Maintaining Subtotals when linking in category blocks

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1 year ago
#1
Tarjei Kirkesaether A+ 58
TK
Maintaining Subtotals when linking in category blocks

Is there a way/workaround of maintaining the subtotals from the original category block when linking it in to a new module?

1 year ago
Michael Hutchens A+ 189

Hi Tarjei,

As I'm sure you're aware the system doesn't currently preserve subtotals when inserting modules, but this wouldn't be hard to change or make an option in a future upgrade.

The reasoning behind removing the subtotals during module insertion is that in many cases the number of categories within categories groups is automatically scaled during module linking during module insertion, and we found that it created some strange and confusing outcomes when this wasn't the case. So we actually added code to remove the subtotals...

You could use the Modano API to insert the module then add subtotals to the category blocks following insertion, but it really comes down to your use case.

Are you able to tell us more about your use case?

Thanks, M.

1 year ago
Tarjei Kirkesaether A+ 58
TK

Hi Michael,

The current use case is a consolidated model with multiple mirrored entities feeding into a summary module. It is more a data consolidation model than a financial model. The account structure is basically three category blocks; Revenue, Labour and Non-Labour. I've used subtotals within these three category blocks to simplify collation of historical and budget data into a neat P&L form and if these category blocks maintained the subtotal structure when linking into the underlying entities I could have a nice summary by entity but I'm happy to come up with a workaround as it is no big issue.

Cheers

T