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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Management Reporter Fo...
Microsoft Dynamics AX (Archived)

Management Reporter Formula

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Posted on by Dexin 452

Hi Guy

Refer to the example below

0172.Untitled.png

I wanna to setup a calculation for opening sales in Q1, Q2, Q3 and Q4.

How do i setup the formula in management report?

Am i suppose to set in row definition or column definition?

I been trying all the way but no cure.

Hope someone can assistr

Thank you

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: D365 - Management Reporter Formula

    Hi,

    If you want to add up the rows for each of your column you can make use of the TOT function and refer to the different rows.

    Example:

    Your opening balance is recorded in line 100

    The transactions on account 400000 in line 200

    Then you enter a new line 300 and use TOT 100:200

    If you want to add up the columns, for example to calculate the total of the Q1, Q2, Q3 and Q4 columns, you create a new column and define it as a CAL column. In the forumula field you can enter C+D+E+F assuming that your columns that hold the Q1 to Q4 amounts are columns C to F.

    Best regards,

    Ludwig

  • Dexin Profile Picture
    Dexin 452 on at
    RE: D365 - Management Reporter Formula

    Hi Ludwig

    How do i make up the formula below:

    1. Q2 opening = Q1 Total (Q1 opening + Sales)

    2. Q3 opening = Q2 Total (Q2 opening + Sales)

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: D365 - Management Reporter Formula

    Hello Dexin,

    This calclation is not that easy but there is a very good example available.

    If you open the default MR report 'cash flow' and check how the columns are setup then you will see that this kind of calculation requires some additional non-printing calculation columns.

    Can you investigate this default report and try applying it to your scenario.

    Should not be too difficult but might require some testing.

    Best regards,

    Ludwig

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Management Reporter Formula

    Hello Dexin,

    Just wondering whether you got that issue resolved?

    Best regards,

    Ludwig

  • Suggested answer
    Dexin Profile Picture
    Dexin 452 on at
    RE: Management Reporter Formula

    Hi Ludwig

    Yes, I managed to get the issue resolved.

    I set a NP (Non-printable) row to do the calculation.

    Thank you so much

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