Formula for a Line Item

LorraineGSD
New Contributor

Formula for a Line Item

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!

2 ACCEPTED SOLUTIONS

Accepted Solutions
naveenmaurya
Occasional Contributor

Re: Formula for a Line Item

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.

 

 

View solution in original post

Misbah
Moderator

Re: Formula for a Line Item

@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

 

 

View solution in original post

2 REPLIES 2
naveenmaurya
Occasional Contributor

Re: Formula for a Line Item

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.

 

 

View solution in original post

Misbah
Moderator

Re: Formula for a Line Item

@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

 

 

View solution in original post