DYNAMIC QUARTER
Hi there,
Hope someone can help. I am developing a number of financial reports which require a quarterly summary.
I am building the report in the same view. I'm finding that I need to use a 'Refer To' statement on Quarter so that I can summarise data for Q1/19 for example. Herein, lies the issue. Next year the report will still be stuck on Q1/19 rather than update to Q1/20. I have approx 60 examples of this on the one report so I need to find a solution.
I'm aware that there is the ability to create some custom data fields but we have apparently used our quota of these.
I really need some way of selecting the quarter without the year portion and then I could always make the year available in a Select. Is there any way of doing this in BOARD?
Thanks,
Siobhan
Answers
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When you refer to "custom data fields", are you referring to Defining custom time entities? Because that's probably the easiest way to model it, having a custom time entity with members like "Q1 Current Year", "Q2 Current Year",... So by adjusting the relationship between your months and this custom time dimension, all your tables get updated correctly.
If not available, you might look into the procedure steps, which dynamically run the "refer to" from a procedure: Block Selections. With that approach, you would have to run a procedure running these block selections every time you enter in the screen, which is performance wise not the best solution, but it's a valid workaround.
All the best,
Jonathan1 -
Hi Siobhan Buckley,
we use as Jonathan Baetens suggested a custom time entities to select "the current month", "the last 3 months", "the last 4 months" and so on.
We only use one entity to do so. We have a "month counter" that is 0 for the current month, -1 for the last one, +1 for the next...
In your case I'd use a "quarter counter" that is 0 for the current quarter, -1 for the past one, -2 for the one before that, and so on.
BR, Ray
3 -
Thank you Jonathan Baetens and Ray Martens. Both your answers have given me food for thought. I'll look into both suggestions.
Many thanks,
Siobhan
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