MR Actual and Budget - Quarter Report

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Posted on by Santosh

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I am trying to generate report as per following format. The Budget data I have in excel and actuals in AX.

Period	Period	Period	Quarter	Quarter	Quarter	YTD	YTD	YTD
Actual	Budget	Variance	Actual	Budget	Variance	Actual	Budget	Variance
1	2	3	4	5	6	7	8	9

I am able to generate Period column but the issue is with Quarter and YTD let me explain.

So when I ran the report for P1, Quarter (Col 4) should display (P1 actual + P2 Forecast + P3 Forecast ) and If I am running for P2 Quarter (Col 4) should display (P1 actual + P2 Actual + P3 Forecast)

Budget Quarter (Col 5) is reading from excel and it is not dynamic as column 4. Say for example for P1 it is P1+P2+P3 and for P2 also P1+P2+P3.

Since column 4 is not fixed I am unable to generate variance column (col 6).

Can anybody know or idea how we can achieve this in Management Reporter 2012.

Regards,

Santosh

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Trenton on at

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RE: MR Actual and Budget - Quarter Report

The best option may be to split the results into a couple of reports. We see this at times where too much data is brought into a report causing it to take a long time to generate and possible not give expected results.