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Profit and Loss with more than one amount column

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    Profit and Loss with more than one amount column

    I am trying to create the a Profit and Loss report with more than one amount column (i.e. July, August, September, 3rd Quarter, and YTD). I am tyring to use the "profitandlossstandard" table which has an "amount_1" field and if I do a filter on the table, it comes in with the amount for that period. I am trying to figure out how to put in multiple "Amount" columns instead of just having the one. Any help would be appreciated.

    Thanks,

    #2
    Re: Profit and Loss with more than one amount column

    I've been trying a few different things, and one "workaround" that I have come up with is to have created 5 different "tables" based on the "ProfitAndLossStandard" report each prompting for a date range. (i.e. Begin Month1 - End Month1, Begin Month2 - End Month2, Begin Month3 - End Month3, Begin Quarter - End Quarter, and Begin Year - Date As Of). Then linking those tables all together and bringing in the amounts in the columns, however, it seems that there has to be an easier way than prompting for 10 different dates. Any ideas?

    Thanks,

    Comment


      #3
      Re: Profit and Loss with more than one amount column

      Originally posted by kevinjohnson View Post
      I've been trying a few different things, and one "workaround" that I have come up with is to have created 5 different "tables" based on the "ProfitAndLossStandard" report each prompting for a date range. (i.e. Begin Month1 - End Month1, Begin Month2 - End Month2, Begin Month3 - End Month3, Begin Quarter - End Quarter, and Begin Year - Date As Of). Then linking those tables all together and bringing in the amounts in the columns, however, it seems that there has to be an easier way than prompting for 10 different dates. Any ideas?

      Thanks,
      Kevin

      I've created a table with all of the 12/13 of the fields in it by making a query that asks for all.

      I base the report on that table and usually don't fresh it.

      Then when I need less data, I run that query, empty my report table, and append the data into the report table and run the report from there..

      Hope that helps.
      Al Buchholz
      Bookwood Systems, LTD
      Weekly QReportBuilder Webinars Thursday 1 pm CST

      Occam's Razor - KISS
      Normalize till it hurts - De-normalize till it works.
      Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
      When we triage a problem it is much easier to read sample systems than to read a mind.
      "Make it as simple as possible, but not simpler."
      Albert Einstein

      http://www.iadn.com/images/media/iadn_member.png

      Comment


        #4
        Re: Profit and Loss with more than one amount column

        Originally posted by Al Buchholz View Post
        Kevin

        I've created a table with all of the 12/13 of the fields in it by making a query that asks for all.

        I base the report on that table and usually don't fresh it.

        Then when I need less data, I run that query, empty my report table, and append the data into the report table and run the report from there..

        Hope that helps.
        Al,

        I am not sure what you mean by "all of the 12/13 of the fields in it". Are you creating the table through the link/import external data?
        I am also not quite sure what you mean with the steps of running the query, empty the report table, and append the data into the report table. I appreciate your help.

        Kevin

        Comment


          #5
          Re: Profit and Loss with more than one amount column

          Originally posted by kevinjohnson View Post
          Al,

          I am not sure what you mean by "all of the 12/13 of the fields in it". Are you creating the table through the link/import external data?
          I am also not quite sure what you mean with the steps of running the query, empty the report table, and append the data into the report table. I appreciate your help.

          Kevin
          As I suggested in the other thread that you have, stop in on the webinar on THursday 10 EST.
          Al Buchholz
          Bookwood Systems, LTD
          Weekly QReportBuilder Webinars Thursday 1 pm CST

          Occam's Razor - KISS
          Normalize till it hurts - De-normalize till it works.
          Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
          When we triage a problem it is much easier to read sample systems than to read a mind.
          "Make it as simple as possible, but not simpler."
          Albert Einstein

          http://www.iadn.com/images/media/iadn_member.png

          Comment


            #6
            Re: Profit and Loss with more than one amount column

            Originally posted by Al Buchholz View Post
            As I suggested in the other thread that you have, stop in on the webinar on THursday 10 EST.
            I am planning on being there again, (I was there last week as well).
            Thanks.

            Comment

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