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12 Month Rolling Income Statement in Account Schedules

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Posted on by Lonnie

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Good Morning,

I have a client that is migrating from Dynamics GP to Business Central. They have been using management reporter for their financial reporting in GP and currently have monthly financial reports that include 12 months of budgets and 12 months of actuals and using print controls it shows a rolling 12 month statement so that if they print the report for the end of April it would show actuals for January to April and budget from May to December.

I have not been able to figure out how to make this work in Account Schedules or whether or not it is even an option. Can someone tell me if this is something they have done before or if this is something that account schedules can even do.

Thank you

Lonnie

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tww 90 on at

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We had to write 12 different account schedules to accomplish this. Actual's for January, Budget Feb - Dec....Actual's for Jan & Feb, Budget March - December. If you use the config package to export the column layouts, you can quickly add the 11 additional report column layouts and import them.

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John Ray Patajo 837 on at

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Yes it can. Just use Comparison PEriod Formula under Column Lay-out set-up.

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Microsoft Dynamics ... 193 on at

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Can you give an example of the formula to use on the Comparison Date Field to say... if Period is less than or equal to the period of the report then show Actual if it is greater than the period of the report then show Budget?

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Airbird22 2 on at

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This is definitely possible. So you would create a column for each month for budget and another for actuals. Then you can create another column to add the months that needs to be bundled together (May-Dec). This column can then be made visible while hiding the individual budget months you don't want to see.

Use https://docs.microsoft.com/en-ca/dynamics365/business-central/bi-how-work-account-schedule as a guide to see what formulas you need (see https://docs.microsoft.com/en-ca/dynamics365/business-central/bi-how-work-account-schedule#comparing-accounting-periods-using-period-formulas)

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Community Member on at

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Lonnie,

Try this Column Layout. When you enter your dates this will be rolling and span year to year.

Thanks,

Steve

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