Mid-Year Divestiture Reversing full YTD Data
Hi All,
We have a client who wants to exclude a subsidiary from their reporting rollup starting mid year in May 2022. Unfortunately the consolidation view is set to YTD so it appears that when we s...
Forum Discussion
- click Remove Stored Item to delete that 0 you assigned at year level
- expand that 2019, clicking on the little black triangle to the left of it. Keep expanding until you find May
- select May and set the value to 0 there. It will be used for all following periods.
- ...
- Profit! 😉
Hi Jack,
Appreciate the quick response. Sorry it's not clearly called out in the original screenshot but we actually do currently have the 0 input at 2022M5 so in May. The issue is that instead of just ignoring the data for May through September it is also reversing the already loaded Jan through April YTD values which is creating a massive negative amount for all accounts at the top of the house for May 2022.
