Driver Calc help with logic
I have a driver called "set to plan" which is just assigning the planned amounts to the forecast periods, but this is only happening for 2022 forecast periods.
The previous driver Calc:
IF Driver Method <> 'SYS002 - Model Lookups'.Set to Plan THEN 0 ELSE 'REP001 - Balance Sheet (Reporting Output)'.Amount[LOOKUP: 'SYS006 - Version Management'.Associated Plan]
Ideally what I want the logic to do is if the Current Year > than Year of the Switchover Period (May22) then use the PY period's value.
To start I added a Switchover Period(Year) line item to the sys006 module so i can refer to it. and this is the change I made to the formula:
IF Driver Method <> 'SYS002 - Model Lookups'.Set to Plan THEN 0 ELSE IF 'SYS006 - Version Management'.Current Year > 'SYS006 - Version Management'.'Switchover Period (Year)' THEN LAG('Total Output ($) [Staging]', 12, 0) ELSE 'REP001 - Balance Sheet (Reporting Output)'.Amount[LOOKUP: 'SYS006 - Version Management'.Associated Plan]
however the values for FY23 are still showing up as 0. What am I missing?
Attached the screenshots of the Modules CAL001 Periods (Feb22, May22, Feb23) and SYS006(blueprint and view) for reference.