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How to get the financial period name in an ARM Report

  • November 10, 2021
  • 5 replies
  • 758 views

dgodsill97
Varsity I
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A client was using the formula MonthName(@MonthStart,-1) in a column heading.  Obviously this use the current date and does not allow the specification of a starting period.  Using Report.FormatPeriod(@StartPeriod,-1) gets the period as 10-2021, 09-2021, etc.  Is there another formula that would return the description of the period as Oct 2021, Sep 2021 etc?

Best answer by dboes14

 

5 replies

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  • Jr Varsity II
  • Answer
  • November 10, 2021

 


dgodsill97
Varsity I
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  • Author
  • Varsity I
  • November 10, 2021

Thanks, should have more examples like this is help, manuals, and training courses.


dgodsill97
Varsity I
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  • Author
  • Varsity I
  • November 10, 2021

It does not support the shift option like =Report.FormatPeriod(@StartPeriod,-4)


bheyns05
Jr Varsity III
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  • Jr Varsity III
  • March 1, 2022

=Format( '{0: MMM yyyy}', DateAdd( Report.GetPeriodEndDate(@StartPeriod), 'm', 0))

=Format( '{0: MMM yyyy}', DateAdd( Report.GetPeriodEndDate(@StartPeriod), 'm', -1))

=Format( '{0: MMM yyyy}', DateAdd( Report.GetPeriodEndDate(@StartPeriod), 'm', -2))


fosterjeff01
Freshman II
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  • Freshman II
  • March 29, 2023

THANK YOU for this example.  Wish the in-app documentation had more examples like this.