Exclude beginning balance from YTD columns

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Posted on by SL_GP_BC_123

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Is it possible to exclude the beginning balance from a year to date column. We are trying to create a YTD trial balance with a beginning balance (YTD\BB), debit (YTD), credit(YTD), and ending balance(YTD) column. The report works, but we noticed that the beginning balances are included in the (debit and credit) activity columns. Without doing a series of calculated columns, is there an easy way to exclude the YTD component in the two activity columns? Please advise. Look forward to a response.

This is MR CU16

Just a quick update, we resolved the issue by creating non printing YTD/BB and YTD columns for both the debit and credit. Then did a calculated column to subtract out the YTD/BB from the YTD column..

JG.

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Greg Byer 2,586 on at

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Hi JG,

Unfortunately, there is a not a way to exclude the beginning balance from a YTD column. YTD columns will include the beginning balance. You can do like you did and create a calculation and subtract out the beginning balance. Or, you could add a Periodic column and then set the Period to 1:BASE. That would pull in amounts from Period 1 to the base period (the period in the report), and would not include the BBF.

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Community member 6 on at

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Just wanted to say thank you for having the same question I had and updating your post to include your solution. Truly a GOAT of the Dynamics forums.

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