Only show year total with time filter module

AmyX
Certified Master Anaplanner

Only show year total with time filter module

Hi,

 

I built a time filter module to show only current year and prior year monthly revenue. Also, I want to show CY and PY total. However, when I changed the summary setting to show sum, it shows quarterly total as well. Is there a way to only show annual total, but not quarterly?

 

Thanks a lot!

 

1 ACCEPTED SOLUTION

Accepted Solutions
alec_judd
Frequent Contributor

Re: Only show year total with time filter module

Hi Amy,

 

I think what you'll want to do is create three line items in your time filter module (you may already have some), which are "Months", "Years", and "Months + Years".  Set the format of all of the line items to Boolean, and set the formula for the "Months" and "Years" line items to TRUE.  Change the Time Scale of the "Years" line item to be Year rather than Month.

 

Then in your "Months + Years" line item, you can set the formula to be 'Months OR Years' without the single quotes around it.  Lastly, you'll want to change the Summary method of the "Months + Years" line item to be set to 'Formula'.

 

2017-12-07_16-12-55.png

 

2017-12-07_16-14-25.png

 

 

 

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4 REPLIES 4
alec_judd
Frequent Contributor

Re: Only show year total with time filter module

Hi Amy,

 

I think what you'll want to do is create three line items in your time filter module (you may already have some), which are "Months", "Years", and "Months + Years".  Set the format of all of the line items to Boolean, and set the formula for the "Months" and "Years" line items to TRUE.  Change the Time Scale of the "Years" line item to be Year rather than Month.

 

Then in your "Months + Years" line item, you can set the formula to be 'Months OR Years' without the single quotes around it.  Lastly, you'll want to change the Summary method of the "Months + Years" line item to be set to 'Formula'.

 

2017-12-07_16-12-55.png

 

2017-12-07_16-14-25.png

 

 

 

View solution in original post

AmyX
Certified Master Anaplanner

Re: Only show year total with time filter module

Thank you so much for the solution, Alec!

nathan_rudman
Master Anaplanner/Community Boss

Re: Only show year total with time filter module

Hi Amyx,

 

You should check out the Time Filters app on the app hub, it might show you a trick or two you can do on time filtering (additionally to your immediate need helped by alec)


Nathan Rudman, Anaplan Model Builder
AmyX
Certified Master Anaplanner

Re: Only show year total with time filter module

Thanks, Nathan!