Version Budget formula
The Current Fiscal Year is Jan 2020 to Dec 2020
No of Past Years : 1
No of Future Years: 1
Current Period: changes monthly
For a Sys module, what formula (Boolean type) can be used to select the months for Jan 2020 to Dec 2020 (even though Current Period changes)?
Hi @Sally ,
Please find the below screenshots if it works for you.
I have created a module with time dimension and created a line item as you can can see the below screenshot.
Reference Check? line item to the below module based on [LOOKUP : Year]
Not sure if I understood your requirement
1.If you want to populate current period in SYS Time module then use PERIOD(CURRENTPERIODSTART()) = ITEM(TIME) or PERIOD(CURRENTPERIODEND()) = ITEM(TIME)
2. If you want to populate every month write the formula TRUE in line item
3. If you are using Global Module to Pull Current Period then use Global Module.Current Period = ITEM(TIME)
Hope that helps
4. If you want to populate months of current year only then try this
YEAR(CURRENTPERIODEND()) = YEAR(ITEM(Time))0
Thanks for your quick reply.
The Time setting is from Jan 2020 to Dec 2020 with No of Past Years: 1 and No of Future Years: 1
Current period: Jan 20 but will changes monthly to Feb 20, Mar 20 etc
and we would like to have Jan 2020 to Dec 2020 selected as SYS module even though Current period changes.
Your suggestions 1 and 2 does not address it as suggestion 1 results in Jan 20 selected whereas suggestion 2 results in all months selected.
How does suggestion 3 work?0
Hi @Sally ,
In suggestion 3 you can create separate module without Time Dimension and create One line item say Current Period format as month write formula PERIOD(CURRENTPERIODSTART()).
In your module write the formula in budget Created Module.Current Period = ITEM(TIME). it changes when current month will change also you can refer as a global reference.
Hope it will help you.
Thanks for explaining.0
Please do not hardcode to a particular list member, even time, as now it will be harder to roll your model forward as you have formula's specifically referencing members that may or may not be there.
Thanks for the solution.0