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the client report format is essentially a quarterly report - printing separate period in each column.
current period
Last period
2 periods ago.
What formula can I create that will put the column header appropriately on each column (based on @ReportStartDate)
MonthName worked for current period only, but as soon as I needed the period to slide, it would not longer report the right name.
thoughts?
Does the DPL12 (Profit and Loss Rolling 12 Month) report in the SalesDemo database get you what you need? The formulas look like this:
Or would this not work since your columns are Quarterly and not Monthly?
Tim,
Thanks for responding, however that formula only produces formatted periods. ie 07-2017, 08-2017
not the financial period name: July, August
This is pretty clunky, but what about something like this:
=MonthName(DateAdd(CDate(Left(@StartPeriod,2)+'/1/'+Right(@StartPeriod,4)),'m',0))
=MonthName(DateAdd(CDate(Left(@StartPeriod,2)+'/1/'+Right(@StartPeriod,4)),'m',-1))
Tim,
well, it aint pretty, but clunky works. Thank you very much...
who knew that days of yore, when Management Reporter and FRx were so 'advanced' (lol).
Thanks.
Incidentally, is there any documentation that helps me (or client) understand how to build these wicked formulas?
Other than the official course on ARM (click here), the best advice I can think of is to look at the explanations of the expressions available (click here) and see if you can think of creative ways to combine them.
Or, just post stuff here and we can work on it together. The creative side of formulas is really best handled in forums in my opinion. That's why I created ARC.
And that's why Excel is so great. It isn't the formulas themselves, but the rich content that you can find on Google (MrExcel.com, Chandoo.org, etc.) which makes Excel so popular.