What's new in Customer Journeys?

Connect and learn more! ×
How do I write a member formula BS & IS prior year data for trending? — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How do I write a member formula BS & IS prior year data for trending?

Accepted answer
83
Views
8
Comments

Summary:

Trying to create a member formula to use for balance sheet trending in PBCS.

Content (required):

I am trying to write a member formula that will do the following calculation in each of the remaining forecast months:

(prior year accrued expenses/prior year OPEX)

But I am not sure where to begin. Our balance sheet data is in a different POV from the income statement, e.g.:

BS =No_Department, No_Location, etc.

IS= Total Departments, Total Locations, etc.

Below was the last formula I tried, but it didn't seem to work. The end goal is to have a trend % that can be used to forecast balance sheet items out.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!