Help with Sum function / Creating a Profile

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Locke930
Locke930 Member, ALL USERS Posts: 3 New Contributor

Hello

 

I am trying to create a profile to spread revenues by client (i.e. When a client signs a contract in the future, when will the revenues occur based on past performance.

 

First I have a module that has historical revenues, by brand account, plotted on two dimensions - Contract Cohort (month the contract was signed, a list I created) and Time (revenue recognition).  Looks like this (single brand selected, redacted with black marker):

Screen Shot 2020-06-21 at 3.22.08 PM.png

Then I created a cohort/month mapping module to a list called Months for Waterfall - which is the profile list.  This evaluates what profile month the combination of the cohort and period relates to:

Screen Shot 2020-06-21 at 3.24.15 PM.png

I am then trying to aggregate this into a profile module that has the account and the months for waterfall as dimensions.  The allocation % would be Historical Revenue $/Historical Revenue $[select:Total All Months for Waterfall(sic)].  It is evaluating to $0 and I can't figure out why.  It seems to have to do with the time dimension but I can't figure it out:

 

Screen Shot 2020-06-21 at 3.27.57 PM.png

I feel that this should work as the source and result both have the accoount/brand dimension, and the time/cohort dimensions are mapped via the Attributes-Cohort Month module - but alas, its not working.  Any help would be appreciated.

Comments

  • Locke930
    Locke930 Member, ALL USERS Posts: 3 New Contributor

    @anirudh Thanks for the reply.  Can you post the blueprint of the third last module with All Periods selected.  I tried to add this to my module but am not getting the desired result.