IF condition for Summary Method
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":""}) |
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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
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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! :)0
Answers
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Yes. Thank you. You enlightened me.
That is the way. Appreciated.
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