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)?

Accepted answers

naushad786

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]

Regards,

Naushad

All comments

Misbah

@Sally

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

Misbah

4. If you want to populate months of current year only then try this

YEAR(CURRENTPERIODEND()) = YEAR(ITEM(Time))

Sally_*35311

@Misbah

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?

Misbah

@Sally

Ah I see. Try this

YEAR(CURRENTPERIODEND()) = YEAR(ITEM(TIME))

It was option 4 in the previous reply

naushad786

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,

Naushad

Sally_*35311

@naushad786
Thanks for explaining.

naushad786

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]

Regards,

Naushad

Kanishq17

hi @Sally

so you can do it in multiple ways

1. If Quarter total is not enabled, then parent(item(time))=time.'FY20' else parent(parent(item(time))=time.'FY20'

2. else you can put FY20 in a separate module as cy=year(currentperiodstart()) and refer as year(item(time))=cy

rob_marshall

@Kanishq17 ,

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.

Rob

Sally_*35311

@naushad786
Thanks for the solution.

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