IF condition for Summary Method

WaiWah
WaiWah
in Academy Discussions
image.png

I have the above highlighted Summary for the line item, Amount YTD+.

May I know how I can change the Summary Method to be conditional like below (It SUM for P&L but CLOSING_BALANCE for Balance Sheet):

IF(PL?, {"summaryMethod":"SUM","timeSummaryMethod":"SUM","timeSummarySameAsMainSummary":true,"ratioNumeratorIdentifier":"","ratioDenominatorIdentifier":""}, {"summaryMethod":"SUM","timeSummaryMethod":"CLOSING_BALANCE","timeSummarySameAsMainSummary":false,"ratioNumeratorIdentifier":"","ratioDenominatorIdentifier":""})

IF(PL?, {"summaryMethod":"SUM","timeSummaryMethod":"SUM","timeSummarySameAsMainSummary":true,"ratioNumeratorIdentifier":"","ratioDenominatorIdentifier":""},
{"summaryMethod":"SUM","timeSummaryMethod":"CLOSING_BALANCE","timeSummarySameAsMainSummary":false,"ratioNumeratorIdentifier":"","ratioDenominatorIdentifier":""})

The above is just for example only, error!

Thank you.

Best Answer

  • devrathahuja
    devrathahuja
    Answer ✓

    Hi @WaiWah ,
    You can create the 2 summaries in 2 separate line items & then refer it in the main line item as If P&L then line item A (Summary sum) else line item B (summary closing balance) with summary for the main line item as formula.

    It'd then refer to summary of line item A & B respectively. I presume this is being used for P&L vs BS line items having different summaries.

    Hope this helps! :)

Answers

  • WaiWah
    WaiWah

    Yes. Thank you. You enlightened me.

    That is the way. Appreciated.

Categories