Is it possible to override a formula in a line item? If not, how can I enter a starting amount?
I want to be able to enter a starting amount and from there on have a formula driven on the line item.
Beginning ARR manual enter amount in Apr, then it will drive the calculation to get the ending ARR. The beginning ARR will equal to previous months Ending ARR.
I included several screenshot. The excel file highlighted in yellow is the manual input amount. I was wondering whats the best way to approach this? I know I can just enter a line item to add to the total to make it work.
Not David but will respond for him. Essentially, he has a SYS Time module where he has a line item called "First Period of Timescale" formatted as a Boolean. That line item has a formula of OFFSET(1, -1,0)=0 which evaluates to true for the first period of the timescale. Once that is set up, your formula is just evaluating if the current time period checked in the SYS Time module (First Period of Timescale), then get the opening balance, else get the previous closing amount.