Why is my Period formula returning back nothing?

zdlee
New Contributor

Why is my Period formula returning back nothing?

I have a time SYS module that has the last month of the next years forecast (12/1/2022). When I use the PERIOD() formula and reference this line item it returns nothing. The module where I am referencing does not have time as a dimension. Could this be why?

Time SYS:

zdlee_0-1633980070684.png

zdlee_1-1633980124853.png

The module where I am attempting to reference:

zdlee_2-1633980164426.png

zdlee_3-1633980189407.png

 

Thanks in advance!

 

1 ACCEPTED SOLUTION

Accepted Solutions
Akhtar.shahbaz
Community Boss

Re: Why is my Period formula returning back nothing?

Hi @zdlee ,

 

Yes, it's not reflecting value because of time dimension, Looks like you want to for Dec month only,

Create a SYS time module without time dimension 

 

Screenshot_240.png

Screenshot_241.png

 

View solution in original post

4 REPLIES 4
chilled0ut
New Contributor

Re: Why is my Period formula returning back nothing?

Yes you are correct. It is because you do not have the time dimension. If you update your formula to select a specific time dimension such as PERIOD('SYS02_Calendar Settings'.'1 + Current Year End Month'[SELECT: TIME.'Jan 21']) then it will return a value.

Akhtar.shahbaz
Community Boss

Re: Why is my Period formula returning back nothing?

Hi @zdlee ,

 

Yes, it's not reflecting value because of time dimension, Looks like you want to for Dec month only,

Create a SYS time module without time dimension 

 

Screenshot_240.png

Screenshot_241.png

 

View solution in original post

himanshu.badhai
Certified Master Anaplanner

Re: Why is my Period formula returning back nothing?

Is Dec 22 part of your model calendar? Try adding one future year to your model calendar

anikdas
Certified Master Anaplanner

Re: Why is my Period formula returning back nothing?

Hi @zdlee ,

First of all, few observations from my side:

  • Do you really need the source line items varied by Time? You are calculating the year-end date but you don't need to vary it by months across the year.
  • Using year numbers derived from the start date of the Fiscal year can raise problems later on

Having said that, you are on the correct path - just two changes needed and all good:

  • You have used a summary method for line item "1 + Current Year End Month" to be First Non Blank - which is fine. However, to use it in your destination line item you need to use time aggregation - "Select: Time.'All Periods'"
  • If Dec 22 does not fall within the model timescale, add a time range to your model which overlaps the potential future years. Note, you don't need to use the time ranges in other places. Please don't add the extra years in the model calendar.

Source Module (Formulas exactly that you have):

anikdas_0-1634167388950.png

Destination Line Item:

Formula: 

PERIOD('SYS01: Time Settings'.'1 + Current Year End Month'[SELECT: TIME.All Periods])

anikdas_1-1634167436757.png

Hope this helps

 

Thanks
Anik