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I am trying to create a quarterly consolidated balance sheet but instead of the standard Jan-Mar, Apr- Jun, Jul-Sep, and Oct-Dec I need to create sep2014-nov2014, Dec2014-feb2015, Mar2015-May2015 and Jun2015-Aug2015. Could someone please let me know what the column definition looks like? I tried changing the period to 9:11 12:2 3:5 and 6:9 but its not working.
Thanks.
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Hello,
I agree with Ian for using the report design you described. Using "12:2" would not result in a valid range of periods for a fiscal year. If you are on a newer version of MR 2012, you would get a warning that says:
"Starting period 12 for fiscal year 2015 and ending period 2 for fiscal year 2015 do not form a valid date range."
To prevent this, you would need two separate FD columns to return the data, plus one CALC column to add them together. Set the first FD column for period 12 and Fiscal Year 2014, and the second FD column to periods 1:2 of Fiscal Year 2015. The CALC column would then add together the two FD columns, and the FD columns could be set to non-printing using the NP print control.
Also, make sure that the "Include amounts in future periods" is selected in the report definition. This is found on the Settings tab | "Other..." button | Additional Options tab.
Lastly, I think that the last column in your example should be 6:8 instead of 6:9 otherwise you will get period 9 included twice (once for 2014 and once for 2015).
Thanks!
If you're crossing Fiscal Years then you would need to also change the Year (the period which splits on the boundary may need to be two columns one for each year; hidden and a calc column of the totals shown).
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