Year to date column in Financial Report Designer

Cool.

Also, if you want to do a quarter comp, you can change the number of
periods to 3, then it will add the last 3 periods together. I've set
this up as a separate column name, so I can use the same main report.

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Thomas Rose
Sent: Thursday, December 03, 2009 9:32 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Year to date column in Financial Report Designer




Thanks, Tim. That worked.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com
<http://www.electricmirror.com> >

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Tim Macy
Sent: Thursday, December 03, 2009 9:01 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Year to date column in Financial Report Designer

In the report designer, under the column set up, use the column type
Actual & number of periods 12, it will sum the prior periods up to the
period you are in. for the month amount use the same column type &
number of periods 1. This should work.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Thomas Rose
Sent: Thursday, December 03, 2009 8:53 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Year to date column in Financial Report Designer

How do I specify a column that will include year to date information? As
I look at it, if I want a report for November year to date, I need to
specify 11 in the Number of Periods field. That is great for November,
but what about October? Do I need a separate report for October that
specifies 10 in the Number of Periods field? There must be some way to
make the columns only pick up a year to date amount, but I can't figure
it out, and the help topic is of little use.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com
<http://www.electricmirror.com>
<http://www.electricmirror.com <http://www.electricmirror.com> > >

[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]






[Non-text portions of this message have been removed]
How do I specify a column that will include year to date information? As I look at it, if I want a report for November year to date, I need to specify 11 in the Number of Periods field. That is great for November, but what about October? Do I need a separate report for October that specifies 10 in the Number of Periods field? There must be some way to make the columns only pick up a year to date amount, but I can't figure it out, and the help topic is of little use.


Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>



[Non-text portions of this message have been removed]
In the report designer, under the column set up, use the column type
Actual & number of periods 12, it will sum the prior periods up to the
period you are in. for the month amount use the same column type &
number of periods 1. This should work.

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Thomas Rose
Sent: Thursday, December 03, 2009 8:53 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Year to date column in Financial Report Designer




How do I specify a column that will include year to date information? As
I look at it, if I want a report for November year to date, I need to
specify 11 in the Number of Periods field. That is great for November,
but what about October? Do I need a separate report for October that
specifies 10 in the Number of Periods field? There must be some way to
make the columns only pick up a year to date amount, but I can't figure
it out, and the help topic is of little use.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com
<http://www.electricmirror.com> >

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
Thanks, Tim. That worked.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Tim Macy
Sent: Thursday, December 03, 2009 9:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Year to date column in Financial Report Designer



In the report designer, under the column set up, use the column type
Actual & number of periods 12, it will sum the prior periods up to the
period you are in. for the month amount use the same column type &
number of periods 1. This should work.

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Thomas Rose
Sent: Thursday, December 03, 2009 8:53 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Year to date column in Financial Report Designer

How do I specify a column that will include year to date information? As
I look at it, if I want a report for November year to date, I need to
specify 11 in the Number of Periods field. That is great for November,
but what about October? Do I need a separate report for October that
specifies 10 in the Number of Periods field? There must be some way to
make the columns only pick up a year to date amount, but I can't figure
it out, and the help topic is of little use.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com
<http://www.electricmirror.com> >

[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]