Question please. I am doing a variance analysis module which line items composed of Last Year (LY) Actual, Actual (current), Forecast, Budget and the variances line items. However, I am trying to have LAG function for the LY Actual line items. I am getting the numbers if I choose a specific month (e.g. Feb21) in the filter but when I choose FY (e.g. FY21), I am not getting the exact values. I used SUM, CLOSING Balance in the summary method or SUM but still cannot get the values.
Source Module : P&L
Target Module : Variance Module
in the LY Actual column - I should be getting Jan 38.65 + Feb 26.90 = 65.55
What should be the correct summary method? or formula?
Thank you 🙂