Quarterly Totals in Months

tyagi_shub
Occasional Contributor

Quarterly Totals in Months

Community,

In my module for forecasting salaries, I want quarterly totals in months (see attached) to be used for Superannuation calc. But I want to achieve it using MOVINGSUM (or similar) based on a "Pay" line item which resets after every 3 months.

Any help would be greatly appreciated!

Thanks,
Shubham

P:S: turning on quarterly totals or adding/mapping another dimension say "Quarters" list is not an option



2 ACCEPTED SOLUTIONS

Accepted Solutions
Vinay VaradarajM
Certified Master Anaplanner

Re: Quarterly Totals in Months

Hi @tyagi_shub ,

 

You can achieve it from using the functions MOD and offset (however, there could be any other methods as well).

I have attached two screenshots which you can refer.

 

Data View

Screenshot 2021-05-24 at 12.32.53 PM.png

 

Formula View

Screenshot 2021-05-24 at 12.33.07 PM.png

 

Hope this helps!

 

Regards,

vinayvm

View solution in original post

ChrisHeathcote
Community Boss

Re: Quarterly Totals in Months

@tyagi_shub 

If you would like to use MOVINGSUM then utilise the 'Pay' line item to feed the function.

 

Example - MOVINGSUM(Salary Per Month, 1 - Pay, 3 -  Pay)

 

This should correctly calculate the 'Salary Per Quarter' line item and is by far the simplest solution.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA

View solution in original post

7 REPLIES 7
ArunManickam
Master Anaplanner/Community Boss

Re: Quarterly Totals in Months

Hello @tyagi_shub ,

 

Create a line item called Qtr_total and the formula should be

salary[lookup:SYS Time Months.quarter]

 

SYS Time Months module is your time settings module by Month, where you have a mapping between your months and quarter. Hope you can create a formula for finding the quarter of the month.

 

Let me know if you need help.

 

Thanks

Arun

 

 

 

 

 

Thanks

Arun

 

tyagi_shub
Occasional Contributor

Re: Quarterly Totals in Months

Hi @ArunManickam ,

Thanks for the reply.

But how can you identify quarter of the month when your quarterly totals are off and you cannot select "Quarters" as a format in a line item? and that is why I've mentioned in my post script that turning on "Quarterly totals" is not an option for this one.

Thanks,
Shubham
 

nara.lokesh486
Occasional Contributor

Re: Quarterly Totals in Months

Use QUARTERVALUE function 

Vinay VaradarajM
Certified Master Anaplanner

Re: Quarterly Totals in Months

Hi @tyagi_shub ,

 

You can achieve it from using the functions MOD and offset (however, there could be any other methods as well).

I have attached two screenshots which you can refer.

 

Data View

Screenshot 2021-05-24 at 12.32.53 PM.png

 

Formula View

Screenshot 2021-05-24 at 12.33.07 PM.png

 

Hope this helps!

 

Regards,

vinayvm

View solution in original post

tyagi_shub
Occasional Contributor

Re: Quarterly Totals in Months

Thanks, @Vinay VaradarajM, this is indeed another good solution which I will be using If I don't have to use the MOVINGSUM along with my "Pay" line item. But still, thank you, this is good learning for me.

ChrisHeathcote
Community Boss

Re: Quarterly Totals in Months

@tyagi_shub 

If you would like to use MOVINGSUM then utilise the 'Pay' line item to feed the function.

 

Example - MOVINGSUM(Salary Per Month, 1 - Pay, 3 -  Pay)

 

This should correctly calculate the 'Salary Per Quarter' line item and is by far the simplest solution.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA

View solution in original post

tyagi_shub
Occasional Contributor

Re: Quarterly Totals in Months

Thanks @ChrisHeathcote, my logic parameters were wrong but now it's all good and working.