Summing a line item based on time period in another line item

aschmaling
New Contributor

Summing a line item based on time period in another line item

I'm attempting to come up with a total amount per period. However, the module I'm working with is not dimensioned. I have a month formatted line item called 'Period' and am hoping to sum up the 'Amount (LC)' line items that correspond with each Period entered. For instance, I'd like to see a total sum of the individual 'Amount (LC)' values entered for October 2020.

 

Is this possible without having a time dimensioned module? Do I need to create a line item subset? 

3 REPLIES 3
andrewtye
Master Anaplanner/Community Boss

Re: Summing a line item based on time period in another line item

Why not just create a time dimensioned module, use sum and it'll give you what you want?

Then if you wanted to have a column that gave cumulative you can use lookup against the new module.

ChrisHeathcote
Community Boss

Re: Summing a line item based on time period in another line item

Create a time dimensioned module and use SUM to aggregate the valued into each time period using the month formatted line item in the source as the mapping.

@andrewtye is correct. The easiest solution is to use a time dimensioned module to sum each entry into its corresponding month 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
andrewtye
Master Anaplanner/Community Boss

Re: Summing a line item based on time period in another line item

It has been known that I am correct on occasion! 😁