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

This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.


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?


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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