Level 300: Module 303 - Functional Test: Question 1

Crystal Peavy
Crystal Peavy Customer
10 Comments Level 200: Building A Planning Solution in Board
in Academy

I cannot figure out why my April 2023 sales are not calculating. As a result, I cannot determine the correct answer for question 1 in the functional test.

Please help.

My Instance:

image.png

Training Instance:

image.png

Answers

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Based on just these two screenshots alone, I am wondering if the issue has to do with your settings for your months in the Administration → Planning Months page. Can you go back to that part of the lesson and retrace your steps?

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Hi Crystal,

    This is what my Administration - Planning Months page looks like.

    image.png

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Okay, that screen does look like mine. Did you click "Initialize Planning" and go through that entire procedure? If so, can you share a screenshot of what that procedure's steps look like?

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Below is the data model PLN - Initialize Planning procedure.

    image.png

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    I can't quite tell from this screenshot, but did you use the block references and time functions inside of the data flows?

    For example in the Data Flow Step #7, do you have Previous Year shown?

    image.png

    Crystal Zhao

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    I believe I have all the block references correct.

    Group Budget:

    Step 7: block a (ACT-DF-Sales LC) block reference Previous Year

    Step 8: block a (ACT-DF-Expenses LC) block reference Previous Year

    Step 10: block a no block reference

    Group Forecast:

    Step 16: block a no block reference

    Step 18: block a no block reference

    Step 19: block a no block reference

    Step 21: block a (PLN-DF-Sales LC) block reference Version=Budget

    Step 22: block a (PLN-DF-Expenses LC) block reference Version=Budget

    Thanks,

    Crystal

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Oh, I should have asked first: when you started 300, did you create a new training environment or are you using the same one from your 200? It's possible that your data might be different because you're supposed to create a new training environment with each Level.

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    I created a new training environment using the link within the 300 training, in the 301 lesson.

    image.png

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Thanks for confirming. I think I have one more hunch what might be missing. Is "Version" checked as an extension on that Step 7?

    image.png

    If you do change it, you'll have to re-click the Initialize Planning button too and then the numbers should show up.

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Version is selected within the Calculation Domain of step 7.

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Hmm, I'm not seeing any other differences then in our procedure, so I wonder if the underlying data might not be right. When you were at Step 3 in the build to validate the P&L Data, did everything look right?

    image.png

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Everything matched up, in that step.

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Okay, maybe it might help to see if the data from the PY Actuals that is flowing into CY matches.

    Can you just make a new screen and just name it "Test" or something, then create a data view that looks like this:

    image.png

    I just want to see if there is a data issue that happens before this flow even happens.

    Crystal Zhao

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Another thing to check: are all of your relationships mapped? Can you check this screen too to see if there are any errors?

    image.png

    It should be blank like this. I don't think that there are any new relationships at this part of the lesson yet, but I just want to rule it out.

    Crystal Zhao

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Hi Crystal,

    I built the "Test" screen, and the data is flowing. See below.

    image.png

    And my relationships do not have any errors.

    image.png

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Thanks for your patience as we keep trying to figure out what's missing here. I have one more idea: in the first step of the procedure with the IF/THEN, did you apply the Selection to "Version Status?"

    image.png
    image.png

    Crystal Zhao

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Hi Crystal,

    Yes, I have Version Status: Data Entry - Data Entry selected.

    image.png

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Hi Crystal,

    Please advise if there is something else I can try, as I am still not able to get passed the functional test.

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    Apologies, I have been out of office. Unfortunately I do not see anything else that looks different from my model, so at this point I can only recommend just going back through the build step by step for that module.

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    I have gone back through it 3 times already. Resetting and restarting my instance twice but get the same results.

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Can you tell me if all my data readers are setup up correctly?

    image.png

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    Or could this be the issue? In the configure layout screen, entity Version and entity Version Status are listed under separate Utility headers.

    image.png

  • Crystal Peavy
    Crystal Peavy Customer
    10 Comments Level 200: Building A Planning Solution in Board

    I was able to figure out the issue. Thank you for your help.

  • Crystal Zhao
    Crystal Zhao Employee
    10 Comments September Badge of the Month Name Dropper August Badge of the Month

    Hi Crystal,

    No, the headers for the Utility wouldn't have caused the issue.

    I'm happy to hear that you got it working though! Can you tell us what ultimately was the problem in case anybody else runs into it too?

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