Use Left Equation on Lineitem with Quarter Format

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Contributor

Use Left Equation on Lineitem with Quarter Format

Hi, I am trying to take the first 2 characters from the "Quarter Code" lineitem so that I can identify the correct quarter for my week Time dimension. I tried using Left equation but it's not allowing me (tried using TEXT() on the quarter code but returned an error). Does anyone know a way that I can retrieve the first 2 characters in this scenario?

 

Thanks,

Jim

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4 REPLIES 4
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Certified Master Anaplanner

Re: Use Left Equation on Lineitem with Quarter Format

You need to convert the time period to a text by using the NAME() function.

 

Formatted as Text formula will be NAME(ITEM(TIME)) 

Then you can calculate the Left portion.

 

Jason

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Contributor

Re: Use Left Equation on Lineitem with Quarter Format

Hi Jason,
Thanks for your help. My module is setup at the weekly level so if I apply the equation Name(Item(Time)), then it will show the date in text for each week, not quarter.

 

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Regards,

Jim

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Certified Master Anaplanner

Re: Use Left Equation on Lineitem with Quarter Format

You have quarter Staged in your Quarter Code Line item, So you could either Use the formula Name(Quarter Code) or alternatively, NAME(PARENT(PARENT(ITEM(Time)))) would also get the job done.

 

Jason

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Contributor

Re: Use Left Equation on Lineitem with Quarter Format

Thanks Jason! I applied parent formula and it worked wonders!