11.3.4 Activity: Add Formulas to Profit & Loss Report Module

I'm learning this Module, but my result is different from what it should be in the lesson

Based on the lesson, it should be:

And my result is:

The figures in my result for 2019 by month is not the same with 'should be' if I select 'Forecast' and 'US'. and my result doesn't have figures for 2020, while 'should be' has numbers for 2020

If I select 'Budget', 'US', there'll be figures in my result

if I select 'Actual', 'US', it seems the result is the same when i select 'Actual'

And based on what I've learned from '11.3.2 Activity: Import Data into P&L Actual and Budget', the lesson said below, 'no data for forecast version, F20 is budget version, and FY19 is Actual version'. and it looks like the figures in below screenshot from lesson '11.3.2 Activity: Import Data into P&L Actual and Budget' is the same with my result, but different vs the screenshot from '11.3.4 Activity: Add Formulas to Profit & Loss Report Module'

I'm confused on which one is correct, if my result is wrong, what can i do to fix?

Accepted answers

Prajjwal88

@IvyXu ,

You'll need to set the Forecast version as the Current Version in the native Versions settings. From your SYS09 Version Details module, it looks like the Forecast year is not correctly set.

All comments

KUMARNR

Hi @IvyXu, I guess, you forgot to apply the condition of forecast, like if the forecast then some expenses and else some other things, recheck! you may get the result.

IvyXu

@KUMAR NR , thanks, how to apply the condition of forecast?

Prajjwal88

Hi @IvyXu ,
To apply the condition for Forecast, you’ll need to use a System module where you define boolean line items like Actual?, Forecast?, and Budget? for each version.

Once that’s set up, you can reference those boolean line Items in your REP03 P&L Report module to apply the correct logic for each version accordingly.

You can refer to the example screenshots attached below for how to structure this setup:

Hope this helps. 😀

IvyXu

Hi @Prajjwal88 ,

I checked the forecast conditions, it's as below, same with the screenshot you shared with me

and it's like this in regular view

and in REP03 Profit&Loss Report, I input the logic for revenue formular as below, but the result is different from what it expected to be

Prajjwal88

@IvyXu ,

You'll need to set the Forecast version as the Current Version in the native Versions settings. From your SYS09 Version Details module, it looks like the Forecast year is not correctly set.

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