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ajackett's avatar
ajackett
New Contributor III
2 years ago

How to update Spreadsheet form totals without Force Consolidation

Hi,  I'm building a Forecast template which brings in Actuals for the YTD periods, and the future periods are form inputs. The actuals are based on all stat entities, rolling up to a Parent (let's c...
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JackLacava's avatar
JackLacava
Community Manager
2 years ago

Is that total in the same scenario your input is saved?

If yes, the only other thing that I can think of is that rules might be doing something funky.

For this sort of rapid-feedback form, anyway, people tend to use DynamicCalc accounts that effectively "simulate" a consolidation without actually performing it. See this blog post for the typical approach.