Formula for a Line Item

LorraineGSD
LorraineGSD
in Modeling

Hi All, I'm having trouble figuring out the formula for this. I need to create a Formula for "A" for the succeeding months but the first month should be an input.

LorraineGSD_0-1628151482094.png

Thanks!

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Best Answers

  • naveenmaurya
    naveenmaurya
    Answer ✓

    Hi Lorraine,

    You cannot have both input and formula for the same line item.
    What you can do is to create a new line item let's say "A1", where you will take value as input

     

    naveenmaurya_1-1628159560712.png


    Also create a Time Settings Module which has time as dimension and one boolean line item First Month? which will look like this

    naveenmaurya_0-1628159400231.png

    After this use formula in line item "A" of your module 

    IF Time Settings Module.'First Month?' THEN 'A1' ELSE PREVIOUS(A) - PREVIOUS(B)

    I hope this helps.

     

     

  • Misbah
    Misbah
    Answer ✓

    @LorraineGSD 

     

    Step 1: Create a SYS Time module where you will identify the first month of each year.

    Misbah_0-1628160316220.png

    Misbah_1-1628160340728.png

    Step 2: Create another module where you store the beginning balance feeding into first months of each year . I have used Yearly Timescale here but you can use whatever scale you want

    Misbah_2-1628160402811.png

    Step 3: Create a final module where you do the calculations

    Misbah_5-1628160603402.png

     

    Hope that helps

    Misbah

     

     

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