Forum Discussion

NicoleBruno's avatar
NicoleBruno
Valued Contributor
3 years ago

Copy Actual to Forecast issue

Hi all,    We have a simple copy calculation on a forecast scenario that copies in the actuals data for certain periods, defined in a text field. We've had it for years and it generally works fin...
Finance
  • EricOsmanski's avatar
    EricOsmanski
    3 years ago

    HI Nicole - where is this calculation written? If it is NOT a Custom Calc, you could move this to FP 16. This would ensure its the last thing to run and if its successful, it likely points to a formula pass issue and/or another formula overwriting those numbers.

    A few other unrelated items:

    - this does not have any Entity conditions - does it need to run at parent Entities for any reason?

    - the current month can easily be grabbed with api.Time.GetPeriodNumFromId(api.Pov.Time.MemberId) rather than parsing the time name

EricOsmanski's avatar
EricOsmanski
Valued Contributor
3 years ago

HI Nicole - where is this calculation written? If it is NOT a Custom Calc, you could move this to FP 16. This would ensure its the last thing to run and if its successful, it likely points to a formula pass issue and/or another formula overwriting those numbers.

A few other unrelated items:

- this does not have any Entity conditions - does it need to run at parent Entities for any reason?

- the current month can easily be grabbed with api.Time.GetPeriodNumFromId(api.Pov.Time.MemberId) rather than parsing the time name

  • NicoleBruno's avatar
    NicoleBruno
    Valued Contributor
    3 years ago

    Hi Eric, 

    The formula is on the specific scenario where the data is copied into so no ability to change formula passes (unless I'm missing something). 

    Re: Entity conditions, no, there's no real reason it needs to run at parent entities that I can think of. It's just the way it was built when we worked with OS support a couple years ago to update. 

    Re: month, the original formula was built in 2017 by Finit and that's the syntax they used. Thanks for the suggestion but if that part isn't broken, I'm likely not going to get approvals to change it.