Here is a tough one for me.
I am hoping that perhaps someone has had to make this calculation & has figured this out.
GridView:
We are running a GV to select Customer Revenues/Sales from the Invoices module. (This of course is also relevant for other modules, such as SA or OE.)
Currently, we are using this statement to filter the records, which is working properly:
AND(
{Date} >= QUERYDATE("Start Date:", BeginMonth() ,0 ),
{Date} <= QUERYDATE("End Date:", BeginMonth() , 0)
)
The company fiscal year starts in Sep, so we might typically run the GV for Sep 2019-Jan 2020, for example.
Here is the question: We still want to prompt just one Start Date & End Date. But, we want to also display another column that will display the previous year revenues for the same date range, one year ago.
(We will summarize the GV by Customer to see just one record per Customer.)
Not sure if I should be doing this as a filter.
How do we call up all the records?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON