Tar 02 - PY Account Revenue

Hi - Not sure why data is not populating in PY Account revenue. Formula I am using is "'TAR01 Detailed Sales Targets'.PY Account Revenue[SUM: 'SYS03 Account>Product Details'.'A1 Account']" As the Dimensions for Tar01 and Tar 02 are different and I am mapping it through Sys03.

Accepted answers

TimothyThomas

Hi @PoojaGupta ,

No problem! I think I see the issue. You need to change the Summary setting on the TAR01.PY Account Revenue line item to Sum rather than None. Since it's in quarters compared to TAR02 in years, TAR02 doesn't see the quarterly values and instead pulls a blank. See if that fixes it.

Thanks,

Timmy

All comments

TimothyThomas

Hi @PoojaGupta ,

Since A1 Accounts is the parent hierarchy of A2 Account>Product#, you shouldn't need the SUM function in your formula. Removing it and just having the simple reference should do the trick.

Thanks,

Timmy

PoojaGupta

Thanks @TimothyThomas

Removing this doesn't work either 😞

TimothyThomas

Hi @PoojaGupta ,

That is strange... are your summary settings set up correctly? That formula works just fine in my model. Can you attach a screenshot of the underlying TAR01 module?

Thanks,

Timmy

PoojaGupta

Thanks for looking into it @TimothyThomas

Summary screenshot.

Tar01

TimothyThomas

Hi @PoojaGupta ,

Thanks,

Timmy

PoojaGupta

Yes it works 🙂

Thanks again @TimothyThomas

TimothyThomas

Fantastic! Happy to help 🙂

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