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Need your help with accumulative total
Posted: Thu Dec 22, 2011 9:54 am
by kiss351523
Dear All:
Look at my picture was loaded.The "Current" data were inputed by TI process.
I need is,
[every month] = [first month of year(2011-01)] + ... + [current month]
Could you give some advice for do this.
Re: Need your help with accumulative total
Posted: Thu Dec 22, 2011 10:19 am
by garry cook
Most common way would be to have a last month / next month attribute set and rule drive ['YearStart_to_Current']=['Current']+DB('Franchise Revenue', 'Current', ATTRS('SL_Time', 'Last Month') then feed Current into Next Month and also Current into the equivalent Year Start (as otherwise you'll only start feeding the month after the first entry occurs).
If you leave the P1 last month attribute in a year as blank, it'll start fresh each year. Probably worth mapping at the C: level straight into current also to avoid daft entries in there but you won't need a feeder as the natural consolidations will take care of it.
Re: Need your help with accumulative total
Posted: Thu Dec 22, 2011 12:39 pm
by David Usherwood
Think it would work much better to chart the YTD totals. Consolidations are 100x as fast as rules and don't need feeders.
Re: Need your help with accumulative total
Posted: Thu Dec 22, 2011 12:43 pm
by declanr
Or assuming that the Period values are loaded by TI?
=> You could just add an extra section to the TI that works out the YTD or CUM values and inputs them
Re: Need your help with accumulative total
Posted: Thu Dec 22, 2011 1:09 pm
by garry cook
Agree that generally a consolidated YTD structure is the most efficient way of doing it but to fit the view that the op's put in, personally I'd use rules as it's only a 2d and allows an easier side to side for lowest common denominator users.
TI loading depends on historic data not changing (or being built to deal with it) so depends what the op's after really. "Actuals are Actuals" is a phrase more often quoted in Finance than adhered to in my experience
Re: Need your help with accumulative total
Posted: Thu Dec 22, 2011 1:22 pm
by declanr
TI loading depends on historic data not changing (or being built to deal with it) so depends what the op's after really. "Actuals are Actuals" is a phrase more often quoted in Finance than adhered to in my experience
Personally every Finance department I have dealt with have been fantastic at maintaining historic data
Sometimes making it go horrifically wrong when they try and change history is the only way to make them learn
... sadly the bosses say I shouldn't take such an approach with the customers....