MR Annualized YTD for Base Period

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Posted on by Brenda Willey

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I would like to be able to not have the client have to adjust the column format every time they run this report...

They have to go in and change the base period in column C and the formula in Column D. They are doing this because they want to annualize the actuals based on the period of the report for forecasting.

Is there a way to use the Base period # in a formula?

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Brenda Willey 2,510 on at

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RE: MR Annualized YTD for Base Period

I have never used any other field in a calc column other than the formula field. when i saved it popped and error on the periods field for the calc column. i added BASE to that field and it worked perfectly. Thanks so much.
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MattPaulen 6,910 on at

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RE: MR Annualized YTD for Base Period

You could try C/PERIODS*12

PERIODS will be the number of periods based on the BASE period selected. So 10 for October, 11 for November, etc.
Brenda Willey 2,510 on at

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RE: MR Annualized YTD for Base Period

my screen shot did not show. here is how it is setup....

C Column base period is set to 11 YTD

D Column formula is C/11*12