XL Reporter - YTD using a date instead of a period

[Former Member]

Hi,

Is it possible to do the following?

I want to get a summary value of Actual Invoices, Year to Date, but a specific date, not for the period. If the user enters 3/15/10, they should see totals through the 15th of March, not through the end of March or through that whole period. Also, they would like the same, except the summary value would show what is budgeted, Year to Date instead of Actual.

Thanks for any clarification.

[Former Member]

Hi,

You may just enter a formula >= '2010-01-01' for any date fields you are checking and get the Year to Date data.

Thanks,

Gordon

[Former Member]

You will need to set a parameter based on document date, then add it to your report as <= @Date. Depending on where you want the start date from, you may need a separate parameter, or exclude prior months based on period = currentperiod

If you have this as a row selction, then just add fields for amount & budget

Hope this helps - it's much easier to show than explain XL Reporter!