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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Account Schedule, last...
Microsoft Dynamics NAV (Archived)

Account Schedule, last years month to date.

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Posted on by themanjosh 85

Hello,

I am looking for a way in the account schedule to compare the current month to date, to the same period in the previous fiscal years' month to date. For example, today is the 22nd of June. Is it possible to compare the net change in an account from June 1st to June 22 2017 to June 1st to June 22 2016?

Right now I am using in comparison Period Formula FY[CP] and -FY[CP] on June 22, and since this year only has entries to June 22nd it works, but last year calculated for the entire period, June 01 to June 30 so the comparison isn't what I need.

Any ideas? 

Thank you

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  • themanjosh Profile Picture
    themanjosh 85 on at
    RE: Account Schedule, last years month to date.

    Awesome, thank you that did it.I was stuck trying to use the comparison period formula

  • Verified answer
    tpupko Profile Picture
    tpupko 2,048 on at
    RE: Account Schedule, last years month to date.

    Hi,

    You need to create two columns

    Column1. Column type - Net change

    Column 2. Column type - Net change and Comparison Date formula = -1Y

    When you run report you need to assing period 01 June 17..22 June 17

    If first colunm you will see result for current year in second column you will see result for previou year.

    If you need column with difference, please create column:

    3. Column type - Formula, Formula = Column1- Column 2

    Tatiana

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