Level 1 Lesson 6 - 6.6.5 Activity: Add Formulas to Time Settings by Year Module

xzhan252
New Contributor

Level 1 Lesson 6 - 6.6.5 Activity: Add Formulas to Time Settings by Year Module

Hi,

 

Can anyone help me with below? I don't have FY20 and FY21 checked (see below), however, the example has them checked

xzhan252_0-1623798818220.png

 

1 ACCEPTED SOLUTION

Accepted Solutions
tingtingxia
Contributor

Re: Level 1 Lesson 6 - 6.6.5 Activity: Add Formulas to Time Settings by Year Module

Hi

 

It is due to the difference in time buckets between these two modules.

SYS00: Month based

SYS01: Year based

 

If you go to blueprint view of your SYS00 --> check summary method of Forecast Period? --> by default it is None for boolean formatted line items which is why in your SYS01, you didn't get any value --> depending on how you would like to judge a year is a forecast year, you can change the summary method to All/Any/Formula. Then in your SYS01 module you will get your defined summary boolean value

Screenshot 2021-06-16 at 11.21.14 AM.png

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4 REPLIES 4
tingtingxia
Contributor

Re: Level 1 Lesson 6 - 6.6.5 Activity: Add Formulas to Time Settings by Year Module

Hi 

Can you help to show a screenshot of your SYS00 module? Especially the Forecast Period? line item you are referring to in your formula shown?

 

Tingting

xzhan252
New Contributor

Re: Level 1 Lesson 6 - 6.6.5 Activity: Add Formulas to Time Settings by Year Module

Sure, see below

xzhan252_0-1623808998000.png

 

tingtingxia
Contributor

Re: Level 1 Lesson 6 - 6.6.5 Activity: Add Formulas to Time Settings by Year Module

Hi

 

It is due to the difference in time buckets between these two modules.

SYS00: Month based

SYS01: Year based

 

If you go to blueprint view of your SYS00 --> check summary method of Forecast Period? --> by default it is None for boolean formatted line items which is why in your SYS01, you didn't get any value --> depending on how you would like to judge a year is a forecast year, you can change the summary method to All/Any/Formula. Then in your SYS01 module you will get your defined summary boolean value

Screenshot 2021-06-16 at 11.21.14 AM.png

View solution in original post

xzhan252
New Contributor

Re: Level 1 Lesson 6 - 6.6.5 Activity: Add Formulas to Time Settings by Year Module

Thank you!