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Financial reports - Coloumn definitions

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Posted on by CU21011505-2

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Hello,

I would appreciate your help with defining the columns (or any other required definitions) to generate a monthly income statement.

Also, when I select a specific period (for example, Jan 2022 to Apr 2022), I would like the report to show only the figures for that period, as well as a YTD total. Is this possible?

I’ve attached screenshots of what I’ve created, but I’m not getting the expected results. Could you please advise where I might be going wrong with the layout or definitions?

Thank you in advance for your help.

Screenshot 2.png

Screenshot 1.png

M-INCOME 6.xlsx

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Dynamics 365 Business Central

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AndrewThomas81 517 on at

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All columns added to the definition will display unless you select "Show - Never"

You are missing any calculations in "Forumula" to tell Business Central which periods each column relates to.

https://learn.microsoft.com/en-gb/dynamics365/business-central/bi-column-definitions

Kind Regards

Andrew Thomas
https://www.usebusinesscentral.com/
https://www.youtube.com/@usebusinesscentral

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