When creating a rolling period report for Current and Prior year, I do not want activity pulled into the report for any period other than the Base Period or Less for both the current and prior years.
I am using P<=B Print Control for the FD Periodic Columns. It works for Current Year but not for Prior Year.
If I select 2 for Base Period it will only print Period 1 and 2 for Current, but it prints all of the Prior years periods.
Does anyone have a work around or solution for this?
Thanks...
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Hi Below-20,
Could you please provide a screen shot of the column definition you used in MR in order to get this to work? Thanks in advance!
I did get a workaround from Microsoft.
From MS…
I wanted to let you know that is issue has been written up as bug: 3828242.
I do apologize, but I am unable to provide an ETA as to when/if the bug will be resolved.
1. There was a work-around that was found by using the following Column configuration.
A.
Columns B-D are regular FD columns
E is the total of B, C and D
F-H are FD columns set to be non-printing
Column I calculates the "BASE" period based on the period selected in the report definition
Columns J-L use an IF/THEN statement to calculate the period compared to the BASE period using only the period number, not the fiscal year+period number. If true, the column will display the value from the related FD column. (IF Periods <= Then F)
When generating the report for period 2, you can see that on the output it only prints periods 1 and 2 for 2012 as well as periods 1 and 2 for 2011 as the IF/THEN calculation is truly only looking at the period number.
Hi SharB,
I understand that you ended up opening a ticket with Microsoft for this problem. Were you provided with a viable solution to this problem or possibly a work around instead?
Thanks,
Chris
I created an incident with Microsoft on this and they are currently reviewing it as a potential bug. I have not heard back yet, but I will post the outcome.
I was just wondering if you found a solution to this. I have run across the same problem, and can not seem to figure out how to get it to work.
Hi SharB,
You are right with the if-then-else stuff it might be difficult.
Yet, I am wondering how you setup your base periods in your column definition.
Can you test whether entering Base-1 (for the previous year) in the fiscal year section of the column definition helps overcoming this issue?
Also test at the report level what happens if you enter something like S-12 in the default period field.
If none of that works out for you then I would say that the report design you want to achieve can't be achieved and would suggest that you post a note on MS connect so that MS can fix it for future releases.
Many thanks and best regards,
Ludwig
Thank you Ludwig for that suggestion.
I need the formula to be based on the Base Period when running the report and I am not sure how to do that. Could you give an example of what you are thinking would work?
Thanks, Shar
Hi SharB,
Have you tried getting the columns excluded with a if-then-else formula?
Maybe that might work in your case?!
Best regards,
Ludwig
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