You should look at XL Connect. Not expensive and gives you complete freedom to build whatever financial statements you want in Excel
Carl Heeder
Cell: 281-797-2200
Sent from my iPad
Carl Heeder
Cell: 281-797-2200
Sent from my iPad
In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
Rick:
I seem to remember something about AFR getting that functionality with the .700 release.
At the Epicor conference there was a presentation by a CFO who I believe talked about this. You might still be able to find the materials online.
Sylvia
Sylvia S. Hunts
MIS - Corporate Project Manager
Steinen Holdings, Inc.
(973) 887-6400 x 108
[cid:image001.jpg@01CD7C57.F1615820]
Privileged, confidential, or sensitive information may be contained in this message. If you are not the addressee indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply mail. Please advise immediately if you or your employer do not consent to Internet e mail for messages of this kind.
Über Internet versandte eMails können leicht verfälscht oder unter fremdem Namen erstellt werden. Daher müssen wir zu Ihrer und unserer Sicherheit die rechtliche Verbindlichkeit der vorstehenden Erklärung ausschließen. Der Versand von eMails dient somit ausschließlich dem Informationsaustausch.
Diese eMail enthält vertrauliche und/oder rechtlich geschützte Informationen. Wenn Sie nicht der richtige Adressat sind oder diese eMail irrtümlich erhalten haben, informieren Sie bitte sofort den Absender und vernichten Sie diese eMail. Das unerlaubte Kopieren und die unbefugte Weitergabe dieser eMail sind nicht gestattet.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of that_guyy
Sent: Friday, August 17, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
[Non-text portions of this message have been removed]
I seem to remember something about AFR getting that functionality with the .700 release.
At the Epicor conference there was a presentation by a CFO who I believe talked about this. You might still be able to find the materials online.
Sylvia
Sylvia S. Hunts
MIS - Corporate Project Manager
Steinen Holdings, Inc.
(973) 887-6400 x 108
[cid:image001.jpg@01CD7C57.F1615820]
Privileged, confidential, or sensitive information may be contained in this message. If you are not the addressee indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply mail. Please advise immediately if you or your employer do not consent to Internet e mail for messages of this kind.
Über Internet versandte eMails können leicht verfälscht oder unter fremdem Namen erstellt werden. Daher müssen wir zu Ihrer und unserer Sicherheit die rechtliche Verbindlichkeit der vorstehenden Erklärung ausschließen. Der Versand von eMails dient somit ausschließlich dem Informationsaustausch.
Diese eMail enthält vertrauliche und/oder rechtlich geschützte Informationen. Wenn Sie nicht der richtige Adressat sind oder diese eMail irrtümlich erhalten haben, informieren Sie bitte sofort den Absender und vernichten Sie diese eMail. Das unerlaubte Kopieren und die unbefugte Weitergabe dieser eMail sind nicht gestattet.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of that_guyy
Sent: Friday, August 17, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
[Non-text portions of this message have been removed]
Sylvia,
Thanks, I found something on 9.05.607 here: https://epicweb.epicor.com/resources/Pages/HighlightsofEpicor905700ServicePack.aspx?
But this is a feature presentation, I'm watching it now, but I don't see anything in the intro yet.
I didn't go to Insights so I don't have access to the presentations or material. Any chance you or someone else can send it to me?
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
9.05.700B2
Thanks, I found something on 9.05.607 here: https://epicweb.epicor.com/resources/Pages/HighlightsofEpicor905700ServicePack.aspx?
But this is a feature presentation, I'm watching it now, but I don't see anything in the intro yet.
I didn't go to Insights so I don't have access to the presentations or material. Any chance you or someone else can send it to me?
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
9.05.700B2
--- In vantage@yahoogroups.com, Sylvia Hunts <shunts@...> wrote:
>
> Rick:
> I seem to remember something about AFR getting that functionality with the .700 release.
> At the Epicor conference there was a presentation by a CFO who I believe talked about this. You might still be able to find the materials online.
>
> Sylvia
>
> Sylvia S. Hunts
> MIS - Corporate Project Manager
> Steinen Holdings, Inc.
> (973) 887-6400 x 108
> [cid:image001.jpg@...]
