In the following example, if you change the February year-to-date
value for Entertainment from 2,000 to 2,500, both the February and March
periodic values are modified in the database and updated in the periodic view
after the view refreshes. This is because the formula that determines the March
periodic value from the year-to-date amount takes the new February periodic
value into account. You will see the same results whether March is locked for
writeback in the view or not (as long as it is inside the focus range).
|
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Periodic
|
Year-to-date
|
|
|
Jan 2009
|
Feb 2009
|
Mar 2009
|
Jan 2009
|
Feb 2009
|
Mar 2009
|
| Balance Sheet
|
|
|
|
|
|
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| Cash
|
130,000
|
140,000
|
150,000
|
130,000
|
140,000
|
150,000
|
| Expenses
|
|
|
|
|
|
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| Entertainment
|
1,000
|
1,000
|
1,000
|
1,000
|
2,000
|
3,000
|
After changing the value for February 2009.
|
|
Periodic
|
Year-to-date
|
|
|
Jan 2009
|
Feb 2009
|
Mar 2009
|
Jan 2009
|
Feb 2009
|
Mar 2009
|
| Balance Sheet
|
|
|
|
|
|
|
| Cash
|
130,000
|
140,000
|
150,000
|
130,000
|
140,000
|
150,000
|
| Expenses
|
|
|
|
|
|
|
| Entertainment
|
1,000
|
1,500
|
500
|
1,000
|
2,500
|
3,000
|
Since the March year-to-date value remains the same, the change in the
February periodic value directly affects the March periodic value, as follows:
If March data is locked because it is outside the focus range, the
March periodic value cannot be re-calculated when the year-to-date February
value changes. In this case, the March year-to-date value is calculated
instead.
| Status
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Calculation of March YTD Value
|
| Before February change
|
1,000 (locked periodic value) = 3,000 (YTD value) - 2,000
(sum of January [1,000] and February [1,000] periodic values)
|
| After February change
|
1,000 (locked periodic value) = 3,500 (YTD value) - 2,500
(sum of January [1,000] and February [1,500] periodic values)
|