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Financial Report Definition - column matter

  • November 7, 2021
  • 4 replies
  • 189 views
E
Jr Varsity II
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  • erin
  • Jr Varsity II
  • 103 replies

Hi All

Not sure if anyone know how to define the column C below in RED BOX details

Currently , i would like to create a Balance sheet Report comparative month to month

Example: Balance Sheet Report Comparative  Sept 2021 and Aug 2021

I manage to set for Sept 2021 in column B  , however i am not sure how to set for Aug 2021 in column C , Refer to below in RED BOX highlighted

I tried the formula in  = Format( '{0: MMMM d, yyyy}',Report.GetPeriodEndDate(@StartPeriod,-1)) is not workable.

May i know who can help in this formula?

 

 

Best answer by ChandraM

Hi @erin  The formula to show the enddate for the next period is 

=Format( '{0: MMMM d, yyyy}', Report.GetPeriodEndDate(Report.FormatPeriod(@StartPeriod, 1)))

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    4 replies

    C
    Semi-Pro I
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    • ChandraM
    • Semi-Pro I
    • 715 replies
    • November 8, 2021

    Hi @erin Please use the formula as shown in the below screenshot.

    Thanks

     

    Chandra M
    C
    Semi-Pro I
    Forum|alt.badge.img+8
    • ChandraM
    • Semi-Pro I
    • 715 replies
    • Answer
    • November 8, 2021

    Hi @erin  The formula to show the enddate for the next period is 

    =Format( '{0: MMMM d, yyyy}', Report.GetPeriodEndDate(Report.FormatPeriod(@StartPeriod, 1)))

    Chandra M
    C
    Semi-Pro I
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    • ChandraM
    • Semi-Pro I
    • 715 replies
    • November 8, 2021

    Hi @erin Please find the below screenshot showing the expected result with the above formula.

     

    Thanks

    Chandra M
    L
    Freshman I
    • lavanyar68
    • Freshman I
    • 1 reply
    • July 15, 2023

    Hi All

    Not sure if anyone know how to define the column C below in Yellow Highlighted details

    Currently , i would like to create a P&L Report comparative year to year

    I am able to set  in column B , however i am not sure how to set in column C , 

    I tried the formula in  =Format('{0: MMMM d, yyyy}',Report.GetPeriodEndDate(@StartPeriod,-1)) and this also

    =Format('{0: MMMM d,yyyy}',Report.GetPeriodEndDate(Report.FormatYear(@StartPeriod,-1)))
    is not working.

    May i know who can help in this formula?

     

     

    Reply


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