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Format of the financial period from the textbox.
I added this parameter box to my report in Report designer to prompt the user for the date range in months.
View name: =Report.GetFieldSchema('GLHistory.FinPeriodID')
Default Value: =Report.GetDefExt('RowBatchReport.TranPeriodID')
- I would like to format the @PeriodFrom in the textbox to display in this format 02-2018-August. Currently i can only display 02-2018. How can I format this date.
- I would also like the from period to default to the start of the current financial period. In this case 01-2018-July instead of 02.2018.August. How can I do that?
Just to make sure, it seems like you're talking about the display of the financial period value BEFORE you actually run the report.
If that's the case, then I'm pretty sure that it will require some programming modifications because the financial period lookup is something coded into the Framework, not something coded into the Report. At least that's my understanding of it.
Ah, ok, good. Then I think I can help here.
Try this formula in the Value field in Report Designer:
I know it's a little on the long side, but the reason I like this method is that you can copy/paste the format in other situations. All you have to do is change the "MM-yyyy MMMM" portion to fit the specific situation.
Let's say the period is August.
M would display 8
MM would display 08
MMM would display Aug
MMMM would display August
Let me know what you think.
Ah, I see. Then just stop using a fiscal calendar and use a regular calendar instead! Just kidding 🙂
Hmmm, there might be a way to have it read from your fiscal calendar period descriptions, but I'm not sure how to do it.
What about wrapping everything in an IIf statement (also known as an IF statement, but Acumatica adds an extra "i" for some reason), and do this logic:
- If the month number is less than or equal to 6, then just add 6 to the month number
- Otherwise, subtract 6 from the month number
It would be a messier formula, but I think it would get the job done.
So you want to run the report for 01-2019 and have, say, four columns print with the following headings?
JULY AUGUST SEPTEMBER OCTOBER
You say that =Report.GetPeriodDescription(@StartPeriod) is gettting the description correctly for JULY but not the other months?
I tried with your other comments related to this and Its working fine .