Hi team,
I think I already know the answer, but I guess I am clutching on straws here. Is there a way to have module names in non-assumption category block in output section? I hope that makes sense. I am aware when non-assumption style is applied it has to contain consistent values or formulas.
Thanks in advance!
Hi Ilya,
I think I'm understanding your query.
You can make the category block dynamically linked to the module name by using the dynamic text option (Build > Module Structure > Cell Blocks > Dynamic Text).
I've popped an example of dynamically naming it Module_Name&" Category "&Category_Number as an example, which outputs a block as shown in the third picture. Hope that helps.
Jun
Hi Ilya,
You can use dynamic text in any cell block that doesn't contain a formula, in the same way that it can be used in default assumptions for assumptions cell blocks.
Just right-click on the cell block and click the Dynamic Text shortcut menu item (or go to the Build tab, Cell Blocks menu, Dynamic Text) and select Module Name as the dynamic text and click the Paste Button, as shown below:
Haha well played Jun, you beat me to it! ;-)
Haha oops. I thought you might have been all over it, but I figured it's been a while since I've said anything!
Thank you guys for help! It does provide the same logic which I am trying to achieve. The difficulty is in referring to a module name on a different tab. From your explanation above, it references to the module name on the same tab. Here is an example below:
Under Rev_Exp tab:
The desired outcome is to have total for Category Revenue 1 and for Category Revenue 2 to be as a single category on the output:
I am sure I am missing something and it should be fairly easy.
Thank you in advance!
Hi Ilya,
I think I'm understanding what you're after and I'm sure Mike and the team will likely have an awesome solution. Here are my two cents worth.
If I'm understanding what you're after correctly, there's plenty of ways to solve it, but here are two. There's a few steps, but once you get used to doing "link-ins" you'll have a lot of power in developing models.
Option 1
You can update the revenue module to refer to the heading and have it as "Total " or whatever method you'd like to name it. Then you can update the module name to whatever you'd like and it'll reflect the totals correctly.
Now you'll need to update the Income Statement to accept these by default.
Go into the Income Statement module and with the module link-in (alt + L + K + I), you can manually elect to have the "default link-in" as Totals.
You can go ahead and jump into the income statement, unlink the existing categories links using your precedent module links panel (ctrl + shift + k).
Link the total and remove the excess categories for now.
Now you can duplicate the revenue module, rename the module, and it'll bring the totals in automatically
Option 2
This is our preferred method as it also allows us to align detailed forecast figures to historical chart of account items.
We pass all the categories through a mapping module. This is similar to the methodology you'll find in say Accounts Receivable or Accounts Payable (+ others).
I've attached both for your reference. You should be able to duplicate modules in both files. I think I've locked down the second file, but you'll be able to see the methodology.
Hope this helps.
Jun
Thank you Jun, you are the legend!