15 Replies Latest reply: Mar 16, 2017 2:19 PM by Karen Birbeck RSS

    Simple Chart - Forecast and Actual Paid does not work

    Karen Birbeck

       

      Your help would be very much appreciated.  I have, what I think is, a simple setup with Budget line items (BLI), Statements of work (SOW, aka Purchase Order) and Transactions (Trxn, aka Paid).  The Bugdet includes, for each BLI, a monthly budget and forecast.  All the input is XLS.

       

       

      When I create a QV table of sums by year, the yearly sum are not correct – the total is correct.

      If I add a column to my Trxn table, TrxnYear, I can get the table above to work BUT if I add sum(TrxnAmount) to any other table, it has the same error.

       

       

       

      Below is my data structure, the budget XLS and excerpts from a table box that lists the transactions.  I have included my MasterCalendar script also.   Below the structure are excerpts from a table box that lists the transactions demonstrate the issue…see Year in the last column (this is before I added TrxnYear).

       

       

       

      Budget table (XLS)

       

       

      When I ask to see Just 2016

       

       

      When I ask to see just 2017

       

       

      When I ask for ALL years (these dups don’t appear when I remove the Year column)

       

       

      These dups don’t appear when I remove the Year column.