Calculation Logic across Time dimension



I am trying to achieve the following output in Final Value line item. 

1) Till the first override the system should take the Value line

2) Once Override is checked, the system should take the override value and copy it across the remaining timeline unless a new override is done 



Can someone please help in defining the logic for the final value line item?





  • you can "push forward" the boolean with a formula on a line item called Override Final:

    IF Override then override esle previous(Override Final)


    Then your final value is just referencing Final Override

  • I think this should do it for you:


    IF Override THEN Override Value ELSE IF MONTH(START()) = 1 THEN Value ELSE PREVIOUS(Final Value)