Sum values based on period

Certified Master Anaplanner

Sum values based on period



Need a help to build a formula, have attached a screenshot for reference. Formula Needs to be build in Revenue Seasonality which need to take the values from Revenue Column and doing the sum of Periods.


For Example: Period 1 amounts: 112+ 95. Needs to be clubbed as 207 and shown in Revenue Seasonality against all the Period 1. Similar goes for rest of the periods.



Master Anaplanner/Community Boss

Re: Sum values based on period


Several ways you can accomplish this.

  1. First is to use TIMESUM.
  2. Second is to use a boolean on each of the time periods you want included. Can be dynamic if you want Then multiply the value times the 1 or 0 to sum up the preferred sales.


Here's an example of TIMESUM:

Sales by product:


Sales using TIMESUM. Note that the "Sum" line item doesn't work because you can't directly refer to the line item on the Time dimension.


Blueprint mode


Jared Dolich
Community Boss

Re: Sum values based on period

Hi @ShivankurSharma ,


Since your period is a list formatted line item , it establishes a mapping between time and period list, 

so simply use Revenue[sum:souce.period] and it will aggregate against period dimension in target module