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Setting up Column Definition to compare accounting period with last year accounting period.

Posted on by 130

Hello, I am trying to set up column definitions in Finacial reporting, which shows compassion of this year's accounting period to last year's same accounting period. FYI uses client uses 12M accounting periods. 

Example of what I'm trying to achieve: 

Column 1 has data for Accounting Period/Month for current year.

Column 2 has data for Accounting Period/Month for previous year.

                             

Column 1 Column 
Year 2023 2022
Accounting Period/Month March March

 

 Has anyone done something similar before? Or has any suggestions on how to make this definition? 

  • Harsh Patel Profile Picture
    Harsh Patel 130 on at
    RE: Setting up Column Definition to compare accounting period with last year accounting period.

    Thank you for the response it was very helpful.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Setting up Column Definition to compare accounting period with last year accounting period.

    The formula you should use is -1FY That will give you the period for the last fiscal year.

    learn.microsoft.com/.../bi-how-work-account-schedule

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