Building Question

neg177
Contributor

Building Question

Hi,

 

I'm trying to make a unction that takes my ending balance at the end of the month and moves it to another line item. This is what I tried but totally did not work, need some advice. Thank you 

 

'S01 Time Filter'.End of the Month[select:'Securitization Master Acct (x5000 Closing)']

1 REPLY 1
AlecWainberg
Certified Master Anaplanner

Re: Building Question

Hi,

You may want to try a formula similar to below:
Amount [Lookup: 'S01 Time Filter'.End of the Month]

Where:
Amount = Balance either weekly or daily that rolls into the month
''S01 Time Filter'.End of the Month' = is a time dimensionalized module that identifies the Month period