Is there a way to view Months then Quarters then Years in a Module Applies to Time

SreeroopAchanta
New Contributor

Is there a way to view Months then Quarters then Years in a Module Applies to Time

Hi All,

 

I have a Module which Applies to Time. Attached Screenshots.

 

=>The possible view for the Timescale is Jan Feb Mar Q1 Apr May Jun Q2 Jul Aug Sep Q3 Oct Nov Dec Q4 FY

 

=>But is it possible to have a view like this Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Q1 Q2 Q3 Q4 FY

 

Regards,

Sreeroop

2 REPLIES 2
ChrisAHeathcote
Community Boss

Re: Is there a way to view Months then Quarters then Years in a Module Applies to Time

@SreeroopAchanta 

There is not a current setting that can allow you to reorder the time settings and have this apply as a default.

However, it is possible to manually reorder the location of the time summaries by selecting in order the relevant time items while holding down control and using the 'show' function to show them in that order.

Note, that you will need to repeat this each time you roll the model forward into a new year as the show function will not automatically update.

Chris
HeathcoteAndHerran.com
LipChean_Soh
Certified Master Anaplanner

Re: Is there a way to view Months then Quarters then Years in a Module Applies to Time

Hi @SreeroopAchanta 

 

As @ChrisAHeathcote  mentioned, there's no standard settings that allow you to show the time by Month, Quarter, Year.

 

Having said that, do see if the following workaround work. Note that the following only works if you're only showing 1 year's worth of month, quarter, year.

LipChean_Soh_0-1624288799155.png

1. 'SYS Time 2' is a system module used to indicate the month, quarter, year of a specific FY you want to display. For mock up purpose, i've manually selected the months Jan 20 - Dec 20. One can easily create a formula to refer to another FY drop down.

LipChean_Soh_4-1624289084996.png

2. Select 'Totals = After'.

 

LipChean_Soh_2-1624288863140.png

3. Set up filter to refer to 'SYS Time 2'.'Current Year?'

LipChean_Soh_3-1624288884635.png

4. Hide 'All Periods' if you have this member in your model calendar.

 

Thanks,

LipChean