Why is my Period formula returning back nothing?
I have a time SYS module that has the last month of the next years forecast (12/1/2022). When I use the PERIOD() formula and reference this line item it returns nothing. The module where I am referencing does not have time as a dimension. Could this be why?
The module where I am attempting to reference:
Thanks in advance!
Hi @zdlee ,
Yes, it's not reflecting value because of time dimension, Looks like you want to for Dec month only,
Create a SYS time module without time dimension0
Yes you are correct. It is because you do not have the time dimension. If you update your formula to select a specific time dimension such as PERIOD('SYS02_Calendar Settings'.'1 + Current Year End Month'[SELECT: TIME.'Jan 21']) then it will return a value.0
Is Dec 22 part of your model calendar? Try adding one future year to your model calendar0
Hi @zdlee ,
First of all, few observations from my side:
- Do you really need the source line items varied by Time? You are calculating the year-end date but you don't need to vary it by months across the year.
- Using year numbers derived from the start date of the Fiscal year can raise problems later on
Having said that, you are on the correct path - just two changes needed and all good:
- You have used a summary method for line item "1 + Current Year End Month" to be First Non Blank - which is fine. However, to use it in your destination line item you need to use time aggregation - "Select: Time.'All Periods'"
- If Dec 22 does not fall within the model timescale, add a time range to your model which overlaps the potential future years. Note, you don't need to use the time ranges in other places. Please don't add the extra years in the model calendar.
Source Module (Formulas exactly that you have):
Destination Line Item:
PERIOD('SYS01: Time Settings'.'1 + Current Year End Month'[SELECT: TIME.All Periods])
Hope this helps0