Variance Report - How to compare side by side 2 diff. yrs?

[rekree8]

Hi,

I am new to this, and am having a problem creating two separate columns that display financial data for the same accounts but for different years. For example, I would like to show columns for 1998 data next to 1999 data so that I can do a variance. The variance is the easy part, but getting the columns to display two different years data for the same accounts(rows) is difficult. I am using the select expert, but any date selection that I make affects both columns at the same time. I am sure the solution is simple, but so far has escaped me. Any help is appreciated.

Thanks!

 

[synapsevampire]

You may want to use Running Totals, and in each use the Evaluate Use A Formula and place the differing year criteria in there.

Now you have 2 columns you can place inside a Account Grouping, and use formulas against them for whatever variances you need.

-k

 

[lbass]

I would try a manual crosstab. First use record selection to limit to the years covered by the report, e.g.,

{table.date} in Date(2001, 01, 01) to Date(2002, 12, 31)

Then create separate formulas for the two columns, as in {@2001}:

if {table.date} in Date(2001, 01, 01) to Date(2001, 12, 31) then {table.amt}

{@2002} would look like:

if {table.date} in Date(2002, 01, 01) to Date(2002, 12, 31) then {table.amt}

For the difference {@diff}:

{@2001} - {@2002}

Place these fields next to each other in the details section. You might want to group by account number and insert summaries at the detail level.

-LB

 

[rekree8]

Hey, thanks both of you. I tried the cross-tab solution first, and that worked. I will try the other solution as well, as I need the experience. Thanks again, both.