Hi everyone,
I’ve read through the available posts and templates in the community, and they have been a massive help. Thank you all!
I am trying to build an EBITDA / P&L widget that calculates the YTD balance for a Nov–Oct fiscal year.
I’ve built a Generic Inquiry (leveraging a few existing templates) that successfully pulls account data for our fiscal year (which runs Nov–Oct). However, I’ve run into a brick wall with account filtering:
The Problem: When I view the inquiry, it drops accounts that have no activity in the current period.
I tried to fix it by removing the FinPeriodID or fiscal year filter from the conditions tab. That does bring the zero-balance accounts back, but the numbers multiply or pull history from all years, inflating the totals into the tens of millions.
Has anyone successfully tackled this balance/period filtering challenge with non-calendar fiscal years without losing zero-balance rows? Any guidance, or XML examples would be hugely appreciated!
Thanks in advance,
Stephanie
