[Jason Wilder]

I am just getting into fabulous business charts (NAV 2016) particularly Account Schedule Charts.  I am creating some new account schedules to use as the source the charts.  I am unable to figure out how to compare current month to date sales with last year month to date sales (So 12/01/17..12/14/17 with 12/01/16..12/14/16).  The place to do this would be in the column layout using the “Comparison Date Formula” or “Comparison Period Formula” but I can’t get month to date working for last year as it wants to do the entire month.

Pretty sure I need to do a mod by adding adding Month To Date to the Column Type to make this happening but thought someone might know of a way to do this out of the box.

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Jason Wilder
Senior Application Developer
Stonewall Kitchen
York ME
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[Jason Wilder]

No replies yet so I went forward with a mod on this since it is a missing piece in account schedules.  I added a column type called “Month to Date”.  There is already “Year To Date” but for some reason Microsoft never added “Month To Date”.  Still want to know if someone can do this without a mod.

For anyone who is interested in the change I made, it consists of changes in 2 objects:
1) Table 334 Column Layout – simply add an option value (to the Column Type field called Month To Date.  Add the value at the end of the option string and make sure to have some commas in there in case Microsoft adds there own.  OptionString should look like this: Formula,Net Change,Balance at Date,Beginning Balance,Year to Date,Rest of Fiscal Year,Entire Fiscal Year,,,,Month to Date
2) Codeunit 8 AccSchedManagement added code in 3 spots.  Easy code and I can post more on this if someone wants it.

Now I can use Month To Date in the Column Layout so I can compare the Current Month To Date with last Year Month to the same date (12/01/17 to 12/15/17 and 12/01/16 to 12/15/16).  The added benefit is this can be used in the Financial Performance Business Charts.

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Jason Wilder
Senior Application Developer
Stonewall Kitchen
York ME
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[Val Gameiro]

Jason, you should be able to use a date comparison formula.

See attachment.

Val

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Val Gameiro
Senior NAV Analyst
BPL Plasma
Austin, Texas
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[Amanda Mayer]

Jason,

Sorry I missed this…. The link below is for ‘s blog regarding account schedules. You should find all the column layouts you could possibly imagine.

https://dynamicsnavfinancials.com/
?

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Amanda Mayer
New View Strategies
Milwaukee WI
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[Jason Wilder]

Val, thanks for the reply but I am not having a problem with Year To Date, it is Month To Date This Year vs Last Year that I was stuck on.  I will take your example and Amanda’s suggestion to see what I can find.

The trick I am finding difficult is getting this working with Account Schedule Charts where there isn’t an opportunity to set the End Date.

Thank you very much!

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Jason Wilder
Senior Application Developer
Stonewall Kitchen
York ME
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[Val Gameiro]

Well, after reading more carefully, you have to do a mod to not get the whole month, unless you hardcode the dates every time. Like CM-12 or something, but that wouldn’t be practical.

I think you’ve approached it the right way.

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Val Gameiro
Senior NAV Analyst
BPL Plasma
Austin, Texas
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[Val Gameiro]

Another possibility is to use JetReports to create your account schedules. Excel has much more flexible/powerful date-handling capabilities.

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Val Gameiro
Senior NAV Analyst
BPL Plasma
Austin, Texas
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