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Management Reporter - display zeros for future periods

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Posted on by 325

I want a report that has a column for each period, followed by a YTD column at the end.  If I run it for Period 5, I want periods 6-12 to display as zero, even if they actually have balances in the GL.  Is there any way to use an if/then/else formula to say if the period for the column is greater than the period for the report, make the values all zeros?

Thanks in advance.

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  • Suggested answer
    Sherry Whitten Profile Picture
    Sherry Whitten 325 on at
    RE: Management Reporter - display zeros for future periods

    Greg,

    This is the perfect solution.  Thank you so much!!!!

  • Verified answer
    Greg Byer Profile Picture
    Greg Byer 2,586 on at
    RE: Management Reporter - display zeros for future periods

    You could do this by using the conditional print controls and CALC columns.  You'd need to have 12 FD columns, each hard coded to the period.  Then add 12 CALC columns.  They won't have a formula.  In the CALC columns, you'll add BASE to the Fiscal Year and then hard code the Period.  

    The FD columns will have a print control of P<=B.

    The CALC columns will have a print control of P>B.

    7838.Column.JPG

    Since the CALC columns have no formula, they will be zero.  By adding the Fiscal Year and Period to the CALC columns, we can control if they print or not by using the P>B.  If they are after the base period in the report, they'll print a zero.

    In the Report Definition, click the Settings tab and uncheck Display blanks for zero amounts and check Display rows with no amounts.  

    If I generate this report for P1, the FD column prints with amounts.  The CALC columns for periods 2 and 3 print with zeros.

    1018.report.JPG

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