Level 200 Module 210

Jon Linaburg · 2024-12-06T14:54:36+00:00

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Jon Linaburg

My current year budget is not matching my previous year actuals.

Here is my steps for the procedure:

Here is the instructions steps for the procedure:

Here is my layout for the data view:

Here are the instructions for the data view:

The only difference is the selections in the top left, which is from the next step in order to make it work, according to the instructions.

Also, if anyone can tell me how to copy just one tab and not the entire data table, that would be great. The instructions are not very clear on that.

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Accepted answers

Helmut Heimann

Hi @Jon Linaburg ,

great, could you then please mark this thread as "answered"?

Best,
Helmut

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Tim Blake

Hello,

I understand that you're seeking assistance with the mismatch between the current year's budget and the previous year's actuals on Module 210.

Thank you for bringing this to our attention and for providing the screenshot. Your thoroughness is really helpful.

We've opened a case for you: Case Number - 00136571. The team is already looking into the issue and will get back to you within the next 48 hours with an update or resolution.

If you have any more details to share or need further assistance, feel free to reach out.

Regards,
Tim Blake

Helmut Heimann

Hi @Jon Linaburg ,

I think the main issue is that you are comparing sales to expenses

If you're looking at sales figures, both cubes should contain sales figures, the same goes for expenses.

The layout for the sales comparison should look like this

And the reason that your current dataview shows the same value for each product is due to the fact that the expenses cube lacks the dimension "Product".

Furthermore regarding the question about the copying of the tab—I must confess that I not really understand what you want to copy and can not. Perhaps it'll help to have a look at the manual regarding the tab object:

https://help.board.com/v14/docs/containers-features-and-properties#tab-container

Best,
Helmut

Jon Linaburg

Thank you, that seemed to work! A couple quick points, the instructions never say to replace data block B, however they do for data block A, that is where I was missing a step.

Secondly, I want to replace only one tab when I copy the data model over.

In this case, the data table that I copied had 3 tabs, but the instructions said only to copy over LC. Every time I select and ctrl+c, it copies the entire table. If there was to only isolate and copy one tab that would be good to know.

THanks for the help

Helmut Heimann

Hi @Jon Linaburg ,

there unfortunately is no way of copying just one tab of a tab-object. You would need to copy the whole thing and delete the unwanted tabs from it.

Best,
Helmut

Jon Linaburg

Good to know, thanks again

Helmut Heimann

Hi @Jon Linaburg ,

great, could you then please mark this thread as "answered"?

Best,
Helmut