Financial Reporting with Rolling Years and Periods (Step 2 of 4)

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Step 2: Adding ‘Advanced Suppression’ to each of the 12 Trigger columns.

The Conditional Suppression set on each of these columns (see Step 1) will suppress the column that correlates to the Period selected. If the end-user selects Jan, then the column representing Jan will be suppressed. This is used later in step 4 of the report development.

Keys:

  • The Advanced (Conditional) Suppression for each column relates to the 12 Periods added in Step 1.
  • The logic for Jan is as follows:
    • Suppress Column If:
      • “Member Name” “Period” “equals” “Jan”.
      • “Jan” is the actual member name.
  • The same logic in place for Jan will be required for the Feb-Dec columns, Thus…
    • Suppress Column If:
      • “Member Name” “Period” “equals” “Feb”.
      • “Feb” is the actual member name.
      • Etc…
  • Once steps 1 & 2 are complete, development of the trigger section has been finished.

 

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