Help on Accumulation

[#1]

Hi Everyone,

I would like some assistance on the issue that I'm facing with a report. I am using pivot table object to display accumulated values for the selected quarter and year, the previous quarter and same quarter for the year before. The data starts from year 2010 till 2012 but only the values from year 2010 seems correct and the rest of the years and quarter seems wrong.

The code that i use for current quarter is as below:

Sum({$<PostingYear={"<=$(=Max(PostingYear))"},PQuarter={"<=$(=Max(PQuarter))"},PostingQuarter=>}Amount/1000)

I would like to know if there any better way to achieve this.

Thank you.

Regards,

Vivek

[#2]

For this you need to create the master calender. 

Create unique autonumber for PostingYear and PQuarter.

[#3]

Hi Kiran,

My report already have a master calender, do I need another?

Can please guide me on how to create a unique autonumbering for those 2 fields.

Thank you

[#4 · Accepted solution]

Something like below..

[MyMasterCalendar]:

Load

*,

AutoNumber(Period, 'PeriodID') as [PeriodID],

AutoNumber(Year & Quarter, 'QuarterID') as [QuarterID]

;