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Small and medium business | Business Central, N...
Suggested Answer

"Row Linking" in Account Schedules?

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Posted on by 3,518

Hi:

I need for an Account Schedule in Business Central to pull data in a row for the current year from an account in the chart of accounts but, for next year and succeeding years, pull data for that same row based on a formula.

(Each "year" is, of course, represented through columns in the Account Schedule's Column Layout.)

Do Account Schedules have flexibility to base a row on an account in one fiscal year but have that same row pull data based on a formula for succeeding years?

Or, is this sort of report writing going to have to be done in either Power BI or Jet Reports?

Thanks!

John

I have the same question (0)
  • Suggested answer
    Dallefeld Profile Picture
    225 User Group Leader on at

    Yes, it's part of the column definition. Using Date Comparison formulas

  • Suggested answer
    MahGah Profile Picture
    15,583 on at

    Add to Kim's feedback below is an example that goes back 12 months from current date. you can go forward 1Y for example

    pastedimage1648648762220v1.png

  • john.ellis Profile Picture
    3,518 on at

    Thanks, Kim!

    How would the column "tie" to a row containing an account and a row containing a formula?

    John

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