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Hi all
How to define the beginning balance in row modifier in management reporter? It seems the Account modifier 'BB' is the beginning balance of the period which is selected?
Thanks!
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Hi Jane.Gu,
Have you tried selecting YTD/BB in the column definition of your report?
This should give you the beginning balance as of 1st January.
You can setup a specific column for that or 'hide' it by selecting the non-printing option.
If you do that, you then need a second column for the January values that is also not printed and a third one where you add up the first and second column.
I personally prefer to work with the column definitions and would not try setting this up in the row definitions.
Yet, this is something you can test and compare.
Best regards,
Ludwig
Hi Ludwig
Actually just a row needs the beginning balance of this year, so how to define it?
You can make use of the row modifier to achieve this
Hi Ludwig,
The result after I tested that the selection 'BB' means the beginning balance of the period which I selected, but not meaning the beginning balance of this year.
This should be able to be fixed by setting up an additional column that has the YTD and not the PERIOD setup.
If you add such a column it will show the beginning balance of the year.
Can you test that?
Dear Ludwig
Thank you for your suggestion, it's so terrific.
And can you support me another question if you have the time? For example, the row 1 need to be displayed each period amounts ,but the row 2 should display each period closing balance, and the result should be put in the same period column. So how to define it?
Thank you!
Hello Jane.Gu,
For your last question, would it be correct to have something like this
row 110: Period January amount
row 120: Period February amount
row 130: Period March amount
...
row 220: Period December amount
row 230: Closing period current period
Or do you want
row 110: YTD Balance
row 120: closing amount of the current period
In the last case, wouldn't row 110 and 120 show the same amount?
Can yo explain a bit more on your last question and possibly provide a simplified example of the structure similar in a way I did that?
Many thanks,
Dear Ludwig,
The report likes below:
ROW Column 1 Column 2 Column 3
110 Period Jan amount Period Feb amount Period Mar amount
111 Period Jan amount Period Feb amount Period Mar amount
112 Ending Jan balance Ending Feb balance Ending Mar balance
113 Ending Jan balance Ending Feb balance Ending Mar balance
What is the exact difference between row 110 and 111?
And row 112 and row 113?
For me, they look the same.
Can you explain a bit?
YES, row 110 is the same with 111, and row 112 and row 113 is same.
Thanks
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