[Ronald Robson]

I would like to have 3 columns on my custom comparative income statement. Last Period, Same Period one year ago AND YTD through the end of last period. I can’t figure out how to do that last column without a custom period. But then it needs to be edited each time I run the report.

Actually, I would also like to get YTD data for the previous fiscal year as well as a fourth column, but I’m probably out of luck.

Thanks,

Ron
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[KurzLaht]

RE: How do I get YTD data on the income statement?

Bump. I haven’t been able to figure this out either. Hard to believe that you can’t do it!

[kcatcraig]

RE: How do I get YTD data on the income statement?

Bumping again.

I’ve been trying to figure out how to do this and have had no success.

[legan]

RE: How do I get YTD data on the income statement?

I think you can do this using a formula, but you won’t be able to drill into the “YTD through the end of last period” column. Here are the steps:

1. Set the period on the report to “This Fiscal Year”

2. Customise the report

3. Set the first “Income Statement: Amount” column to have an “alternate period range” as “This Period”

4. Leave the second “Income Statement: Amount” column alone, having an “alternate period range” as “Last Fiscal Year”

5. Add a third “Income Statement: Amount” column

6. Do not set the “alternate period range” for the newly added column

7. Add a formula field

8. For this new formula Choose “Formula Type” as “Difference x-y”

9. Set “x” to be the third “Income Statement: Amount” column (i.e. This Fiscal Year)

10.Set “y” to be the First “Income Statement: Amount” column (i.e. This Period)

[kcatcraig]

RE: How do I get YTD data on the income statement?

Thanks for the tips Liam.

I’m not interested in the last year data since I’m working with a company that’s been in business for only a few months, but the logic fit perfectly with what I’m trying to do.

I was looking for a Previous Month YTD, Current Month and Current Month YTD column.

I used the formula for the Previous Month YTD column (Current Month YTD – Current Month) and that’s exactly what I was looking for.

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