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Show each month on Account schedule and YTD
SteveKnott
Member Posts: 49
Hi,
Wanted to setup an account schedule that has Jan/Feb/Mar etc... and a YTD column.
If we set the col definitions with comparison period +1M +2M +3M .. but then I would always need to filter on Jan... which makes YTD difficult to calculate.
If I let the user filter on say 01/01/2023..31/03/2023 as a date filter YTD is easy to calc... but no idea how I would do the months... perhaps using CY-11M , CY-10M etc ?
Anyone got a though of an easy way of doing this ?
Wanted to setup an account schedule that has Jan/Feb/Mar etc... and a YTD column.
If we set the col definitions with comparison period +1M +2M +3M .. but then I would always need to filter on Jan... which makes YTD difficult to calculate.
If I let the user filter on say 01/01/2023..31/03/2023 as a date filter YTD is easy to calc... but no idea how I would do the months... perhaps using CY-11M , CY-10M etc ?
Anyone got a though of an easy way of doing this ?
0