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Forum Discussion

wm2's avatar
wm2
New Contributor
1 year ago

Roll up Formula

Here I have my income and balance sheet. I need RE to equal account number 29500 plus Net income under the balance sheet. I also only have data for Jan 22. Do I create a stored calc, dynamic calc, fo...
Finance
wm2's avatar
wm2
New Contributor
1 year ago

That makes sense and I see that in a navigator lab, do you know any settings to check if that isn't working. I know how to roll it up with relationships, but I need to use a formula based on directions. I just don't know what else to check

TheJonG's avatar
TheJonG
Icon for OneStream Employee rankOneStream Employee
1 year ago

Assuming you have the FormulaPass and Formula correct, then you need to kick off a Consolidation or Calculation to run the formula.