Andrew,
A bunch of questions:
1) My boss would like to see derived figures for things like "this perior minus last period" or % of income for example. It seems to me that the data codes available to be used in the colspec row only provide period balances and period totals (i.e. amounts that would corresponde directly to P&L and balance sheet "standard" numbers. Does Adagio help with the creation of this type of data or do I need to create it manually just as I would in excel?
2) I'm still having a bit of difficulty understanding the "date point of reference" model of Adagio. I'm used to QBs where I simply specify a date range and it retrieves the data for that range. So, right now I'm creating '07 Q4 statments for clients that of course want to see headings such as "Q4 2007". Because I created my Adagio data set in '08 and specified my fiscal year as 1/1/08, it seems to always want to create '08 headings. So, do I have to manually override this? And how to think about the period selector? I see it changes the heading date but am not clear on how it affects data? Is it simply that all data codes containing "ago" in the name are relative to the period selected in the current year?
3) Any idea on why my data isn't expanding? I am choosing "expand" when I move the group into the spreadsheet by I seem to only be able to get the collapsed version.
4) re: my last email, my retrieve is working fine. The problem had to do with those xxxx.x account numbers.
5) Can you give me a few points of comparison as to what advantages Adagio FX provides over the QBs '07 report designer. My boss is starting to feel that Adagio is not worth the money and that we should just use the QBs facility instead. I don't have the time to learn enough about both products to determine the answer. I'm basically going on the recommendation of the Sleeter group which gives Adagio very high marks. Anyway, I'd love to be able to explain to him with a few simple examples why the effort with Adagio is worth it.
Thanks very much.
Richard