>
>
> Privileged, confidential, or sensitive information may be contained in this message. If you are not the addressee indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply mail. Please advise immediately if you or your employer do not consent to Internet e mail for messages of this kind.
>
> Über Internet versandte eMails können leicht verfälscht oder unter fremdem Namen erstellt werden. Daher müssen wir zu Ihrer und unserer Sicherheit die rechtliche Verbindlichkeit der vorstehenden Erklärung ausschließen. Der Versand von eMails dient somit ausschließlich dem Informationsaustausch.
> Diese eMail enthält vertrauliche und/oder rechtlich geschützte Informationen. Wenn Sie nicht der richtige Adressat sind oder diese eMail irrtümlich erhalten haben, informieren Sie bitte sofort den Absender und vernichten Sie diese eMail. Das unerlaubte Kopieren und die unbefugte Weitergabe dieser eMail sind nicht gestattet.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of that_guyy
> Sent: Friday, August 17, 2012 8:55 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
>
>
>
> In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
> Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
> Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
> Thanks!
>
> Rick Bird
> IT Software Administrator
> Rowmark, LLC.
>
>
>
> [Non-text portions of this message have been removed]
>
Have you looked at XLConnect? You should be able to created that quickly
with their product.
Beth Rye
IT Director
CIGNYS
Email: <mailto:brye@...> brye@...
***ITAR NOTICE***
This e-mail and/or the attached documents may contain technical data within
the definition of the International Traffic in Arms regulations, and are
subject to the export control laws of the US Government. Transfer of this
data by any means to a foreign person, whether in the US or abroad, without
an export license or other approval from the US Department of State, is
prohibited. No portion of this e-mail or its attachment(s) may be reproduced
without written consent of CIGNYS. If you are not the intended recipient or
believe that you may have received this document in error, please notify the
sender and delete this e-mail and any attachments immediately.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
that_guyy
Sent: Friday, August 17, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do
what she calls "Multi-Column Comparison." I'm sure any accountants out there
understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and
choose two different periods to compare on the Income Statement so that they
are side by side on the report or whatever. Say to compare July 2012 and
July 2011 side by side so we can see how we are doing compared to last year
in the same period. We are working with a consultant but she did not think
Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so
I was wondering is there is anyone out there doing this and how they are
accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
[Non-text portions of this message have been removed]
with their product.
Beth Rye
IT Director
CIGNYS
Email: <mailto:brye@...> brye@...
***ITAR NOTICE***
This e-mail and/or the attached documents may contain technical data within
the definition of the International Traffic in Arms regulations, and are
subject to the export control laws of the US Government. Transfer of this
data by any means to a foreign person, whether in the US or abroad, without
an export license or other approval from the US Department of State, is
prohibited. No portion of this e-mail or its attachment(s) may be reproduced
without written consent of CIGNYS. If you are not the intended recipient or
believe that you may have received this document in error, please notify the
sender and delete this e-mail and any attachments immediately.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
that_guyy
Sent: Friday, August 17, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do
what she calls "Multi-Column Comparison." I'm sure any accountants out there
understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and
choose two different periods to compare on the Income Statement so that they
are side by side on the report or whatever. Say to compare July 2012 and
July 2011 side by side so we can see how we are doing compared to last year
in the same period. We are working with a consultant but she did not think
Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so
I was wondering is there is anyone out there doing this and how they are
accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
[Non-text portions of this message have been removed]
I saw a demo of XLconnect yesterday doing comparisons exactly like that.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Bethany Rye
Sent: Friday, August 17, 2012 6:32 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Financial Reporting - Multi-Column/Period Comparison
Have you looked at XLConnect? You should be able to created that quickly
with their product.
Beth Rye
IT Director
CIGNYS
Email: <mailto:brye@...<mailto:brye%40cignys.com>> brye@...<mailto:brye%40cignys.com>
***ITAR NOTICE***
This e-mail and/or the attached documents may contain technical data within
the definition of the International Traffic in Arms regulations, and are
subject to the export control laws of the US Government. Transfer of this
data by any means to a foreign person, whether in the US or abroad, without
an export license or other approval from the US Department of State, is
prohibited. No portion of this e-mail or its attachment(s) may be reproduced
without written consent of CIGNYS. If you are not the intended recipient or
believe that you may have received this document in error, please notify the
sender and delete this e-mail and any attachments immediately.
