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

NicoleBruno's avatar
NicoleBruno
Valued Contributor

Hi Eric, 

Thanks for the suggestion! I commented out the scenario formula entirely and added a new account member with the formula. It worked and copied everything correctly, no matter if the formula was set at FP1 or FP16. I'm honestly not sure what that's telling me though... The copy formula works when it's set on a revenue account (scenario type forecast and default time), no matter the formula pass number but it doesn't entirely work correctly when it's set on the forecast scenario itself. 

I would appreciate any thoughts you might have! And thanks for getting me to this point. 

EricOsmanski's avatar
EricOsmanski
Valued Contributor
3 years ago

Do you have any BRs assigned to BR 1 and 2 on the Cube? Those run between the Scenario formulas and FPs as part of the DUCS.

  • NicoleBruno's avatar
    NicoleBruno
    Valued Contributor
    3 years ago

    Hi Eric, 

    No, all business rules are (Not Used).