Year to Date Cumulation

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Previous Contributor

Year to Date Cumulation

Is there a function where I can cumulate an amount but reset it to zero when January is reached in the next year (we are using a 2 year timescale)?

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Previous Contributor

RE: Year to Date Cumulation

The following formula would work to do annual YTD cumulations where VALUE2 is the item you want to cumulate and you are using a monthly timescale: CUMULATE('VALUE2') - OFFSET(CUMULATE('VALUE2'), -MONTH(START()), 0)
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Previous Contributor

RE: Year to Date Cumulation

One of our users let me know that this formula only works correctly when January is set as the fiscal year start month.  If you have a start month other than January you'll need to use this formula (which is written to work for a July start month): CUMULATE('VALUE2') - OFFSET(CUMULATE('VALUE2'), IF MONTH(START()) > 6 THEN -MONTH(START()) + 6 ELSE -MONTH(START()) - 6, 0) If you have a start month other than July, replace the 3 "6's" in the formula with the number below corresponding to your start month: January - use the CUMULATE('VALUE2') - OFFSET(CUMULATE('VALUE2'), -MONTH(START()), 0) formula February - 1 March - 2 April - 3 May - 4 June - 5 July - 6 August - 7 Sept - 8 Oct - 9 Nov - 10 Dec - 11
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Previous Contributor

RE: Year to Date Cumulation

If we have a week timescale, does the same logic apply?  Just replace Month function with Week Function?
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Previous Contributor

RE: Year to Date Cumulation

There is currently no Week function in Anaplan so what I would do here is add a new line item to hold the week number (call it "Week Number"), build an Assumption module to populate the week number and a link to pull the week number into my new line item.   Then in order to cumulate you can replace MONTH(START()) in the above formula with the new line item, "Week Number" and if using 52 week years, you would replace a 6 in the above formula with 26 (to replace # of months with number of weeks).  So the formula would look as follows: CUMULATE('VALUE2') - OFFSET(CUMULATE('VALUE2'), IF 'Week Number' > 26 THEN -'Week Number' + 26 ELSE -'Week Number' - 26, 0)
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Previous Contributor

RE: Year to Date Cumulation

I think it might be an error in this formula when using other start month than January and July.  Your example works fine, because you use July (month 6 according to your table). It works because the second and the third "6" adds up to 12. If you pick another month, for example September (month 8 in your table), the third month correction should be "-4". In the example with September, you want to offset the cumulative number from August and when standing in January, that is an offset by -5 months. We are standing in month 1 and wants to add another 4 to that subtraction.  Please correct me if I am wrong 🙂
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Occasional Contributor

Re: RE: Year to Date Cumulation

Hi,

 

We have a start of April in our FY. I have used this formula

 

CUMULATE(VALUE) - OFFSET(CUMULATE(VALUE), IF MONTH(START()) > 3 THEN -MONTH(START()) + 3 ELSE -MONTH(START()) - 9, 0)

 

However this is summing into the next year too. Am I doing something wrong? 

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Master Anaplanner/Community Boss

Re: RE: Year to Date Cumulation

@pchandalia 

 

This thread was before the YeartoDate function was created.  If your Fiscal Year starts in April, why not change the time settings to begin in April

 

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Group Leader - Employee

RE: Year to Date Cumulation

Seems you could get more simple construction by using PREVIOUS functions Like  CUMULVALUE = If month(start()) = 1 then VALUE else previous(CUMULVALUE)+VALUEInstead of month(start()) = 1  trigger you could use any other time condition you need for your business case
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Certified Master Anaplanner

RE: Year to Date Cumulation

Thanks to Pat for coming up with this one: MOVINGSUM(VALUE, -(MONTH(START()) - 1), 0) Note: only works with Jan start to Fiscal Year