Financial Reporting: YTD from the first month of the Fiscal Year through the Current Month

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Posted on by JE-20081519-0

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Hi:

In Financial Reporting, once termed "Account Schedules", what formula do you use in the YTD column of the Column Definition to display year-to-date data from the first month of the fiscal year through the current month inclusive when the fiscal year is not a calendar year?

We tried this formula, but it does not resolve the issue: FY[1..P] (or FY[1..CP].

Thanks!

John

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Dynamics 365 Business Central

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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Hi, Please make sure that Accounting Periods are set correctly. If not, formulas such as FY will not take effect.

PS: https://learn.microsoft.com/en-us/dynamics365/business-central/bi-column-definitions?wt.mc_id=DX-MVP-5004336

Hope this helps.

Thanks.

ZHU

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