I have a line item in percentage (POC). I already created the formula and set the summary totals to formula to get the correct %. But I need the value of the percentage for the following year. for example my period is Jan 2020, I need to reflect the value of the percentage in Jan 2021 in my Jan 2020 period. I tried using the formula LEAD to get the value. Formula : Lead(lineitem,12,0) but it is not working if the summary total is set to formula. If I dont set the summary to Formula, I will get incorrect percentage at the totals level since it will just sum it up.
Yes, You cannot set the Time Summary to Formula while using Lead function. However, you can easily set the Main summary as 'Formula' and your Time Summary as 'Sum'or None as our intention is to bring in the previous period data. Then you the Lead function to get the value from the previous year month. If you see below, I have shown you the screenshots for city level and All Region levels. In both cases, the percentages in 2019 are the same as 2018.
Easiest way and the simplest way is to break this into pieces. Don't Use LEAD function on the calculated Ratio instead use it on the inputs that you are using for calculating the Ratio. Here is one example for your reference.In this example I am trying to pull Values back by 3 months i.e., from Apr to Jan
Num - Input
Denom - input
Ratio = Num/Denom - Summary as formula
Lead Ratio - Lead(Ratio,3,0) - Summary as SUM, Incorrect values at Quarter Level
Revised Num - Lead(Num,3,0)
Revised Denom- Lead(Denom,3,0)
Revised Lead Ratio = Revised Num/Revised Denom ; Summary set as Formula
@gaurav_sharma-bng Not the recommended way of modelling. We should avoid hard coding while modelling
Totally agreed @Misbah , on the Hard coding comment. We should not hardcode in formulas. I just did not want to confuse creating additional logic or line items. Wanted to quickly help with the actual problem being faced by Ana