Budget Projection Cube - Summary and Detail Amount available Years
Description of Issue
Need to report beyond year 1 of budget projection in cubes using summary or detail budget amounts.
Context
- Cubes
- Define/Start Budget Projection
- Excel
Cause
Different functionality depending on Munis version installed at site:
- 2018.1 and lower only has Year 1 summary and detail groups all years into one summed amount. This can cause summary to not match detail by design.
- 2019.1 and higher only has Year 1 summary but now detail has a "Year" option to break out detail budget amounts as needed.
Resolution
Create two budget projections and use two cubes to pull each individually and consolidate them together in Excel
MUN-407778 is open as an Enhancement with Development.
Additional Information
Please review the Master Article - Cubes Reporting with Excel for all Cubes related topics.