Forum Discussion

prash4030's avatar
prash4030
New Contributor III
9 months ago

Monthly and Quarterly percentage

hi Experts,

i've a member formula (stored calc) to calculate %. My scenario type is periodic. i'm calculating % for various P&L accounts. M1,M2 and M3 %s is correct but for quarter, system is adding M1%, m2% and m3% which is not right. i want to write specific logic for qtr..for example: take quarterly expense and divide by revenue to calculate Qtrly %. is there a way i can override Qtr%? i may use dynamic calc to override V#QTD in report. but just wanted to know if there is more elegant way of doing this. pls guide

Finance
  • AndreaF's avatar
    AndreaF
    9 months ago

    HI, I suggest making the member dynamic calc, so that you can specify a formula for both the V#Periodic and V#QTD cases. The stored formula is not going to work: if you calculate on V#QTD, data calculated quarterly will be allocated to the dependent periods (the system adjusts the periodic values so they aggregate correctly), so the % on the M1/M2/etc. would not be correct anymore.

  • AndreaF's avatar
    AndreaF
    Contributor III
    9 months ago

    HI, I suggest making the member dynamic calc, so that you can specify a formula for both the V#Periodic and V#QTD cases. The stored formula is not going to work: if you calculate on V#QTD, data calculated quarterly will be allocated to the dependent periods (the system adjusts the periodic values so they aggregate correctly), so the % on the M1/M2/etc. would not be correct anymore.