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Formula for Monthly data for Charts

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Jason2121

Technical User
Jul 28, 2009
46
0
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US
Hello

I am trying to write a Formula for Monthly data to be used in a Chart. The Data is base on the Balance Sheet. My Formulas now have Data only being read for one month or a rolling balance. Here are two months worth for my Current Month data, and the second Formula shows YTD:

1.
If {RV_GLSA_ROLLING_BAL.GL_YR} = {@Current Year} Then

If {@month} = 1 Then

If ({@Accounts} in "3100" to "3999" or {@Accounts} in "4050.1" to "4055" or {@Accounts} in "6000" to "7299" or
{@Accounts} = "7310.1" or {@Accounts} in "7370" to "7511" or {@Accounts} in "7995.1" to "7995.6"
or {@Accounts} = "9999")Then

-({RV_GLSA_ROLLING_BAL.GL_PER_1_ACCUM_BAL}) else

{RV_GLSA_ROLLING_BAL.GL_PER_1_ACCUM_BAL}
else
If {@month} = 2 Then

If ({@Accounts} in "3100" to "3999" or {@Accounts} in "4050.1" to "4055" or {@Accounts} in "6000" to "7299" or
{@Accounts} = "7310.1" or {@Accounts} in "7370" to "7511" or {@Accounts} in "7995.1" to "7995.6"
or {@Accounts} = "9999")Then

-({RV_GLSA_ROLLING_BAL.GL_PER_2_ACCUM_BAL}-{RV_GLSA_ROLLING_BAL.GL_PER_1_ACCUM_BAL}) else

{RV_GLSA_ROLLING_BAL.GL_PER_2_ACCUM_BAL}-{RV_GLSA_ROLLING_BAL.GL_PER_1_ACCUM_BAL}

2.
If ({@Accounts} in "3100" to "3999" or {@Accounts} in "4050.1" to "4055" or {@Accounts} in "6000" to "7299" or
{@Accounts} = "7310.1" or {@Accounts} in "7370" to "7511" or {@Accounts} in "7995.1" to "7995.6"
or {@Accounts} = "9999")Then

-({RV_GLSA_ROLLING_BAL.GL_PER_1_ACCUM_BAL}) else

{RV_GLSA_ROLLING_BAL.GL_PER_1_ACCUM_BAL}
else
If {@month} = 2 Then

If ({@Accounts} in "3100" to "3999" or {@Accounts} in "4050.1" to "4055" or {@Accounts} in "6000" to "7299" or
{@Accounts} = "7310.1" or {@Accounts} in "7370" to "7511" or {@Accounts} in "7995.1" to "7995.6"
or {@Accounts} = "9999")Then

-({RV_GLSA_ROLLING_BAL.GL_PER_2_ACCUM_BAL}) else

{RV_GLSA_ROLLING_BAL.GL_PER_2_ACCUM_BAL}

I would like to produce a Chart that shows month by month values for Assets, Liabilities & Equity. When creating the Chart, I would use data on 'Change of Month' then use values for my Group Assets, Liabilities & Equity.

Can anyone assist or point me in the right direction. I can't figure out a formula for months to be seperated on the x axis with values for Assets, Liab. & Equity for each month broken out.

Thanks

 
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