Fiscal Calendar Lookup

Options
taylor.swisher
taylor.swisher Member, ALL USERS, GroupMember, Partner, Community Member, Certified Model Builder Posts: 3 Occasional Contributor
in Planning & Modeling

I am trying to lookup (using the lookup formula) the fiscal year, fiscal quarter, fiscal period and fiscal week using the date an item was sold. We have a calendar module that contains all of the conversions (date, FYear, FQuarter, FPeriod, and FWeek). Sales are tracked using Fiscal Week End Date so my formula for fiscal period is as follows:

 

Calendar.FPeriod[LOOKUP: Fiscal Week End Date]

 

Clarifications:

 

Fiscal Week End Date comes from the sales module

FPeriod comes from Calendar module

I am trying to bring the FPeriod where the date associated with FPeriod is equal to Fiscal Week End Date into the Sales module.

 

I should also mention that our fiscal time does not match the time Anaplan uses. 

 

 

 

Tagged:

Categories