Incoherent summary when period is quarters, year or even YTD

rfilip

Hello,

I'm really at the beginning of the journey of being Model Builder so I'm afraid that what I'm to ask you is really basic, but hope to find help and the learn more .

The context of the issue is that the following line item is looking for the customers that have 0 revenue in the current month, and if is true, then it shows the revenue from the previous month.

Month by month it is coherent, but when the period is a quarter, FY or even YTD, it explodes and so far from the reality.

I've tried multiple combinations of summaries, but no luck until now, to discover how to adjust the formulas, in order to simply add the monthly amounts and not check if the condition is met.  

 

Thank you !

rfilip

Hello @TimothyThomas,

Thanks in advance for helping me !

> Example for Jan 22, Up sell has 7 ;

> For Feb the same line has 7, but recorded as being recurring;

According to conditions set, both Jan and Feb are correct.

> However, Mar 22 data is not available, so the Revenue in current Month = 0, so the formula works fine and it returns the 7 from the last month, as being loss revenue in Mar 22. But this has an huge impact on the quarter summary, year and so on. 

> Q1 22, shows the 2 correct amounts for Jan and Feb, but it also shows the amount for Mar (which is not real).

 

 So now I'm thinking that maybe I should add a condition on the period, to check if there is data or not, before calculating the amounts. Any help, of how I can do that, will be extremally appreciated it. 

 

 

rfilip

Hello ManjunathKN,

Thank you for your answer !

The summary I need is to have JAN + FEB + MAR = quarter 1, so from my understanding this option will show only the value for MAR.