Customization of a report - help with formula

Our fiscal year is Jan to Dec - I have some reports for funding that I need to do that would be April 1/16 to Mar 31/17.  I typically have done them manually, but I don't have time for that anymore and am trying to create a report that would pick up the last 3 quarters from the previous year and add on the 1st quarter from the current year.  I've spent an hour or so looking through the user guide and the forums to see if I can figure it out on my own, but I don't have a clear solution.

When I do the Interim Report, I created:

=FRAMTA("Net1Q") - for the first quarter

=FRAMTA("BALYTD") - for YTD balance

subtracted the two and had my interim report.

I could try a column with NET1Q.L1, BALYTD.L1 (subtract these two) and add on NET1Q for the current quarter?

Any suggestions?

Thanks in Advance!

Christine

  • 0
    The following column codes will give you a rolling 12 month P&L - when you run the report as of Period 3 of 2017 (March) the first column will be March and the second column will be Feb and the 3rd will be Jan and the 4th will be Period 12 of 2016 etc

    (all FRAMTA)

    NETP
    NETLP
    NET2PA
    NET2PA
    NET4PA
    NET5PA
    NET6PA
    NET7PA
    NET8PA
    NET9PA
    NET10PA
    NET11PA