summing up prior year data

DMManalili

Hi,

Question please. I am trying to sum up all the values in the Depreciation line item column for prior years 2020 in my calc module by company. However, I'm having a difficulty to get all the previous years data and sum it up. Thank you.

 

 

 

 

rob_marshall

@DMManalili 

 

Create a Calc module dimensionalized by Company and by Time , but set the granularity at the Year level.  Create a line item and name it Depreciation.  The formula will be: the_above_module_name.Depreciation[sum: Calendar Year, sum: Company].  Note, Company has to be a list formatted line item and Calendar year has to have a format of Year (Period).

 

This will get the sums for every year for every company.

 

Now, if you want to exclude year 2020, you can create a SYS Time Filters (at the Year level) module having a line item signifying FY 2020 (this should be a boolean).

 

In the summation calc module, create a new line item "Not 2020" with the formula: If Not SYS Time Filters.'FY 2020' then Depreciation else 0.