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

Management Reporter syntax in column layout

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Posted on by Dave Bosserman 980

I am trying to create an MR report with three columns:

-Actual YTD

-Budget for remainder of year

-Total (calc)

The Actual column is not a problem - it is a YTD column.

The "remaining budget" is a problem - I am using the syntax BASE+1:12 for the period, and Periodic as the type.  When I try to save, the message is "The period entry is not valid.  Replace # with a period"  Obviously, there is not a # in the field.

How do you set a column to sum up all the future periods of the year, without having to manually reset the column every month?  I know it will work to set (for example) 8:12, but then next month it needs to change to 9:12, and so on.  It seems it should be possible to do this dynamically.

Thanks for any suggestions,

*This post is locked for comments

  • Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Management Reporter syntax in column layout

    Excellent News! Glad I could help, and thanks for sharing the results.

  • spena Profile Picture
    spena 1,495 on at
    RE: Management Reporter syntax in column layout

    Hi Harry,

    I was able to make this work by putting the following statement in each month's CALC field:  IF (PERIODS>=x) THEN (C+D) ELSE (0), where x is the month.  I typed BASE in the Period for each column as well.  

    Thanks!

    Steve

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Management Reporter syntax in column layout

    The term Periods in an IF statement means the number of periods for the report.  Perhaps you can use this to accomplish what you're looking for.  I have not done this particular kind of restriction before, so I would be interested in if you can make this work.

  • spena Profile Picture
    spena 1,495 on at
    RE: Management Reporter syntax in column layout

    Hi Harry,

    Yes, I have the X0 print control to suppress zero balances.  In your previous post, you mentioned there was a way to us IF/THEN/ELSE to produce zero values based on report date.  I don't know how to pull in a report date into the IF/THEN/ELSE statement.

    Is it some sort of variable, such as "BASE" or "@StartDate" to use in the equation?

    Thanks Again!

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Management Reporter syntax in column layout

    You are likely familiar with the NP print control, which suppresses a column, usually when it's being used in an equation. There is an X0 print control, which suppresses columns that have zero balances.  Have you tried that?

  • spena Profile Picture
    spena 1,495 on at
    RE: Management Reporter syntax in column layout

    Hi Babu,

    Thanks for the suggestion, but pulling in previous columns still returns ending values, from the last month with GL data.

    Thanks,

    Steve

  • Suggested answer
    spena Profile Picture
    spena 1,495 on at
    RE: Management Reporter syntax in column layout

    Thanks Harry!  Do you know how I would call the Report Date into the If/Then?  

    Based on your suggestion, I was able to evaluate the column and return a zero value, and suppress the column with this: IF (D>0) THEN (C+D) ELSE (0)

    However, it would be ideal if I could evaluate the Report Date instead of the column balance (as of course I've found a future dated transaction.  

    Thanks Again!

  • Suggested answer
    babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 6 on at
    RE: Management Reporter syntax in column layout

    Hi Steve,

    Have you tried the formula as follows.

    Column F = CALC = B + C + E and keep on adding actual column itself.

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Management Reporter syntax in column layout

    I would suggest using an IF/THEN/ELSE to produce zero values based on report date. Then use the column restriction to suppress columns with zero balances.

    msdn.microsoft.com/.../dn464327.aspx

  • spena Profile Picture
    spena 1,495 on at
    RE: Management Reporter syntax in column layout

    Hi There,

    I came across your post and was wondering if you could help me out with something similar.  I need to create a Trial Balance for the year.  Each month needs to show the ending balance.

    My column layout is similar to the following:

    Column  B = YTD/BB (beginning balance)

    Column C = Periodic, hard code 1 for January.  I have an NP Print Control

    Column D = CALC = B+C - This gives me the ending balance for January.

    Column E = Period, hard code 2 for February.  I have an NP Print Control

    Column F = CALC = D + E - This gives me my ending balances for February.

    I repeat this format for the entire 12 months.  My problem is that when running the report, I get the same balance from February (Column F) for every period, even though I only have actual GL balances for January and February.

    How can I design my report so I don't get balances for March, April..December?  In other words, how can I prevent CALC fields for future periods from printing?

     

    Any help would be much appreciated!

     

    Thanks,

     

    Steve

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