Hi,
I have a module (SER) with simple data for a PO, value and a year period bycustomer
In an invoice module (that does not have time as a dimension) i want to see the total value for that customer for the year. The invoice items has a Year based on its posting date.
SER.Value[SUM: SER.Customer]
This gives me the total, but i only want the total for FY21 as it is an FY21 invoice. (i.e 150)
Its probably Christmas fog, but surely this is simple and i have a mental block?
Solved!去解决方案。
Hi,
Based on what I see on your screenshots, just adding SUM by Time to the formula should be enough. So your final formula should be:
SER.Value[SUM: SER.Customer, SUM: SER.Year]
If you'd have Time dimension in the source module, you would not need that, but because you don't have it, you need to explicitly point Anaplan to the line item from which it should take Year mapping.
But i don't have TIME in my invoice module, so that won't (and doesn't) work.
But you have Year column in SER module - the last column on your first screenshot. You can just Sum by it (I assumed in my formula it's just named "Year")
Hi,
SER.Value[SUM: SER.Customer, SUM: SER.Year]
works if i have a timescale in the invoice module, BUT i do not have a timescale in the invoice module, that would indeed be simple as it would if i had a timescale in the source module.
That would work, may slightly tweak but yes i like the idea
thanks
Hi DeveloperCYT,
Try TIMESUM(), since you want the sum of something dimensioned by time, but where your target module has no time.
You could refer to the start and end period on line items which either have formulas to automate what time range you want to see or have them as input fields so the end user can change it, giving them flexibility.
See Anapedia:
https://help.anaplan.com/13d8b551-4e13-413b-a39f-f25579d21e38-TIMESUM
Hope this helps!
Ege
I have no timescale in either module, so cannot use timescale i think
Ah right sorry, I agree with M.Kierepka's suggestion above then ^^^