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
that_guyy
Sent: Friday, August 17, 2012 8:55 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do
what she calls "Multi-Column Comparison." I'm sure any accountants out there
understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and
choose two different periods to compare on the Income Statement so that they
are side by side on the report or whatever. Say to compare July 2012 and
July 2011 side by side so we can see how we are doing compared to last year
in the same period. We are working with a consultant but she did not think
Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so
I was wondering is there is anyone out there doing this and how they are
accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Bethany Rye
Sent: Friday, August 17, 2012 6:32 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Financial Reporting - Multi-Column/Period Comparison
Have you looked at XLConnect? You should be able to created that quickly
with their product.
Beth Rye
IT Director
CIGNYS
Email: <mailto:brye@...<mailto:brye%40cignys.com>> brye@...<mailto:brye%40cignys.com>
***ITAR NOTICE***
This e-mail and/or the attached documents may contain technical data within
the definition of the International Traffic in Arms regulations, and are
subject to the export control laws of the US Government. Transfer of this
data by any means to a foreign person, whether in the US or abroad, without
an export license or other approval from the US Department of State, is
prohibited. No portion of this e-mail or its attachment(s) may be reproduced
without written consent of CIGNYS. If you are not the intended recipient or
believe that you may have received this document in error, please notify the
sender and delete this e-mail and any attachments immediately.
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
that_guyy
Sent: Friday, August 17, 2012 8:55 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do
what she calls "Multi-Column Comparison." I'm sure any accountants out there
understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and
choose two different periods to compare on the Income Statement so that they
are side by side on the report or whatever. Say to compare July 2012 and
July 2011 side by side so we can see how we are doing compared to last year
in the same period. We are working with a consultant but she did not think
Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so
I was wondering is there is anyone out there doing this and how they are
accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Being clever and using subreports in Crystal would accomplish this. I've
done it before. You'll need to hit your DB twice, once for "this" period
and once for the "prior" period. "This" period could be in your BAQ and
then the subreport could hit your db again via ODBC, or a XML dump of the
respective tables. or if you're SQL you could do it in a view and pass SQL
Expressions from Crystal.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
that_guyy
Sent: Friday, August 17, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do
what she calls "Multi-Column Comparison." I'm sure any accountants out there
understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and
choose two different periods to compare on the Income Statement so that they
are side by side on the report or whatever. Say to compare July 2012 and
July 2011 side by side so we can see how we are doing compared to last year
in the same period. We are working with a consultant but she did not think
Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so
I was wondering is there is anyone out there doing this and how they are
accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.2197 / Virus Database: 2437/5203 - Release Date: 08/15/12
-----
No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.2197 / Virus Database: 2437/5204 - Release Date: 08/16/12
[Non-text portions of this message have been removed]
done it before. You'll need to hit your DB twice, once for "this" period
and once for the "prior" period. "This" period could be in your BAQ and
then the subreport could hit your db again via ODBC, or a XML dump of the
respective tables. or if you're SQL you could do it in a view and pass SQL
Expressions from Crystal.
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
that_guyy
Sent: Friday, August 17, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do
what she calls "Multi-Column Comparison." I'm sure any accountants out there
understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and
choose two different periods to compare on the Income Statement so that they
are side by side on the report or whatever. Say to compare July 2012 and
July 2011 side by side so we can see how we are doing compared to last year
in the same period. We are working with a consultant but she did not think
Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so
I was wondering is there is anyone out there doing this and how they are
accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.2197 / Virus Database: 2437/5203 - Release Date: 08/15/12
-----
No virus found in this message.
Checked by AVG - www.avg.com
Version: 2012.0.2197 / Virus Database: 2437/5204 - Release Date: 08/16/12
[Non-text portions of this message have been removed]
I once had a baq report that had GLACCOUNT as the primary, and then used GLPeriodBal - this was from a previous version of Vantage 8, so it took 2 years of GLperiodBal and then based on selection criteria, the Crystal decided which column to put the MTD balance into.
