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How can you dynamily define the data source in a column set

  • 29 September 2020
  • 2 replies
  • 441 views

I would like create a monthly P&L that uses the Actuals ledger for Start Period through End Period and then uses Budget ledger for “End Period +1” through Period 12.

Currently I update the data source in the appropriate column each month within the column set.  I would like to find a way to dynamically select the correct ledger based on End Period.

Something like the following for the column representing the Period 7 . . .

=IIf(Left(@EndPeriod,2)>=7, ‘Actuals Ledger’, ‘Budget Ledger”)

 

Best answer by vkumar

Hi Ron,

Using an expression (conditional) to select the Ledger is unavailable. But as a workaround, you may try the following : -

  • Add an additional column for each period using Budget ledger
  • Keep the column hidden. There is no direct option to hide the column, you can just set a visibility expression 1+1=1 and it will hide the column ( since the result is always false for the expression).
  • Use an expression on ‘value’ line to select the value from this hidden column based on the period condition. This is on actual column where the value from either Budget ledger or Actual ledger need to be picked.
  • This way you can use the value of hidden column (Budget  ledger number ) on your expressions of visible columns

Hope this helps,

 

Regards,

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  • Acumatica Support Team
  • 785 replies
  • Answer
  • October 5, 2020

Hi Ron,

Using an expression (conditional) to select the Ledger is unavailable. But as a workaround, you may try the following : -

  • Add an additional column for each period using Budget ledger
  • Keep the column hidden. There is no direct option to hide the column, you can just set a visibility expression 1+1=1 and it will hide the column ( since the result is always false for the expression).
  • Use an expression on ‘value’ line to select the value from this hidden column based on the period condition. This is on actual column where the value from either Budget ledger or Actual ledger need to be picked.
  • This way you can use the value of hidden column (Budget  ledger number ) on your expressions of visible columns

Hope this helps,

 

Regards,


Vijay,

Thanks.  This helps ALOT!

This makes sense and is a good explanation.

Thanks again

 


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