Driver Calc help with logic

Walker32

I have a driver called "set to plan" which is just assigning the planned amounts to the forecast periods, but this is only happening for 2022 forecast periods.

 

The previous driver Calc:

IF
    Driver Method <> 'SYS002 - Model Lookups'.Set to Plan
THEN
    0
ELSE
    'REP001 - Balance Sheet (Reporting Output)'.Amount[LOOKUP: 'SYS006 - Version Management'.Associated Plan]

 

Ideally what I want the logic to do is if the Current Year > than Year of the Switchover Period (May22) then use the PY period's value. 

 

To start I added a Switchover Period(Year) line item to the sys006 module so i can refer to it. and this is the change I made to the formula:

IF
	Driver Method <> 'SYS002 - Model Lookups'.Set to Plan
THEN
	0
ELSE
	IF
		'SYS006 - Version Management'.Current Year > 'SYS006 - Version Management'.'Switchover Period (Year)'
	THEN
		LAG('Total Output ($) [Staging]', 12, 0)
	ELSE
		'REP001 - Balance Sheet (Reporting Output)'.Amount[LOOKUP: 'SYS006 - Version Management'.Associated Plan]

 

however the values for FY23 are still showing up as 0. What am I missing?

 

Attached the screenshots of the Modules CAL001 Periods (Feb22, May22, Feb23) and SYS006(blueprint and view) for reference.

JamesPreston

My first check would be that the dimensioning of 'SYS006 - Version Management' is correct and the values of Current Year and 'Switchover Period (Year)' are non-zero

 

My final thought is that Current Year is derived from Current Quarter and Current Quarter is derived from Switchover Period (Month) - is this the indented behavior?

 

- James

Walker32

Hi Ankit.

CAL001 is the calulation module it references the REP001 value and outputs it.