Quarterly Totals in Months

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tyagi_shub
tyagi_shub Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor
in Planning & Modeling

Community,

In my module for forecasting salaries, I want quarterly totals in months (see attached) to be used for Superannuation calc. But I want to achieve it using MOVINGSUM (or similar) based on a "Pay" line item which resets after every 3 months.

Any help would be greatly appreciated!

Thanks,
Shubham

P:S: turning on quarterly totals or adding/mapping another dimension say "Quarters" list is not an option



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  • tyagi_shub
    tyagi_shub Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Hi @ArunManickam ,

    Thanks for the reply.

    But how can you identify quarter of the month when your quarterly totals are off and you cannot select "Quarters" as a format in a line item? and that is why I've mentioned in my post script that turning on "Quarterly totals" is not an option for this one.

    Thanks,
    Shubham
     

  • nara.lokesh486
    nara.lokesh486 Member, ALL USERS, Partner, Certified Model Builder Posts: 3 Occasional Contributor

    Use QUARTERVALUE function 

  • tyagi_shub
    tyagi_shub Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Thanks @ChrisAHeathcote, my logic parameters were wrong but now it's all good and working. 

  • tyagi_shub
    tyagi_shub Member, ALL USERS, Partner, Certified Model Builder Posts: 5 Occasional Contributor

    Thanks, @Vinay VaradarajM, this is indeed another good solution which I will be using If I don't have to use the MOVINGSUM along with my "Pay" line item. But still, thank you, this is good learning for me.

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