Question:
I have a Line in a Custom Table that is calculated using a driver. When I am viewing the Custom Table in Plans, I can see the calculated values in Actuals. However, when I go to reporting and place the Custom Line in a Report displaying Actuals, it is blank. How do I fix this?
Report:
Custom Table:
Answer:
This behavior typically occurs when a Plan Driver or an Assumption is used in an Actuals period.
If you are using a Plan Driver in an Actuals period, delete the Plan Driver and replace it with a Global Driver:
Remember to adjust the Cutover Date to the Min Date. This will allow you to see both Actuals & Plans for the calculated Custom Line in reports. Global Drivers are preceded with [GL] when viewing them in Plans.
If you are referencing an Assumption in your Global Driver in an Actuals period, replace the reference to the Assumption with a Constant value.
Understanding Global Drivers vs. Plan Drivers: