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Status Not under consideration
Created by Guest
Created on Jan 22, 2024

QTD data in one form.

Our customers report data in QTD format in quarter three as below (cloumns):

1. 01.07.2023-30.09.2023 - Q3 In the period
2. 30.09.2023 Q3 YTD
3. 01.07.2022-30.09.2022 - Q3 In the period
4. 30.09.2022 Q3 YTD

It would be useful to be able to set the column definition (also in free forms) for the same actuality in this way, with interval 3. 

Ideally, the 07-09 period would be calculated automatically (and stored in the database) based on the subtraction of Q3-Q2.

If this solution is not possible, could I ask for an explanation, so that I can provide it on to clients when this topic is raised?

Needed By Quarter
  • Guest
    Reply
    |
    Feb 23, 2024

    It's not possible for the same accounts to have different intervals ( YTD and periodic values) in data entry forms. The solution is to use reports to retrieve data mixing YTD and periodic values. We don't plan to change it.