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  • 1.  How to Dynamically Change Period/FY Headers

    Posted 02/03/20 01:11 AM

    Hi all,

     

    I'm wondering if there is a work-around for the below issue. In a nutshell, we have a data-set which includes depreciation amounts for each period split by Period/FY in 12 columns. The headers for each are "Depr.1/2020.. Depr2/2020 etc." Is there a way to rename the columns and date partition this while also ensuring that future FY data-sets are mapped to the correct year. The main cause of concern here is that once we set up a datalink, we want to ensure the FY21 is labelled correctly.

     

    Thanks!

    Mike 








    #CostingStandard(CT-Foundation)


  • 2.  Re: How to Dynamically Change Period/FY Headers

    Posted 02/05/20 02:53 AM

    Hi @Michael Shamsiev

     

    Hope you are doing great. There is a workaround for your requirement mentioned above.

     

    Let's say your depreciation raw data looks like this for the year of 2016.

     

    please use following steps to achieve the automated split of these monthly depreciation amounts irrespective of the year of reporting, I have used here 2016

     

    1. Un-pivot

    Add an Un-pivot pipeline and select the label column to unpivot by, in this sample data I have taken it is "Name" column. so that result data looks like this

     

     

    2. Generate the month value, out of the depreciation period column names "Depr.MM/YYYY". using below two formulas

       

    1. Date =DateFormat(if(len(Collapse Column)=11,"01/0"&(Right(Collapse Column,(len(Collapse Column)-5))),"01/"&(Right(Collapse Column,(len(Collapse Column)-5)))),"DD/MM/YYYY")
    2. Period =Dateformat(Date,"MMMM")

     

    so, the result would look like below

     

     

     

    3. Apply date partition over the Period column generated earlier, which is basically the month of the financial year

     

     

    4. Hide the unwanted columns, and rename the collapse value to Depreciation

     

    5. The final result would be 

    Jan'16

     

    Feb'16

     

    Hope this would help.

     

    -Arun Kumar Bondu


    #CostingStandard(CT-Foundation)


  • 3.  Re: How to Dynamically Change Period/FY Headers

    Posted 02/13/20 06:23 PM

    Hi Arun,

     

    You're a life-saver! Thanks for the detailed breakdown mate. This is exactly what we needed. 

     

    Have a great weekend!

     

    Regards,

    Mike 


    #CostingStandard(CT-Foundation)