Contributor

## What are these fiunctions for?: HALFYEARVALUE, QUARTERVALUE, WEEKVALUE, YEARVALUE

Can anyone tell me what these functions are for?
I have read Anapedia but still having a hard time understanding what they do.

MONTHVALUE
HALFYEARVALUE
QUARTERVALUE
WEEKVALUE
YEARVALUE

In the sample below, I guess that "each weekly sales" are compared to "average weekly sales."
And it turns out to be "True" if a weekly sales is greater than average, but I don't understand why MONTHVALUE has to be used, instead of WEEKVALUE.

Examples

In this example, a Product Sales module has line items on rows and Time on columns. The Net Profit line item has a numeric data type, and the Week above average for month line item has a Boolean data type.

In Blueprint, in the Summary column for Net Profit, Time Summary is set to Average. The formula returns a TRUE result for values that are above average for each week in the month.

 Week 1 FY21 Week 2 FY21 Week 3 FY21 Week 4 FY21 Jan 21 Net Profit 833 860 867 812 843 Week above average for monthNet Profit > MONTHVALUE(Net Profit) ✔ ✔

1 ACCEPTED SOLUTION

Accepted Solutions
Certified Master Anaplanner

@KOBAYASHI  One example for you.

Summary method is Closing Balance:

 Jan 21 Feb 21 Mar 21 Q1(Closing Balance) A=QUARTERVALUE(B) 3 3 3 B 1 2 3 3 Quarter Time Period Q1 Q1 Q1 C=B[LOOKUP:Quarter Time Period] 3 3 3

Regards, Kirill Kuznetsov
Planingo, LLC
6 REPLIES 6
Certified Master Anaplanner

Very good question.

Let me use a bit simplier example, maybe this will clarify it to you.

Let's say you have a simple year filter module managed by user. (User selected FY21)

 FY21 FY22 Filter Boolean TRUE FALSE

Also you have a published module with some monly data in it. This is the result of the calculation for the formula:

 Jan 21 Feb 21 ... Jan 22 Feb 22 YEARVALUE(Filter Boolean) TRUE TRUE TRUE FALSE FALSE

So what formula does - it just literally takes year value for the months. You could use [LOOKUP:<YEAR>] instead, but it is not always possible.

These functions will return values from the time level mentionned in thier names no matter what formula is in the source or even without any calculation.

Kirill

Regards, Kirill Kuznetsov
Planingo, LLC
Certified Master Anaplanner
Your example is the same. You are comparing whatever lays in Jan 21 (or month value of the Net Profit) vs each respective week (or Net Profit).
Regards, Kirill Kuznetsov
Planingo, LLC
Certified Master Anaplanner

@KOBAYASHI Another thing to add is that each of the functions are referencing the upper level and have to be used in the lower levels of time schale:

YEARVALUE - Days, Weeks, Months, Quarters, Half-Years

HALFYEARVALUE - Days, Weeks, Months, Quarters
QUARTERVALUE - Days, Weeks, Months
MONTHVALUE - Days, Weeks

WEEKVALUE - Days

Regards, Kirill Kuznetsov
Planingo, LLC
Contributor

Thank you very much for your detailed explanation.

May I ask you another question to check if my understanding is on the right track?

[Question]

Let me assume that there exist line item "A" and "B" whose data format are both "date period: month"

If "A" takes "B" as an argument in YEARVALUE function, what is set up in Summary column in "B" (Sum, Average, etc.) affects the return value of "A"?

Certified Master Anaplanner
All Summary methods will affect the return value because these functions are not aggregational, but rather referring. As I said, it works more like LOOKUP, rather than SUM.
Regards, Kirill Kuznetsov
Planingo, LLC
Certified Master Anaplanner

@KOBAYASHI  One example for you.

Summary method is Closing Balance:

 Jan 21 Feb 21 Mar 21 Q1(Closing Balance) A=QUARTERVALUE(B) 3 3 3 B 1 2 3 3 Quarter Time Period Q1 Q1 Q1 C=B[LOOKUP:Quarter Time Period] 3 3 3

Regards, Kirill Kuznetsov
Planingo, LLC