Convert Line Items to Time Periods

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AlexGSG
AlexGSG Member, ALL USERS Posts: 5 Occasional Contributor
in Planning & Modeling

Our Finance team requested we try to recreate this view in Anaplan for them to make their plans. We are struggling with how to show both the detailed info (vendor, department, country) and the time periods (Jan 22, Feb 22 etc) as single rows in the same table.

 

Our best workaround so far is to include the time periods as line items, creating line items for Jan 22 through Dec 22 then displaying all line items as columns. The issue is that we do not know how to then convert these into time periods for other modules.

 

End goal is that we can display the line item view described above, then have separate modules that take the line item months and sum them into the corresponding time periods. Any help is greatly appreciated!

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  • AlexGSG
    AlexGSG Member, ALL USERS Posts: 5 Occasional Contributor

    Thanks Alex, we'll try this out and let you know if it works!

  • AlexGSG
    AlexGSG Member, ALL USERS Posts: 5 Occasional Contributor

    This answers my question, thanks! In the UX Page we made one grid without time for them to enter the details, then a second grid underneath as you describe below. Very helpful!

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