filter by year / period instead of date

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HFLo
Posts: 4
Joined: Wed Mar 08, 2017 3:29 am

filter by year / period instead of date

Postby HFLo » Wed Mar 15, 2017 10:35 pm

I am using Dynamics GP

how do I filter by financial Year and Period instead of Date?

also, how to allow user to specify Year / Period when refreshing the report?

many thanks.

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HPDeskJet
Jet Reports Certified Professional
Posts: 442
Joined: Wed May 26, 2010 3:40 pm

Re: filter by year / period instead of date

Postby HPDeskJet » Thu Mar 16, 2017 7:53 am

Hello -

You can use the format of "year/period". e.g., 2017/1

Here's a rudimentary example:
report sheet.png
options sheet.png
When the report is run, the user is prompted for the date:
run options.png
run options.png (3.31 KiB) Viewed 203 times

And here is the resulting report:
report.png
-HP
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HFLo
Posts: 4
Joined: Wed Mar 08, 2017 3:29 am

Re: filter by year / period instead of date

Postby HFLo » Mon Mar 20, 2017 9:19 am

got it,
what about if I have 2 column, where column1 is current period, and column2 is previous period,
and I allow user to specify year/period for column1, and column2 is calculated based on column1.
then when column1 is Jan/2017, how to set column2 to be Dec/2017?

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HPDeskJet
Jet Reports Certified Professional
Posts: 442
Joined: Wed May 26, 2010 3:40 pm

Re: filter by year / period instead of date

Postby HPDeskJet » Tue Mar 21, 2017 3:47 pm

If you are using the GL() function, it includes parameters for both a start period and an end period.

Which of those two dates are or are not provided is dependent upon what information you want. You'll want to reference this "Start Period" and "End Period" sections of this article: https://jetsupport.jetreports.com/hc/en ... 5001584427

If you are using a different function, you can build a range from your two cells =F1&".."&G1 and use that.
-HP
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