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Knowledge and Support - Adaptive Insights

How To Write A Formula To Reference The First Month Of The Plan

Question

How do I write the test to determine if a month is an actual or a plan, i.e. is this month a plan month or an actual month?

Answer

There is not currently a function that can determine the Start of Plan for a version. To workaround this, sometimes clients will create a flag account and populate it with 1's in the Actuals version and leave it blank in the Planning versions. Then, they can write formulas with logic like if(ACCT.Flag=0...) that will only calculate in Actuals months or if(ACCT.Flag>0,...) that will only calculate in planning months.

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