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How to get Current Monthly Data in Account Schedules

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Posted on by Nathanp

I have created the Accounting Schedule Column Layout according to all the instructions available but still do not get the correct current monthly data to show on an Income Statement. Dynamics365 does not accept the formula "CY" or any formula containing the "C" for Current in the Comparison Period Formula column. The only formula it accepts is "FY" but that seems to return the LAST Fiscal Year data instead of the Current year data. Below is my Column Layout: Can anyone advise on how to get current month-to-month data to show?

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Lynn G. 10 on at

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RE: How to get Current Monthly Data in Account Schedules

I tried using the the -1P and -2P and that didn't work either.

The -1P gave me December of the prior year and -2P gave me November of prior year and so forth.

Its still all prior year not current year.

Does anyone else have an answer to getting current year monthly data into a monthly income statement?
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Community Member Microsoft Employee on at

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RE: How to get Current Monthly Data in Account Schedules

Hello,

There is no need to enter a CY as you have created a 12 month Net Change column layout, for the Fiscal (Accounting) Year. In my case, if I run the Account Schedule it will show me January thru Dec 2021:

Are you looking for the report to be more Current Period, CP -1, CP -2, etc... This one shows the Current Period in the left column and each period in the past. Like a Running 12 month column layout.

Hope this helps.

Thanks,

Steve