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Management Reporter Columns Rolling Forecast

Microsoft Dynamics AX Forum

Marianna asked a question on 14 Jun 2019 8:33 AM

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Hello, 

we would like to setup a report using MR to show the Cashflow forecast on a rolling basis - from now to the next 12 months. This independently from the fiscal year. Is there a way to setup the columns so that they do not need to be changed every month?

Example: I am now in month 6 of fiscal year 2019 - and would like to have a column for each of the following 12 months. Fiscal year will end in December. I imagine that starting from January the setting with Fiscal Year "base" will not give me Jan 2020 values as desired.

Thank you!

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magic1949 responded on 14 Jun 2019 1:27 PM
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Do yourself a favour and invest in Jan Harrigan;s booklets - www.frxbuzz.com/got-management-reporter

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Hello Marianna,

You can find some examples how such rolling reports can be created in the default column definitions that ship with the MR. 

I added you some screenprints for your reference

With such a setup you don't have to change the column definition configuration every year. 

The only thing required is running the report for the current period; the rest is calculated by MR. 

Best regards, 

Ludwig

P.S. Some additional information on report creation can be found for example on youtube. Have a look at the videos available there. 

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magic1949 responded on 14 Jun 2019 1:27 PM
My Badges
Suggested Answer

Do yourself a favour and invest in Jan Harrigan;s booklets - www.frxbuzz.com/got-management-reporter

Reply
Suggested Answer

Hello Marianna,

You can find some examples how such rolling reports can be created in the default column definitions that ship with the MR. 

I added you some screenprints for your reference

With such a setup you don't have to change the column definition configuration every year. 

The only thing required is running the report for the current period; the rest is calculated by MR. 

Best regards, 

Ludwig

P.S. Some additional information on report creation can be found for example on youtube. Have a look at the videos available there. 

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