I am working on a 13 month financial report (to use for budgeting). Actual numbers are fine, but I struggling to pull in the budget numbers.
My budget tables looks similar to this :
Account # Budget yr Period 1 Period 2 Period 3 (continues for 12)
606060 2024 50 50 50
606060 2023 45 45 45
So if I am running the report in say October 2024, I want budget numbers for Period 1-10 in 2024 but I also want periods 10-12 in 2023 (13 months)
I have a similar report that only uses current year budget numbers and my Year To Date formula is (more to it but you get the idea):
else If ({@Period}) = 10 then ({Command.Period_1_Budget}+{Command.Period_2_Budget}+{Command.Period_3_Budget}+{Command.Period_4_Budget}+{Command.Period_5_Budget}+{Command.Period_6_Budget}+{Command.Period_7_Budget}+{Command.Period_8_Budget}+{Command.Period_9_Budget}+{Command.Period_10_Budget})
But how do I add in that I want 2024 numbers for that portion and then add in the 2023 numbers I need?
Thank you in advance.
My budget tables looks similar to this :
Account # Budget yr Period 1 Period 2 Period 3 (continues for 12)
606060 2024 50 50 50
606060 2023 45 45 45
So if I am running the report in say October 2024, I want budget numbers for Period 1-10 in 2024 but I also want periods 10-12 in 2023 (13 months)
I have a similar report that only uses current year budget numbers and my Year To Date formula is (more to it but you get the idea):
else If ({@Period}) = 10 then ({Command.Period_1_Budget}+{Command.Period_2_Budget}+{Command.Period_3_Budget}+{Command.Period_4_Budget}+{Command.Period_5_Budget}+{Command.Period_6_Budget}+{Command.Period_7_Budget}+{Command.Period_8_Budget}+{Command.Period_9_Budget}+{Command.Period_10_Budget})
But how do I add in that I want 2024 numbers for that portion and then add in the 2023 numbers I need?
Thank you in advance.