need script/logic help in Budget report

[#1]

Hi,

i got a budget analysis report for forecast vs actual revenue billed by fiscal year & by fiscal month(Fiscal calender is 1st July - 30th June).

In that report, when user selects a fiscal month from Calender filter, if it's a previous month(for ex: MAY), the report column should show the actual revenue, otherwise(for ex: JUNE) should show forecast amount.

And when user selects multiple months(say for ex: this Qtr(APRIL + MAY + JUNE), same logic should be applied by summing up like Revenue from APRIL & MAY + Budget for JUNE.

please help me to achieve this.

Thanks.

[mdmukramali]

Dear Naveen,

Can you attach the sample file.

Thanks,

Mukram.

[#3]

Hi Mukram,

thank you for looking at my issue.

it's pretty hard for me to produce a file, but I can give you sample data:

Invoicedate	Fiscalmonth	Revenue	Budget
5-Jan-14	JAN	50	0
15-Jan-14	JAN	0	25
5-Feb-14	FEB	35	0
15-Feb-14	FEB	0	30
5-Mar-14	MAR	78	0
15-Mar-14	MAR	0	45
5-Apr-14	APR	45	0
15-Apr-14	APR	0	56
5-May-14	MAY	44	0
15-May-14	MAY	0	23
5-Jun-14	JUN	77	0
15-Jun-14	JUN	0	99

[mdmukramali]

Dear naveen,

If user selected Jan then what should be your output?

and

if he select June then what should be your output from your sample data?

Thanks,

Mukram.

[#5]

for Jan, result should be "50"

for Jun, "99".

if user selects multiple months, like JAN + MAR + JUN = 50 + 78 + 99 = 227.

Hope it makes sense.