SUMMARY Formula on ITEM(Time Period)

MarkTurkenburg_*8288

Hi team,

 

I created a ITEM line item in a Time Map (Months) module & set the SUMMARY to formula. I expected it to return the FY but instead it returned the 1st item in the period. EG for FY19 it returned Jul 18

 

Any ideas on why this is not returning FY19?

 

Thanks

 

rob_marshall

@MarkTurkenburg 

 

If you need it to show up, change the format to Text and use your Formula summary.

 

rob_marshall

@MarkTurkenburg 

 

I believe it is because you have the format set as Time Period Month?

MarkTurkenburg_*8288

Hi @rob_marshall 

 

The Time Period is set to Month but why would the FY19 period return Jul18. This is the 1st period in the hierarchy and the SUMMARY is set to Formula, not FIRSTNONBLANK

 

 

Thanks

rob_marshall

@MarkTurkenburg 

 

Because it defaults to the first period...If you had quarters, it would do the same because they are formatted to Month.

MarkTurkenburg_*8288

@rob_marshall can you provide the Blueprint for your screenshot line items?

 

Much appreciated 

 

Mark

rob_marshall

@MarkTurkenburg 

 

Sure thing

 

MarkTurkenburg_*8288

Thanks @rob_marshall