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Rsaiq
Creator
Creator

P & L format Issue

Hi,

I am creating P & L statement using Drill down functionality with my Custom format for  MTD,ytd and YTD Month.Everything is working fine until we have data for selected date.

we are using below expressions for mtd,ytd and ytd month.

1.Budget

If(GetFieldSelections([Select to See]) = 'MTD', $(vPL_BudgetMTD),

If(GetFieldSelections([Select to See]) = 'YTD Month', $(vPL_BudgetYTDMonth),

If(GetFieldSelections([Select to See]) = 'YTD Day', $(vPL_BudgetYTD))))

 

2.Actual(current Year i.e 2020)

If(GetFieldSelections([Select to See]) = 'MTD', $(vPL_CurrMTD),

If(GetFieldSelections([Select to See]) = 'YTD Month', $(vPL_CurrYTD),

If(GetFieldSelections([Select to See]) = 'YTD Day', $(vPL_CurrYTD_Day))))

3.Previous Year
If(GetFieldSelections([Select to See]) = 'MTD', $(vPL_ PrevMTD),

If(GetFieldSelections([Select to See]) = 'YTD Month', $(vPL_PrevYTD),

If(GetFieldSelections([Select to See]) = 'YTD Day', $(vPL_PrevYTD_Day))))

 

Facing Issue if selected date has no data.I am explaining with example below.

Example 1 If  we have selected Year as 2020,Month as September and Day as  5 then our custom format and drill down function is  working fine as data was entered in database on 5th September.

Example 2 If  we have selected Year as 2020,Month as September and Day as  4 then our custom format and drill down function is  not working correctly as no  data was entered in database on 4th September. 

I need to calculate the amount for mtd and ytd in between date range like(1st jan 2020 to 4th sep 2020 for ytd)

If we dont have any entry in between these date range then it  should not affect on our P & L format and drill down function.

Find the screenshot, Attachment of P & L format and variables used  in the report.

Can anyone help me please in this issue,Thanks in advance

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