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> that_guyy
> Sent: Friday, August 17, 2012 8:55 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
>
>
>
>
>
> In implementation and our financial accountant is looking for a way to do
> what she calls "Multi-Column Comparison." I'm sure any accountants out there
> understand this, but if not, here is what she showed me.
> Using the Income Statement as an example, having the ability to select and
> choose two different periods to compare on the Income Statement so that they
> are side by side on the report or whatever. Say to compare July 2012 and
> July 2011 side by side so we can see how we are doing compared to last year
> in the same period. We are working with a consultant but she did not think
> Epicor supported that with FRD nor AFR.
> Seems like something that many other companies would need or want to do, so
> I was wondering is there is anyone out there doing this and how they are
> accomplishing it.
> Thanks!
>
> Rick Bird
> IT Software Administrator
> Rowmark, LLC.
>
>
>
> No virus found in this message.
> Checked by AVG - www.avg.com
> Version: 2012.0.2197 / Virus Database: 2437/5203 - Release Date: 08/15/12
>
>
>
>
> -----
> No virus found in this message.
> Checked by AVG - www.avg.com
> Version: 2012.0.2197 / Virus Database: 2437/5204 - Release Date: 08/16/12
>
> [Non-text portions of this message have been removed]
>
Did you find your answer, because there is a way to do it in FRD. It is there in version 8.0, it is there in version 9.0x.
M. Manasa Reddy
manasa@...<mailto:manasa@...>
630.806.2000 x1515
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of that_guyy
Sent: Friday, August 17, 2012 7:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
[Non-text portions of this message have been removed]
M. Manasa Reddy
manasa@...<mailto:manasa@...>
630.806.2000 x1515
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of that_guyy
Sent: Friday, August 17, 2012 7:55 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
Thanks!
Rick Bird
IT Software Administrator
Rowmark, LLC.
[Non-text portions of this message have been removed]
Write a BAQ which contains all data for both periods, export results to
Excel, use a Pivot Table.
*Jose C Gomez*
*Software Engineer*
*
*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>
*Quis custodiet ipsos custodes?*
Excel, use a Pivot Table.
*Jose C Gomez*
*Software Engineer*
*
*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>
*Quis custodiet ipsos custodes?*
On Fri, Aug 17, 2012 at 5:00 PM, Manasa Reddy <manasa@...> wrote:
> **
>
>
> Did you find your answer, because there is a way to do it in FRD. It is
> there in version 8.0, it is there in version 9.0x.
>
> M. Manasa Reddy
> manasa@...<mailto:manasa@...>
> 630.806.2000 x1515
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of that_guyy
> Sent: Friday, August 17, 2012 7:55 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
>
> In implementation and our financial accountant is looking for a way to do
> what she calls "Multi-Column Comparison." I'm sure any accountants out
> there understand this, but if not, here is what she showed me.
> Using the Income Statement as an example, having the ability to select and
> choose two different periods to compare on the Income Statement so that
> they are side by side on the report or whatever. Say to compare July 2012
> and July 2011 side by side so we can see how we are doing compared to last
> year in the same period. We are working with a consultant but she did not
> think Epicor supported that with FRD nor AFR.
> Seems like something that many other companies would need or want to do,
> so I was wondering is there is anyone out there doing this and how they are
> accomplishing it.
> Thanks!
>
> Rick Bird
> IT Software Administrator
> Rowmark, LLC.
>
> [Non-text portions of this message have been removed]
>
>
>
[Non-text portions of this message have been removed]
Manasa,
We have asked our financial consultant how to do it and she said she didn't think it was possible. If there is a way to do this can you give us some guidance? It doesn't seem obvious to me... but I'm not a finance guy and our Finance Accountant hasn't been able to figure it out yet.
Thanks!
-Rick Bird
IT Software Administrator
Rowmark, LLC.
9.05.700B2
We have asked our financial consultant how to do it and she said she didn't think it was possible. If there is a way to do this can you give us some guidance? It doesn't seem obvious to me... but I'm not a finance guy and our Finance Accountant hasn't been able to figure it out yet.
