Formula Summary

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Contributor

Formula Summary

I have data formulas like this. How do you change SUM to Formula in summary. So Growth Calculate on Summary Level its wrong.

Adisulyadi97_0-1582627181379.png

 

5 REPLIES 5
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Super Contributor

Re: Formula Summary

Hi @Adisulyadi97 

 

You can'y use summary as formula with PREVIOUS function in same line item.

 

Create one more line item and just refer to the line item which having previous function in your formula and for this line item you can set the summary as formula.

 

Hope this helps!

 

Thanks

Akhtar

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Certified Master Anaplanner

Re: Formula Summary

You will not be able to set the summary method to Formula for the time dimension if using a time-based function like previous() If you try you will get an error like the one below:

AWhitworth_0-1582629437669.png

 

However, depending on what you want to show you may be able to use the other summary methods to achieve this. For example if you wanted to show what the value was in month 12 of the prior year you could set the summary to Opening Balance ( month 1 of current year = month 12 of prior using Previous). 

 

 

 

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Master Anaplanner/Community Boss

Re: Formula Summary

@Adisulyadi97 

 

Break your formula into multiple line items and you should be able to get your results. Add Two line items Previous Premium and Previous GTV - Both should have SUM at Summary Level and then do the simple division in the Output line item and change the summary to Formula.

 @Akhtar.shahbaz unfortunately it doesn't work that way - simple refer will still not have the right values at aggregated levels because technically there is no formula, it is just refer.

 

Misbah_0-1582634415460.png

Misbah_2-1582634463211.png

 

Misbah_1-1582634442437.png

Misbah_3-1582634772534.png

 

Hope this helps

Misbah

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Contributor

Re: Formula Summary

Thank you. its work.
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Master Anaplanner/Community Boss

Re: Formula Summary

@Adisulyadi97  Do mark the 'Accept reply as solution' to a reply if it resolved your query! It encourages community members in general and also helps future members who may have the same question but may skip over the thread assuming it has no solution

 

Regards,

Anirudh