web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

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

Account Schedule, last years month to date.

(1) ShareShare
ReportReport
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

*This post is locked for comments

I have the same question (0)
  • Verified answer
    tpupko Profile Picture
    tpupko 2,048 on at

    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

  • themanjosh Profile Picture
    themanjosh 85 on at

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans