as boolean:

     

    ITEM(Time) >= PERIOD(CURRENTPERIODSTART()) - 7 AND ITEM(Time) <= PERIOD(CURRENTPERIODSTART()) 

     

    Hope this helps,

     

    Rob

  • As above, ensure that the formula is housed in your time settings module for optimal calculation efficiency

    David