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Bex query with YTD ,Actual and budget and Last year values in column

Hi Guys,

I need your help.

I need to have a query where in row I will have accounts . In column , I will have Actual ( in YTD ) , Budget ( in YTD ) and last year values .

So report is it will show values against each accounts ( row wise ) in Actual ( in YTD ) ,Budget ( YTD ) and Last year total Column.

Month is fixed based on selection.

I understood that I will keep accounts in row and characteristics ( category in column structure with 2 separate selection for actual and budget respectively ) in column. but I need to calculate YTD values with category = ACTUAL and category = BUDGET and for my 3rd column I need to show Last full year value. Screen shots attached.

How to accommodate that requirement .

Please guide.



Screen shot.JPG (110.7 kB)
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1 Answer

  • Posted on Dec 08, 2014 at 06:35 AM


    In your report in filter selection you have month as query input so add range restriction on month

    as input month - 24


    write CMOD and get first period of last year

    in your columns restirct as follows

    1. This month: the variable used for input selection of Month

    2. YTD: Range on First period of this year(there are standard variables available for it or you can create your own CMOD variable as per your requirement) till the variable used for input selection

    3. Last year: get year from the variable for month and offset to -1

    for other restictions such as category, apply restriction in columns

    Hope this helps


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