I'm having problems with designing the column layout for an analysis view.
I want to show the revenue of the current period, the previous period and a difference in percentages based on the date filter.
I've already have the current period and the difference in percent, but I don't know how to select the previous period.
I want the previous period based on the date filter instead of the previous period in the fiscal year.
For Example if the date filter is 02/01/2010..03/01/2010 I want the formula for the second column to be the previous period: 01/01/2010..02/01/2010.
If the filter changes to 02/01/2010..02/07/2010, the second filter should be 01/24/2010..01/31/2010
Is this possible without customisation?
[edit for readability]
[edit N° 2] Even a simple yes-no will help version NAV 5.0 SP1
[Edit n° 3] I don't want to start customizing before I got an answer. Is there really no one who knows this?
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Answers
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Maybe there are some examples in the CRONUS-Company or in Help.
BR
Hawkeye
Edit: - I´ve found this from Help, It should do the trick
Comparison Period Formula Field
The Column Layout Table
This field contains a period formula that specifies which accounting periods should be used to calculate the amount in this column. An accounting period does not have to match the calendar, but each fiscal year must have the same number of accounting periods, even though each period can be different in length.
The program uses the period formula to calculate the amount from the comparison period in relation to the period represented by the date filter on the report request. The comparison period is based on the period of the start date of the date filter. The abbreviations for period specifications are:
P
Period
LP
Last period of a fiscal year, half-year or quarter.
CP
Current period of a fiscal year, half-year or quarter.
FY
Fiscal year. For example, FY[1..3] denotes first quarter of the current fiscal year
Examples of formulas:
<Blank>
Current period
-1P
Previous period
-1FY[1..LP]
Entire previous fiscal year
-1FY
Current period in previous fiscal year
-1FY[1..3]
First quarter of previous fiscal year
-1FY[1..CP]
From the beginning of previous fiscal year to current period in previous fiscal year, inclusive
-1FY[CP..LP]
From current period in previous fiscal year to last period of previous fiscal year, inclusive
As I specified in the starting post The periods are the ones defined in table 50 "Accounting Period".
So I guess the conclusion is that it is not possible without customisation.
Customisation finished, now the clients can edit their column record in the period formula field with a DF instead of P token.
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I am currently working on Account Schedules for our customer. He wants to compare this year period and last year period. My column setup works for standard periods - year, quarter, month. When I enter non standard period - 2 month or quarter but let say from feb to april, it doesn't work correctly.
I am interested in your solution for your problem as I believe it might solve mine also. Could you, please describe your solution?
Thank you very much for the answer.