In order to work around the limitation of valueat() not working properly if a matrix has a timeline which contains summary items, I have revised my models so that none of my matrices with linked timelines contain summary items.
Now, for presentation purposes, I would like to create Quarterly and Yearly summary versions of many of my matrices, for instance Income Statement, Balance Sheet, Cash Flow Statement. I have not been able to find a way to copy the summed items from the original Matrices into the summary-enabled copies, other than typing the same repetitive formula once for each and every item that I want to copy over. Is there an easier way to do this????
Please see attached. Source Matrix represents the original matrix, with a 3-level Timeline and no summary items in the timeline.
Summary Matrix is the target matrix where I want to display the sums for EACH item in IS Item, summarized by Quarter and Year.
I am able to copy and sum the values for a single item such as Product A, using the formula: [code:1w07b98g]Product A = sum(Source Matrix::Product A)[/code:1w07b98g]. I would like to avoid having to type that same formula over and over again for each item in IS Item. Ideally I could just type [code:1w07b98g]IS Item = sum(Source Matrix::IS Item)[/code:1w07b98g] but that gives the wrong results; every row ends up with the same values.
Is there any way to achieve my goal? And is there any time frame for when this bug with valueat()+timeline+summary items will be fixed, so that I won’t have to do any of this? (Please note: Even if the valueat() bug is fixed I still believe this ability to bulk copy a 2-D range of values on a [b:1w07b98g]row by row[/b:1w07b98g] basis will be quite useful and make for more concise formulas)
Hi JLin – sorry to hear about the formula / timeline troubles. I did go back to your earlier post / model and opened / saved in version 5.3 and it appears to work correctly. There must be something unique in the model you are working with. Couple of thoughts.
1. I have attached the model to that post saved in version 5.3 – any chance you can ‘break’ it to get that message?
2. One of the reasons you may get that message is that the two timelines in your model don’t overlap. We made some code changes in this area to not be overly aggressive in the way we handle recursion in timeline categories. Check the start dates of each timeline to see via right click the dimension – Timeline > Configure.
3. We have an FTP site that you can upload your model too. I can have engineering take a look if you want to supply the model to us: Shoot an email to firstname.lastname@example.org and we can supply the upload URL if you decide to go this route.