Thanks!
-Rick Bird
IT Software Administrator
Rowmark, LLC.
9.05.700B2
--- In vantage@yahoogroups.com, Manasa Reddy <manasa@...> wrote:
>
> Did you find your answer, because there is a way to do it in FRD. It is there in version 8.0, it is there in version 9.0x.
>
>
>
>
> M. Manasa Reddy
> manasa@...<mailto:manasa@...>
> 630.806.2000 x1515
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of that_guyy
> Sent: Friday, August 17, 2012 7:55 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
>
>
>
> In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
> Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
> Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
> Thanks!
>
> Rick Bird
> IT Software Administrator
> Rowmark, LLC.
>
>
>
> [Non-text portions of this message have been removed]
>
Rick
You can do this in the standard financial reporting in the general ledger module.
In fact if you use the standard wizard on the income statement, it creates it for you and you can use as an example
You have yearly and periodic offsets in the column settings
Wizard gives you
Account, Description, Current Period, Cur Period Last Year, Variance, Current YTD, YTD Last Year, Year variance
Gary
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of that_guyy
Sent: 18 August 2012 16:41
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Financial Reporting - Multi-Column/Period Comparison
Manasa,
We have asked our financial consultant how to do it and she said she didn't think it was possible. If there is a way to do this can you give us some guidance? It doesn't seem obvious to me... but I'm not a finance guy and our Finance Accountant hasn't been able to figure it out yet.
Thanks!
-Rick Bird
IT Software Administrator
Rowmark, LLC.
9.05.700B2
You can do this in the standard financial reporting in the general ledger module.
In fact if you use the standard wizard on the income statement, it creates it for you and you can use as an example
You have yearly and periodic offsets in the column settings
Wizard gives you
Account, Description, Current Period, Cur Period Last Year, Variance, Current YTD, YTD Last Year, Year variance
Gary
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of that_guyy
Sent: 18 August 2012 16:41
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Financial Reporting - Multi-Column/Period Comparison
Manasa,
We have asked our financial consultant how to do it and she said she didn't think it was possible. If there is a way to do this can you give us some guidance? It doesn't seem obvious to me... but I'm not a finance guy and our Finance Accountant hasn't been able to figure it out yet.
Thanks!
-Rick Bird
IT Software Administrator
Rowmark, LLC.
9.05.700B2
--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Manasa Reddy <manasa@...<mailto:manasa@...>> wrote:
>
> Did you find your answer, because there is a way to do it in FRD. It is there in version 8.0, it is there in version 9.0x.
>
>
>
>
> M. Manasa Reddy
> manasa@...<mailto:manasa@<mailto:manasa@...%3cmailto:manasa@>...>
> 630.806.2000 x1515
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of that_guyy
> Sent: Friday, August 17, 2012 7:55 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
>
>
>
> In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
> Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
> Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
> Thanks!
>
> Rick Bird
> IT Software Administrator
> Rowmark, LLC.
>
>
>
> [Non-text portions of this message have been removed]
>
[Non-text portions of this message have been removed]
Rick, as Manasa said, this is basic functionality in the financial report designer. In your column set, add a column next to your current period called Prior Period (or whatever you like) Use actual to report the detail for that column set. You can use an offset to look at the same period one year ago
Â
Attached is the document which has been circulated on the group that gives you more detail on using the financial report designer
________________________________
From: that_guyy <rbird@...>
To: vantage@yahoogroups.com
Sent: Saturday, August 18, 2012 11:41 AM
Subject: [Vantage] Re: Financial Reporting - Multi-Column/Period Comparison
Â
Manasa,
We have asked our financial consultant how to do it and she said she didn't think it was possible. If there is a way to do this can you give us some guidance? It doesn't seem obvious to me... but I'm not a finance guy and our Finance Accountant hasn't been able to figure it out yet.
Thanks!
-Rick Bird
IT Software Administrator
Rowmark, LLC.
