SUMMARY Formula on ITEM(Time Period)

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Community Boss

SUMMARY Formula on ITEM(Time Period)

Hi team,

 

I created a ITEM line item in a Time Map (Months) module & set the SUMMARY to formula. I expected it to return the FY but instead it returned the 1st item in the period. EG for FY19 it returned Jul 18

 

Any ideas on why this is not returning FY19?

 

Thanks

 

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7 REPLIES 7
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Master Anaplanner/Community Boss

Re: SUMMARY Formula on ITEM(Time Period)

@MarkTurkenburg 

 

I believe it is because you have the format set as Time Period Month?

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Community Boss

Re: SUMMARY Formula on ITEM(Time Period)

Hi @rob_marshall 

 

The Time Period is set to Month but why would the FY19 period return Jul18. This is the 1st period in the hierarchy and the SUMMARY is set to Formula, not FIRSTNONBLANK

 

SS2.PNG

 

Thanks

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Master Anaplanner/Community Boss

Re: SUMMARY Formula on ITEM(Time Period)

@MarkTurkenburg 

 

Because it defaults to the first period...If you had quarters, it would do the same because they are formatted to Month.

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Master Anaplanner/Community Boss

Re: SUMMARY Formula on ITEM(Time Period)

@MarkTurkenburg 

 

If you need it to show up, change the format to Text and use your Formula summary.

 

2020-11-12_11-40-13.png

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Community Boss

Re: SUMMARY Formula on ITEM(Time Period)

@rob_marshall can you provide the Blueprint for your screenshot line items?

 

Much appreciated 

 

Mark

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Master Anaplanner/Community Boss

Re: SUMMARY Formula on ITEM(Time Period)

@MarkTurkenburg 

 

Sure thing

 

2020-11-12_12-10-14.png

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Community Boss

Re: SUMMARY Formula on ITEM(Time Period)

Thanks @rob_marshall