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Former Member
Apr 22, 2009 at 10:23 PM

Month report with YTD and FY forecast

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Hi,

I have a report that has columns for the 12 months for the fiscal year plus columns for Year to Date (YTD) forecast and Full year forecast.

In my report I don't want monthly data past the month of input. ie. if period is 6.2009 then only 6 monthly columns will be populated, YTD will show the sum of 6 months and Full year will show the full year forecast - sum of 12 months.

How do I restrict the monthly columns to both a specific period and less than or equal to the selected month, without using a global filter than restricts the full year column?

If I have 2 variables for period/year under a monthly column, it seems to be including both rather than restricting by both.

any thoughts?