Can a module dimension be used to enable Sum, Data entry, and Total (without using Line Items)

Hey guys,

I'd like to create a module with multiple line items (in my case, a cash flow statement - snip below), where the module has a dimension that allows:
1) Formula to populate the mapped answer into the 1st member of dimension
2) Data entry in the second member of the dimension (e.g. to manually re-allocate part of the mapped answer in 1)
3) A total of 1) and 2) for the final presented Cash Flow
So essentially each month needs to have 3 columns (see snip of Cash Flow Line items below).

I've spent a while looking for answers and they all point to using line items to do this, but in this case line items are already being used for each line of the report.

Is it possible to use version? Although I want to be able to have the formula and the data entry applied for every time period (i.e. it's not about forecast vs actual).

I hope I've described my situation appropriately - would really appreciate any guidance from the gurus here :)

Accepted answers

andrewtye

Hi @AndrewHodgson

There are a couple of options you've got

Have three separate modules. One for the formula links, two for the adjustments, three to add them together
Create a LISS using the module you've already got and have line items which are Input (the collect), Adjustment, Total. As you've just got simple calculations everything will cast across.

Hope that helps

All comments

andrewtye

Hi @AndrewHodgson

There are a couple of options you've got

Have three separate modules. One for the formula links, two for the adjustments, three to add them together
Create a LISS using the module you've already got and have line items which are Input (the collect), Adjustment, Total. As you've just got simple calculations everything will cast across.

Hope that helps

andrewtye

Hi @AndrewHodgson

There are a couple of options you've got

Have three separate modules. One for the formula links, two for the adjustments, three to add them together
Create a LISS using the module you've already got and have line items which are Input (the collect), Adjustment, Total. As you've just got simple calculations everything will cast across.

Hope that helps

andrewtye

Hi @AndrewHodgson

There are a couple of options you've got

Have three separate modules. One for the formula links, two for the adjustments, three to add them together
Create a LISS using the module you've already got and have line items which are Input (the collect), Adjustment, Total. As you've just got simple calculations everything will cast across.

Hope that helps

AndrewHodgson

Thanks for this @andrewtye - I had thought about your first option as being workable, but figured there was something more elegant. So maybe your option 2.

Now I'm going to sound like a complete noob, but if I try option 2 then how do I pull my mapped numbers into "the collect", since the source module is not structured with the LISS? I really should do my training 😆

AndrewHodgson

Sorry @andrewtye , I re-read your option 2 and realised I inititially misunderstood. It works well!

Thanks again.

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