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Answer

Correct formula for PTD Column

  • January 7, 2022
  • 1 reply
  • 211 views
M
Jr Varsity III

This formula works for the YTD Column in my Column Set.

=IIf(Left(@StartPeriod,2)='01',Left(Report.GetPeriodDescription(@StartPeriod),3)+' '+Right(@StartPeriod,4),Left(Report.GetPeriodDescription('01'+Right(@StartPeriod,4)),3)+' '+Right(@StartPeriod,4)+'-'+Left(Report.GetPeriodDescription(@StartPeriod),3)+' '+Right(@StartPeriod,4))

But it does not work for my PTD column set.

What would be the correct formula for my PTD column to display Oct 2021 - Nov 2021 when I run the report for the November period.

And, while we are at it, what would the correct formula be for the MTD column to display Nov 2021?

 

Mike Lupro

 

Best answer by mlupro87

I opened a case with Acumatica and there was no solution offered for this question.

This question was a sub-question regarding how to create a MTD / QTD / YTD Profit and Loss statement and Acumatica said the the ARM functionality for this type of report does not exist. 

1 reply

M
Jr Varsity III
  • mlupro87
  • Author
  • Jr Varsity III
  • Answer
  • January 18, 2022

I opened a case with Acumatica and there was no solution offered for this question.

This question was a sub-question regarding how to create a MTD / QTD / YTD Profit and Loss statement and Acumatica said the the ARM functionality for this type of report does not exist. 

Chris Hackett
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