Linking Continuous and Discrete balances from Working Papers
There are two ways of denoting monthly balances in CaseView linkage functions, Continuous and Discrete. Continuous refers to the summation of all periods (up to and including the current active period) while Discrete only deals with the current active period.
If you are working on a monthly file and you're currently in period four, the current year continuous balance will include all amounts and transactions from periods one, two, three and four. The discrete balance will show only period four activity.
EXAMPLE
map("BC:YR0:M4","111") returns a year to date balance up to the end of the fourth month for map number 111 map("BC:YR0:M4:DISC","111") returns the total of all transactions and adjustments in the fourth month for map number 111
Note
- Formulas for balances have changed and been made more powerful as of version 2001. Value formulas used in previous versions of CaseView are supported in the current version in order to allow existing formulas to continue to work. We recommend that formulas be updated to the new values in the current CaseView version.
Please refer to the help topic Values for a full list of values that can now be linked in from Working Papers and to Legacy CaseView Value Types for more information on the old value formulas. - Functions that may be used to link data from Working Papers into CaseView documents can be found in the help topic CaseWare Linkage Functions.
| Value | |
| Type of balance | |
| DISC | Balance for the stated period only (does not include prior periods). The default value is continuous. |
