Start Month of a Financial Year

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Occasional Contributor

Start Month of a Financial Year

Hi Experts,

 

Let me ask how to fetch start month of a financial year.

What I want to do is to filter client's invoice data, that invoice period start from the start month of previous financial year.

 

e.g.)

If the current month is Apr 20, the invoice data should be filtered from Apr 19 to Apr 20.

If the current month is Mar 20, the invoice data should be filtered from Apr 18 to Mar 20.

 

Additional information, our financial year starts on April.

 

Thanks in advance!

3 REPLIES 3
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Master Anaplanner/Community Boss

Re: Start Month of a Financial Year

@Tsuyoshi_Inoue 

This is a really good use-case for demonstrating the DISCO methodology.

The only ambiguity with this question though is what you meant by "current period".  I'm assuming that current period is the same for all clients.

In short, I would suggest the following (please let me know if you need a detailed example).

  1. Create a "time range" that spans the length of your transaction module
  2. In a separate system module calculate the "current year" using the "current period". use the START() function.
  3. Create a system module that uses that time range. Set the line times to "year". 
  4. Create "date" line items in that system module that reads the "current year" using the START() and END() function.
  5. Create another system module that uses your transaction module ID. 
  6. Create a Boolean called "Invoice Include?" which is references the valid start and end dates you created above.
  7. Filter your transaction module using this Boolean. Now only the invoices that are related to the year you want will be shown.

If the current period is different by client, then you'll need to add client to your system module and calculate each client's year separately. The filter will by client as well.

 

Kind of an advanced topic but very doable in Anaplan.

 

 


Jared Dolich
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Master Anaplanner/Community Boss

Re: Start Month of a Financial Year

@Tsuyoshi_Inoue 

 

See if this helps. Created three diff modules and a list

 

List which has got fake months in it and created a lookup module - and pass the information as below.

Misbah_1-1588865304638.png

2nd Module is Selection Module where you change your current period

Misbah_2-1588865427326.png

Third module is system module where you do all the calculations

 

Misbah_0-1588865277200.png

Misbah_3-1588865547952.png

Filtered Months Line item will be the filtering criteria for you.

 

 

Highlighted
Occasional Contributor

Re: Start Month of a Financial Year

Very good and helpful solution!

 

Thank you so much!