Level 200, Module 207: Applying Budget Increasement

Fabian09
Fabian09 Customer
Name Dropper First Comment
in Academy

Can someone help me with the Budget Increasement? Whenever I try to apply the Increasement, the data for CY Actual disappears even though I did the exact same steps as in the tutorial.

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Answers

  • Jui Date
    Jui Date Employee
    Fourth Anniversary 10 Comments First Answer Level 100: Foundations of Building in Board

    Hi Fabian, Can you let us know what is Previous year and Current year? Also, selection in 1st step is applied on which entity?

  • Fabian09
    Fabian09 Customer
    Name Dropper First Comment
    https://community.board.com/discussion/comment/18330#Comment_18330

    Hi Jui,
    I fixed the issue, there was an issue with an entity but it works fine now.

    Thank you for reaching out.

  • BSalveter
    BSalveter Customer
    Level 200: Building A Planning Solution in Board Name Dropper First Comment
    edited November 11

    Hello, I also need help a this point. When I apply the increasement, der CY is empty. Also the Timestamp is not working. @Jui Date

    image.png
    image.png

    Can someone help me?

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary

    https://community.board.com/discussion/comment/18925#Comment_18925

    Hi @BSalveter ,

    the CY Budget cube should be calculated using a dataflow. That dataflow uses the PY actuals and the increase rate as input. Assuming the CY is 2023 and version is "Budget"—that's set as selection.

    image.png

    Then you can do the calculation in 2 steps:

    1. calculate the BUD without increase
      image.png
    2. calculate the increase
      image.png

    Best,
    Helmut

  • BSalveter
    BSalveter Customer
    Level 200: Building A Planning Solution in Board Name Dropper First Comment

    Thanks a lot. The reference to “Previous Year” is missing in the task description of the exercise.

    Can you also help me with the Timestamp? I don't know, why it shows zero (Sales Planning).

    image.png

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary
    https://community.board.com/discussion/comment/18929#Comment_18929

    Hi @BSalveter ,

    first of all, please check that your cube for the timestamp has the correct dimensions and type

    image.png

    Type should be "Text". Then, check the contents of the entity "Timestamp"

    image.png

    Check that you have these two steps in your initialization procedure

    image.png

    The dataflow step should extend on both dimensions

    image.png

    Best,
    Helmut

  • BSalveter
    BSalveter Customer
    Level 200: Building A Planning Solution in Board Name Dropper First Comment
    edited November 11

    Hi @Helmut Heimann I did everything like this. However, the cube is displayed differently in the data view at the two marked points than in the sale upload.

    image.png

    Sales Upload (Sales Actuals):

    image.png

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary
    edited November 11

    Hi @BSalveter ,

    the timestamp cube has a dimension "Timestamp". You'll have to select one member of that entity (either by reference on the block or in a layout-select). Here's what a layout-select would look like

    image.png

    Best,
    Helmut

  • BSalveter
    BSalveter Customer
    Level 200: Building A Planning Solution in Board Name Dropper First Comment
    image.png

    I also did this…

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary

    Hi @BSalveter ,

    ok, looks good.
    Can you please create a new screen with no selections at all, a pager on Country and a dataview with the timestamp cube where you put the "Timestamp" dimension in the rows?

    Just to see, where the cube has data…

    image.png
    image.png

    Best,
    Helmut

  • BSalveter
    BSalveter Customer
    Level 200: Building A Planning Solution in Board Name Dropper First Comment

    @Helmut Heimann this?

    image.png

    Best

    Barbara

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary

    Hi @BSalveter , hello Barbara ;-)

    yes, that's what I was looking for.

    It shows that the algorithm you used to populate the timestamp cube during the initialization procedure is not working correctly. It should look (exactly) like this

    @Date&" at "&@Time&" by "&@User

    Please check whether you were missing any quotation marks or at-signs or ampersands.

    Best,
    Helmut

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary

    …and please doublecheck that you extend the calculation in the timestamp-setting on Country and Timestamp:

    image.png

    Best,
    Helmut

  • BSalveter
    BSalveter Customer
    Level 200: Building A Planning Solution in Board Name Dropper First Comment

    @Helmut Heimann

    Now it works. I just can't explain it because the algortithm didn't change after I overwrote this line. Thanks for the effort!!!

    Best

    Barbara

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary

    you're welcome, Barbara!

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