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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management Reporter - ...
Microsoft Dynamics GP (Archived)

Management Reporter - Column Definitions question (calc. variance %s for revenue and expenses differently)

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Posted on by Community Member

Hello

I'm trying to create a P&L that incl. a calculation on variance by $, and variance by %. How do I create a report that will calculate variance by $ differently, between the rows, when I am trying to edit my column definitions?

For example, revenue may be $100 vs $50 in PY, meaning it is a $50 variance, and +100%. 
But expenses will also calculate the same way e.g. $40 vs $60, meaning a -$20 variance, and -33%. I'd rather it show a -$20 variance, and +33% variance (or a $20 variance, and +33% variance) because that's how my supervisor would like to see it.

 

Thanks

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  • Suggested answer
    JamesLyn Profile Picture
    JamesLyn 360 on at

    The way we handle variances calculating differently for a range of accounts is to create a NP column with a filter for the specifc range of accounts. Set your original column to NP and then add a third column to add the first and the second column twice:

    eg.

    First column (non-printing)

    33%

    Second column (filted on expense accounts only, non-printing)

    -33%

    Third Column (print)

    33%+ (-33%) + (-33%) = -33%

  • Community Member Profile Picture
    Community Member on at

    Silly question, but how do I filter on expense accounts only?

    Thanks

  • JamesLyn Profile Picture
    JamesLyn 360 on at

    Some companies will have their chart of accounts setup to make it easier, i.e. all 1000s are assets, 2000s liabilities, 3000s revenues, 4000s expenses etc. Using that, the filter would be something like 4??? where ? is the FRX wildcard for any character. Hopefully you have some kind of range dedicated to expenses that you can isolate.

    The other option, assuming you them setup, is you could try to filter on Account Categories. I know you can do it in Row formats but I'm not 100% sure if you can do it in Column Formats:

    community.dynamics.com/.../frx-with-unit-accounts-and-account-categories

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