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Former Member

Report actuals till last closed month

Hello Experts,


We have a requirement to report actuals till last closed month(which is August for now) but reports are not created in such a way that it shows different time data for different versions at the same time.Adding time dimension in column axis makes the report static and thereby we ultimately looses its dynamic nature.

For example, In one of the report,Profit center(expansion is dynamic) and Category dimension(one is actual and another one is always based on user selection) are in column axis and time selection is at the top.It retrieves data for both the versions but for the same time period.But the requirement is show actuals till last closed month and other comparison version based on time selected by the user.Adding time dimension in column axis makes the report static because then profit centers needs to be hardcoded as well.

Our main goal is not to touch the existing reports because then we loose the dynamic nature of it. Is there any way to do it with minimal changes in Admin or Reports without losing its dynamic nature.

Any help will be much appreciated.

Many Thanks

Sim

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2 Answers

  • Posted on Sep 11, 2014 at 07:20 PM

    Hi Sim,

    What do you mean by "last closed month"? Definition?

    Please provide some screenshots of the desired result!

    Vadim

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 12, 2014 at 03:58 PM

    Hi Vadim

    Thanks for replying.Last closed month means the month which has been recently actualised. Like for this year, August actuals are already in and so this month is closed. Right now, the definition in our input form is 8+4 which means 8 months are actualised and available for reporting but rest of four months(Sept till dec) are still open for planning.

    Now, in my report, I have Profit center and category(2 members, one is always actual and another is always based on user selection) in column axis and data is being retrieved for both versions but for the same time selected by the user.For example, user has selected time as 2014.12, even the actuals will also show till 2014.12 which is incorrect.

    Because this way they are also able to see some of the september actuals(which has not been fully posted in our system as this is month half) and therefore, they are not able to see correct data.

    I am using EPMAxisoverride and Profit center and category dimension is dynamic in column axis and adding time dimension will make the report static(because I dont want to see two times(like 2014.08 and 2014.12) for Actual version and two times for comparison version) and thereby losing its dynamic nature.

    I have attached two snap shots for your refrence(first one is what exists in the system and another one what we are looking for).

    Is there any way to bring data in such a way that we dont even have to touch any report.

    Regards

    Sim


    Old.PNG (41.0 kB)
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