Movingsum over if statement based on isactualversion()

evanwalsem
evanwalsem
in Modeling

Hi all! 

 

In our model we do not get the wished results from a moving sum.

 

I want to preform a movingsum over a line item which is constructed with an if statement in a model with versions. 

 

This is my line item if statement:

evanwalsem_4-1653054047388.png

Where isactualversion is iscactualversion() and is thus dependent on the version. 

 

Then we have a line with a movingsum over the line item showed above: 

evanwalsem_1-1653052626463.png

 

This gives not the answer I expect for the last two actual months.

In the case we set a value of 10 for each each month (Actuals and Forecast) I expect the result of the sum to be 20 for each month. But the results are as follows: 

evanwalsem_5-1653054301267.png

 

The last two actuals months (Mar 22 and Apr 22) give the results as if summed over the actuals only instead over the combination of actual and forecast. 

 

How can I construct the moving sum such that it actually sums the values I see in the Revenue line item?

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Best Answer

  • M.Kierepka
    M.Kierepka
    Answer ✓

    Hi @evanwalsem,

    Try disabling the switchover for Movingsum line item.

    I cannot help more, because I don't know how exactly your versions setup and formulas look like - can you share the blueprint and Versions settings tab?

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