9.05.700B2
Â
Attached is the document which has been circulated on the group that gives you more detail on using the financial report designer
________________________________
From: that_guyy <rbird@...>
To: vantage@yahoogroups.com
Sent: Saturday, August 18, 2012 11:41 AM
Subject: [Vantage] Re: Financial Reporting - Multi-Column/Period Comparison
Â
Manasa,
We have asked our financial consultant how to do it and she said she didn't think it was possible. If there is a way to do this can you give us some guidance? It doesn't seem obvious to me... but I'm not a finance guy and our Finance Accountant hasn't been able to figure it out yet.
Thanks!
-Rick Bird
IT Software Administrator
Rowmark, LLC.
9.05.700B2
--- In mailto:vantage%40yahoogroups.com, Manasa Reddy <manasa@...> wrote:
>
> Did you find your answer, because there is a way to do it in FRD. It is there in version 8.0, it is there in version 9.0x.
>
>
>
>
> M. Manasa Reddy
> manasa@...<mailto:manasa@...>
> 630.806.2000 x1515
>
> From: mailto:vantage%40yahoogroups.com [mailto:mailto:vantage%40yahoogroups.com] On Behalf Of that_guyy
> Sent: Friday, August 17, 2012 7:55 AM
> To: mailto:vantage%40yahoogroups.com
> Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
>
>
>
> In implementation and our financial accountant is looking for a way to do what she calls "Multi-Column Comparison." I'm sure any accountants out there understand this, but if not, here is what she showed me.
> Using the Income Statement as an example, having the ability to select and choose two different periods to compare on the Income Statement so that they are side by side on the report or whatever. Say to compare July 2012 and July 2011 side by side so we can see how we are doing compared to last year in the same period. We are working with a consultant but she did not think Epicor supported that with FRD nor AFR.
> Seems like something that many other companies would need or want to do, so I was wondering is there is anyone out there doing this and how they are accomplishing it.
> Thanks!
>
> Rick Bird
> IT Software Administrator
> Rowmark, LLC.
>
>
>
> [Non-text portions of this message have been removed]
>
[Non-text portions of this message have been removed]
Tom,
We are using XL Connect for all our reporting needs and it is a fantastic product. The Finance group is very happy.
If you would like to discuss the topic just send me your contact info and I would be glad to talk about it
Chris Bryda
Project Manager
Heckmann Corporation
Sent from my iPad
We are using XL Connect for all our reporting needs and it is a fantastic product. The Finance group is very happy.
If you would like to discuss the topic just send me your contact info and I would be glad to talk about it
Chris Bryda
Project Manager
Heckmann Corporation
Sent from my iPad
On Aug 17, 2012, at 11:58 AM, "Tom J. Christie" <tchristie@...> wrote:
> I saw a demo of XLconnect yesterday doing comparisons exactly like that.
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Bethany Rye
> Sent: Friday, August 17, 2012 6:32 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Financial Reporting - Multi-Column/Period Comparison
>
> Have you looked at XLConnect? You should be able to created that quickly
> with their product.
>
> Beth Rye
>
> IT Director
>
> CIGNYS
> Email: <mailto:brye@...<mailto:brye%40cignys.com>> brye@...<mailto:brye%40cignys.com>
>
> ***ITAR NOTICE***
>
> This e-mail and/or the attached documents may contain technical data within
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> without written consent of CIGNYS. If you are not the intended recipient or
> believe that you may have received this document in error, please notify the
> sender and delete this e-mail and any attachments immediately.
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
> that_guyy
> Sent: Friday, August 17, 2012 8:55 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Financial Reporting - Multi-Column/Period Comparison
>
> In implementation and our financial accountant is looking for a way to do
> what she calls "Multi-Column Comparison." I'm sure any accountants out there
> understand this, but if not, here is what she showed me.
> Using the Income Statement as an example, having the ability to select and
> choose two different periods to compare on the Income Statement so that they
> are side by side on the report or whatever. Say to compare July 2012 and
> July 2011 side by side so we can see how we are doing compared to last year
> in the same period. We are working with a consultant but she did not think
> Epicor supported that with FRD nor AFR.
> Seems like something that many other companies would need or want to do, so
> I was wondering is there is anyone out there doing this and how they are
> accomplishing it.
> Thanks!
>
> Rick Bird
> IT Software Administrator
> Rowmark, LLC.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
[Non-text portions of this message have been removed]