Hi All,
I need a suggestion on below requirement.
I want to create a P&L report where by current month data should be shown at a weekly level for current month and show the month total and the remaining months in R12 will be planned at a monthly level
Can this be possible in a single grid(single module), to publish as a single report.
so, that when my current month is changed, it dynamically change my report view to current month as weekly and remaining as monthly.
Thanks & Regards,
Madhu
Solved! Go to Solution.
Since you're using the native time series, I think you're after a time filter in the reporting view. Try the following and let me know if it works for you:
Best,
Jack
@chenjack.sonos is exactly on the right track, just beat me to the punch. Here are some pictures, slightly different than what Jack did, but I think it will work for you.
Time Settings:
Create a SYS Time - Month module and create a line item named Current Period from Time with a format of Boolean with the following formula:
In your SYS Time - Week module, create the following line item with a boolean format
Change the Summary to Formula
For a result of
Hope this helps,
Rob
Possible. This is more like a telescopic non-linear view.
You need to create a custom time scale which has elements created accordingly. Your custom time scale will look like this,
Thanks
Arun
Hi @MadhabikaM
few questions :-
1. Is it an output report or planning Grid (in rest 11 months will you Input or Just view) ?
2. Will your current month be from a List selector or Model Settings ?
3. Are you using a Native Time List or Dummy ?
Thanks,
Nakul
Since you're using the native time series, I think you're after a time filter in the reporting view. Try the following and let me know if it works for you:
Best,
Jack
@chenjack.sonos is exactly on the right track, just beat me to the punch. Here are some pictures, slightly different than what Jack did, but I think it will work for you.
Time Settings:
Create a SYS Time - Month module and create a line item named Current Period from Time with a format of Boolean with the following formula:
In your SYS Time - Week module, create the following line item with a boolean format
Change the Summary to Formula
For a result of
Hope this helps,
Rob
Thank you Rob,
this work perfect on weekly dimension ed modules.
Thanks for your help 🙂
Madhu