how to get the beginning month of the current year in a line item

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Contributor

how to get the beginning month of the current year in a line item

Hi, for your assistance please. How can I get the beginning month of the current year based on the a line item which is Month format from a line item data converted from a number format to a date format? I created a system module but I cannot use it or refer it because the data that I need to get should refer to the line item (Month). Please see ss of my modules below. Thank you.

 

Data Module

DMManalili_0-1603787503423.png

DMManalili_1-1603787514956.png

 

DMManalili_2-1603787524716.png

 

4 REPLIES 4
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Super Contributor

Re: how to get the beginning month of the current year in a line item

@DMManalili 

Try using the following 

=PERIOD(START(Current Year Formatted Line Item))

The target line item should be month formatted. 

This will return the first month of the year being queried.

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Master Anaplanner/Community Boss

Re: how to get the beginning month of the current year in a line item

@DMManalili 

 

You have all the information you need right there, but I would suggest the following:

  • don't do all of this logic in the data module, but in a SYS Time module
  • In your SYS Time Module, create these two line items
    Current Year: ITEM(Time) formatted at Time Period Year
    First Month of the Year: ITEM(Time) = PERIOD(START(Current Year)) formatted as boolen

    2020-10-27_07-37-24.png

     

  • From your picture, the formula for Beg Current Month should be: SYS.Time Filter.First month of year?[lookup:Month]
  • And now you can remove the Fiscal Year and Year L2 line items.

Rob

 

Rob

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Contributor

Re: how to get the beginning month of the current year in a line item

Hi Rob, thank you 🙂
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Contributor

Re: how to get the beginning month of the current year in a line item

Hi Chris, thank you 🙂