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MR Column Definition YTD based on periods in budget?

Posted on by 170

Hi everyone

is it possible in management reported to have a column for actual YTD based on periods in budget?

what I mean if I have a budget that contains data for period 4 and period 5 I want the actual YTD only pickup period 4 and Period 5 but I want that to be automated based on periods in budget file rather than change it manually as we have 100 budgets with different start dates

Kind regards

  • Greg Byer Profile Picture
    Greg Byer 2,586 on at
    RE: MR Column Definition YTD based on periods in budget?

    If you wanted a budget column to only pick up data for periods 4 to 5, you could hard code that range into the Period cell of the column.  But it won't be automated.  You'd need to update this.  You could do something like BASE : BASE-1.  That would pull in data for the base period to one period back.  So if the base period in the report was set to 9, you'd get data for periods 9 and 8.  You could also do something like 4 : BASE.  If the base period in the report was 9, you'd get data for periods 4 through 9.  

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