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Financial Report Presentation

Financial Report Presentation

Financial Report Presentation

I am looking for method to present Months and then a rolling year total in one column at the end of the report.  For example:

  Mar01  Apr01  May01  Jun01 ... Jan02 Feb02  12Mths Total

If I use a separate metric, it appears after each month, and the recipients of this report only want the last column. Thanks in advance for any tips

RE: Financial Report Presentation

This should be pretty easy to accomplish. You should have a Month attribute that includes the year as well and then have a filter that is always the latest 12 months. Then you should be able to turn on totals to get the Grand Total at the end.

RE: Financial Report Presentation

you can also use consolidations to create a virtual attribute instead of using the regular month attribute.  That way you can specify which months you want to subtotal.

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