Summary report by years for monthly timeseries

Annual OutputsMultiple Periodicities
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Summary report by years for monthly timeseries

Is it possible to have a dynamically adjsuted summary report by years for a monthly model?

I guess it's doable if to set up a strucutre with a required numbers at the year end and group and hide other months columns in all years but are there any other ways?

Or simple VBA code to adjust it would be a best solution?

Michael Hutchens A+ 162

Hi Yury,

I'm not sure what you mean by 'dynamically adjusted summary report', but you can easily insert annual modules into monthly financial models. Here's me inserting the Annual Income Statement into the attached model:

I've attached the file so you can see how we've done it. Note the grouped and collapsed rows containing the data which is used in OFFSET functions within the link in formulas to ensure that the correct data is summed (IS and CFS) or captured in the period end month (BS). This is the trick to it.
Is this what you're after?
Michael Hutchens A+ 162

Great! The modular/Modano nuance here is in the fact that the link in formulas themselves can't contain SUMIF functions which reference precedent module time series period titles, so the offset calculation rows are a workaround for this.

A lot of people assume this is a software limitation, but it's a product of the fact that module links need to necessarily be generic in their behaviour, and there's therefore no guarantee that a specific link out of a precedent module will always be on a specific time series sheet, etc. So there's method behind the madness!