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 🙂
The FY LY is the full year value not just Jan and Feb.
Also, use SUM as the summary method.
Try setting your current period to Feb21 and select YTD to pull through Jan and Feb last year.