Adjusting a formula

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New Contributor

Adjusting a formula

Hi, I am currently working on creating a P/L where we multiply a item by a certain percentage. To get this percentage, I had to create a another module and use past actual data to arrive at the %.

 

The issue is now In my module of calculating the % . FY19 is the percentage I need to bring over to my P/L but everything I have tried doesnt seem to be able to bring in only FY19 %

4 REPLIES 4
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Master Anaplanner/Community Boss

Re: Adjusting a formula

@ciara 

 

Usually we use OFFSET function to pull past years value but if you can post a snapshot of your module we shall be in a better position to help you

 

Misbah

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Master Anaplanner/Community Boss

Re: Adjusting a formula

Hi ciara,

Are you trying to refer the year value from a module dimensioned with months?
Try this:
'Module 2'.Percentage line item[SELECT: Time.'FY 19']
It's best practice to avoid hardcoding formulas with select function, but let me know if this works first and we can remove the hardcoding later

Regards,
Anirudh
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New Contributor

Re: Adjusting a formula

Thank you so much, While its not ideal to hardcode FY19, its better then not having the correct %. Thanks 🙂 

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Master Anaplanner/Community Boss

Re: Adjusting a formula

Glad that it worked!!

To remove hardcoding is acually very easy. Just create a module with no dimensions and a line item for the year selection (Format : Year) then edit your formula to say:

'Module 2'.Percentage line item[Lookup: Module.Year selection]

Then set the line item manually to FY19

Regards,
Anirudh