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Business Reporter - balance Current Month, Last Month/Year

  • December 1, 2022
  • 2 replies
  • 328 views

VsoMdsaiI
Do Gooder (Partner)
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Dear All,

Can anyone tell me how to Set/show GL Account balance in three column cuurent month Balance, Last month Balance, Last year Balance in business reporter? 

2 replies

12Guide_PaulB
Hero (Partner)
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  • Hero (Partner)
  • 42 replies
  • December 1, 2022

Hi,

You can do this by creating a design row where you repeat on account and create three design columns, one for each period. Don't set filter on accounting period in the report header or on sheet but apply filters on each column. Create 2 parameters to select year and period (or one for yearperiod). Then you add function parameters to calculate previous accounting period and last year period. You can use advanced function GET_YEAR_PERIOD_INCR to calculate previous period. You need to add some parameters to calculate year period and convert to string value before you can this function. In a similar way, you can build up a string value for last period from previous year.  Use these parameters to filter accouting periods in relevant columns.

 


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  • Do Gooder (Partner)
  • 5 replies
  • October 12, 2023

what do we do with this parameter after it is built?