+5
Hi!
Hoping some of you can share some best practices for mapping a metric’s results (for example, a forecast metric of revenue with dimension Month) to a chart of accounts (for example, account 4000: Revenue).
I know I could use lots of IF statements on a metric that has dimensions Month and IS_Accounts, but that seems fragile?
I haven’t seen another way to directly associate a metric’s result to a chart of accounts line though. Any advice? Thanks!
Best answer by Nathan
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+11
Hey Trevor,
we voted on that and the best way is:
Create Mapping:*name* metrics
In your formula do:
Forecast revenue[by:MappingMetric] + Salary[byMappingMetric2] etc etc
It is the most efficient way and the clearest. Only annoying thing is you have to create metrics for it.
+5
Thanks
So I would create a metric with which dimensions? Month? And the value would be type: Dimension, IS_Account?
I would then take my IS_Account dimension in total and do a variety of Sums across, for example:
‘Forecast Revenue Total’ [by: Revenue_Mapping] + ‘Forecast Variable COGS Total’ [by: Variable_COGS_Mapping] etc. for each of the lines?
Definitely a slog to set up, but I guess once the mappings are made I can easily manage them in a table and map new calculated item metrics to them. Hmm.
It would be interesting to have a feature like this, in which the IS_Account and BS_Account dimension lists could be mapped against Metric Names essentially. So the ability to use the Metrics themselves as a dimension list, updated as you create new metrics. I could just have a metric of dimension ‘Metrics Dim List’ and values Dimension, IS_Account and select which IS_Account matches each metric all in one place.
Thanks for the tip!
+11
Without dimension ! this way you can use them easily (though you could make your mapping by year/version if you wanted it flexible but that might be overkill)
“
‘Forecast Revenue Total’ [by: Revenue_Mapping] + ‘Forecast Variable COGS Total’ [by: Variable_COGS_Mapping] etc. for each of the lines?
Definitely a slog to set up, but I guess once the mappings are made I can easily manage them in a table and map new calculated item metrics to them. Hmm.”
You got it.
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