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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / MR columns - condition...
Microsoft Dynamics GP (Archived)

MR columns - conditional suppression

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Posted on by Ian Richardson 4,150

I want to have a column on the income statement quarter to date.  I have tried to get CEO to agree to rolling QTD to no avail.

rolling qtd is easy base-2:base

QTD is harder

All I can come up with is having four columns that name the quarters

1:3 4:6 7:9 and 10:12 and then use conditional suppression.

but which to choose?

P>B works for 1:3 when the base is 4

but then it does not work for 7:9 and 10:12

ideally I need a conditional suppression that is between

is there a way to do this with the four columns, or a totally different way to do this?

in February QTD = 1 + 2.

in October QTD = 9 + 10.

*This post is locked for comments

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at
    RE: MR columns - conditional suppression

    Hi Mike

    The suggestion from Jerry is so very close to what my CFO wants.  It however prints previous Q's as well as the current one.

    The theory totally falls down when they want budget information on there, so I have had to make twelve separate column formats.

    I have not had time to go to the MR suggestion site yet and add this one.  I'll vote for yours if you post it.

    Ian

  • Michael Weaver Profile Picture
    Michael Weaver 50 on at
    RE: MR columns - conditional suppression

    Hi Ian,

    Just confirming what you are experiencing. I am having the exact same issue and we are running MR 2012  RU5. I see no way to have 1 column layout generate a dynamic QTD column and will probably resort to 12 month specific column layouts as you suggest above. Have you made/voted for a product suggestion yet on Microsoft Connect?

    Thanks,

    Mike

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at
    RE: MR columns - conditional suppression

    unless there are more amazing ideas on how to surpress on one column format that is.

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at
    RE: MR columns - conditional suppression

    hi Jerry

    Oh how I tried to sell a rolling Quarter.  Base -2.  The higher ups simply refuse that notion.

    In month 2 of quarter 2 they want to see month 1 + month 2 of quarter 2.  in month 1 of quarter 1 they want just month 1.  They want only one column labeled quarter.  One for this year, one for last year, and one for difference.

    I've made 12 column formats for now naming each month specifically.  Once the report generators tire of that I will try your suggestion that will print Q1, Q2, Q3 and Q4 (if we are in Q4) and only print the total for the current month.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MR columns - conditional suppression

    Sorry Ian. What about creating just a rolling 3 month report?

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at
    RE: MR columns - conditional suppression

    Hi Jerry

    thanks so much this is so close I can smell it.

    Ideally I need to surpress Q1 once we get into Q2, 1 and 2 in 3 etc.

    That is really the column I am struggling with.  I need it to be a base is between as you used to be able to do in Frx.

    I may be able to sell the CFO on showing all four quarters, but he is very keen on one sheet of paper, which add the other quarters will impede once I add in last year and net change columns.

    any thoughts on surpressing the quarter once you move out of it?

    thanks so much!

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at
    RE: MR columns - conditional suppression

    Hi Jerry

    thanks so much this is so close I can smell it.

    Ideally I need to surpress Q1 once we get into Q2, 1 and 2 in 3 etc.

    That is really the column I am struggling with.  I need it to be a base is between as you used to be able to do in Frx.

    I may be able to sell the CFO on showing all four quarters, but he is very keen on one sheet of paper, which add the other quarters will impede once I add in last year and net change columns.

    any thoughts on surpressing the quarter once you move out of it?

    thanks so much!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MR columns - conditional suppression

    Sorry, 1 Correction. The Total Calc shold be E+I

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MR columns - conditional suppression

    Hi, please try this.

    For each month, use Print Control NP,P<=B. Total each quarter, using the X0 print control.

    Expand for Q3 and Q4.

    A B C D E F G H I J
    Header 1 2 3 Q1 4 5 6 Q2 Total

    Column Type

    		 DESC FD FD FD Calc FD FD FD Calc Calc
    Book Actual Actual Actual Actual Actual Actual

    Fiscal Year

    		 Base Base Base Base Base Base
    Period 1 2 3 4 5 6
    Periods Covered Periodic Periodic Periodic Periodic Periodic Periodic
    Formula B+C+D F+G+H E+F
    Print Control NP,P<=B NP,P<=B NP,P<=B X0 NP,P<=B NP,P<=B NP,P<=B X0

    Regards,

     

     

     

     

     

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at
    RE: MR columns - conditional suppression

    Hi Jake

    The effective dates scenario will require someone to edit the column format everytime a month changes.  Not really an option.

    The P<B option works if we are willing to display Q1 in Q2, 1 and 2 in 3 etc.  Which we are not.  You are also correct in it would mean only getting the report every three months.  This for those two reasons is not an option.

    We want one column that knows which quarter you are in and knows which month in the quarter you are in.

    Frx could do this.  I'm stunned that MR is struggling with what would appear to be a simple request.

    thanks for any further advice / assistance (to Jake and any others.)

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