Carry-forward rule "Same Period" not working

[Former Member]

Hello

I've a YTD Consolidaion Model which I'm performing some testing

I've created a business rule for Carry Forward with "Same Period" selected.

I run the package Copy Opening Balance but it did not copy to the same period....

Does anyone knows why?

I was hoping that it will copy from 2015.12 to 2016.12

[skumar_skumar3]

Hi Edmund,

While you run the Data Manager package, please select the required time (same period) and run the package. Should work.

Thank you

[former_member186338]

"I was hoping that it will copy from 2015.12 to 2016.12" - sorry, but same period means exactly - same period

[former_member225135]

Hi,

As per BPC Handbook, source period should be same as that of destination.

If you want to run carry forward from 2015.12 to 2016.12, source period will not work

Regards,

Rahul

[Former Member]

Hi Edmund,

Can you retry as follows for copying Dec 2015 closing values to Dec 2016 Opening Flow:

• Remove the Same period tick from the business rule.
• Save the rule
• Go to the VERSION Dimension
• For the Member Actuals , maintain OPENING_PERIOD as DEC and OPENING_YEAR as 2015.
• Process the Dimension
• Re-run the DMP

Alternatively, you can use Account Reclassification rule instead of Balance carry forward rule. In the rule, use SOURCE PERIOD as DEC and SOURCE YEAR as -1.