Solved

How to get the financial period name in an ARM Report

  • 10 November 2021
  • 4 replies
  • 102 views

Userlevel 4
Badge +1

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?

icon

Best answer by dboes14 10 November 2021, 17:30

View original

4 replies

Userlevel 2
Badge

 

Userlevel 4
Badge +1

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

Userlevel 4
Badge +1

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

Userlevel 1

=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))

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2022  Acumatica, Inc. All rights reserved