If date falls within a date range in a list, then apply the end date of the date from the list

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Contributor

If date falls within a date range in a list, then apply the end date of the date from the list

Hi,

I have the following:

• Module with a column for Lease Ending Date - My particular date I'm using for this example is 7/14/19

• List built that houses bi-weekly ending dates the Lease Ending Date can fall into (Goes from 2/3/19 to 2/17/19 to 3/3/19, etc.) - The date range the Lease Ending Date falls into is 7/8/19 - 7/21/19. (Image of List attached)

 

In a new column, I want a formula that will look at the Lease Ending Date, determine which date range the Lease Ending Date falls into within the list and apply the end date, 7/21/19 in this case, as the result

 

Can someone please help me build out a formula for this?

 

Thanks,

3 REPLIES 3
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Certified Master Anaplanner

Re: If date falls within a date range in a list, then apply the end date of the date from the list

Hi,

 

The easiest way I've accomplished tasks like this it to create a child list (to your Bi-Weekly End Dates) and list out the children dates that should be included... then to a lookup to fetch the parent.

 

For example

List 1  item :  3/3/19

    Child list 2 items as children of 3/3/19

           2/18/19

           2/19/19

           2/20/19

           2/21/19

           2/22/19

           2/23/19

           2/24/19

           2/25/19

           2/26/19

           2/27/19

           2/28/19

           3/1/19

           3/2/19

           3/3/19

     

Do the FINDITEM on  list 2, then lookup the parent using the FINDITEM result.

 

Cheers,

 

Paul

 

 

 

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Master Anaplanner/Community Boss

Re: If date falls within a date range in a list, then apply the end date of the date from the list

Hi,

Try this solution,

Step 1: Add Start Date and End date of the week as shown below

1.png

 

Lease Date Mod with Country Dimension and line item - Lease Date and Biweekly Date

2.png

 

Step 2: Create a module with Country, Biweekly Date List as dimensions and line item - Date.

3.png

Line item, Date is Biweekly List Format and Summary is first non blank and apply the logic as shown.

 

Logic: IF Lease Date Mod.Lease Date >= Biweekly End Date.Week Start Date AND Lease Date Mod.Lease Date <= Biweekly End Date.Week End Date THEN ITEM(Biweekly End Date) ELSE BLANK

 

Step 3: Refer this Date line item in Lease Date module

4.png

 

Thanks,

Vignesh M

 

 

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Super Contributor

Re: If date falls within a date range in a list, then apply the end date of the date from the list

@jkinnick 

 

What you are faced with here is a mapping problem - how can Anaplan map the 'Lease ending date,' to the 'Bi-weekly ending dates.'

 

Mappings can be established either within list properties or a module. However, as the mapping is from a one to many we can not use list properties as we will not be able to add a range of dates to each 'Bi-weekly ending date,' in a list property. 

 

Therefore, I would recommend building a new module dimensioned by the Anaplan 'Time' dimension and containing one line item which has been formatted as the list, 'Bi-weekly ending date,' and name this line item as per the list name, 'Bi-weekly ending date.'

 

Then for each date in the time dimension allocate it a, 'Bi-weekly ending date,' list item. 

 

I would recommend that you build this in excel and import via a csv as this may be time consuming.

 

Now you are ready to build the formula which will reference the mapping module and pull the relevant Bi-weekly ending date. As long as your target module contains a time dimension all you need to do is reference the 'Bi-weekly ending date,' in the source ( the mapping module ) to pull through the relevant bi-weekly ending date.

 

Even if you add additional dimensions to your target this should no impact on how the b-weekly ending date pulls through to your target. Just ensure that the line item in your target is formatted to DATE.

 

Hope this helps,

 

Chris