Forum Discussion
jreis
3 years agoNew Contributor II
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...
jreis
3 years agoNew Contributor II
Thanks for the response! Agreed changing the consolidation view was our preferred approach as well but when I went to test that in a Dev app I found that changing the consolidation view actually changed the final data in the actual scenario over multiple years when comparing back to production.
That being said, it is possible these differences could be due to specifically how we had our member formulas and/or business rules written. But because they are in a go-live state and there are multiple years of variances I am hesitant to make that switch and try to troubleshoot the data variance and rules across the entire app. Once I have time I think I am going to try the approach ChristianW mentioned above about creating just a new rule to carry the data for the remainder of the year and will report back on whether it is successful.
camagruder
3 years agoNew Contributor III
Thanks for the response. I wanted to follow-up and let you know that we did end of changing the consolidation view on the scenario to Periodic vs using a BR. We did a lot of testing and migrated it to production last week and have not had any issues.