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

Account Schedule Column Header Formulas

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Posted on by 3,530

Hi:

What formula would I use in the Column Layout Setup of an Account Schedule to display "2022" as that column's header, instead of having to hard-code "2022" manually.

And, where would that formula reside in the Column Layout Setup?

Thanks!

John

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    15,613 on at

    I believe you cannot use formula in column header. Hence, you need to define a general term that does not need change such as Current Year or Previous Year

  • Suggested answer
    YUN ZHU Profile Picture
    102,590 Super User 2026 Season 1 on at

    Hi, It is not recommended to add years there, because you can filter different years in your filter conditions, so you only need to add months, such as jan, feb, mar...

    Using Period Formulas:

    https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-work-account-schedule#comparing-accounting-periods-using-period-formulas

    https://dynamicsnavfinancials.com/account-schedule-formulas/

    https://www.youtube.com/watch?v=FvF4AGt9K84

    Hope this will help.

    Thanks.

    ZHU

  • john.ellis Profile Picture
    3,530 on at

    Hi:

    We're working on a projected pro forma statement.  The five column headers and elements of time are 2022, 2023, 2024, 2025, and 2026, respectively.

    Does that make a difference?

    Thanks!

    John

  • Suggested answer
    MahGah Profile Picture
    15,613 on at

    Hi

    What you want to do make sense. But it is no standard way to do that dynamically. For sure you can have that then go back and change to 2023, 2024, etc

    The other way is that you have it  Current year, 1 year, 2 year, etc. This way no change in header required.

  • john.ellis Profile Picture
    3,530 on at

    In Column Layout Setup, if you simply enter "CURRENT YEAR", etc. as the column description, does it display the year when the report is printed or does it display "CURRENT YEAR"?

  • Suggested answer
    MahGah Profile Picture
    15,613 on at

    It will be "Current Year" it will not print the year or anything else. Header does not support any formula. 

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