Management reporter - week days

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Posted on by Community Member

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Hi. I want to create a report with for example the past 4 weeks in columns, and that being Monday till Sunday.

I can only find reports were coloums are divided by days of a months, e.g. day 1 to 7, but it has to be by week dat and not date (for example having the current week number as BASE would be perfect). Is there anyway of doing this? Thanks.

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Ludwig Reinhard 33 Microsoft Employee on at

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RE: Management reporter - week days

Hi SMLB,

Wouldn't the following Setup give you the amount you are looking for?

Note
* Column c and d are non-printing columns

* Column c calculates the YTD Balance until 4 weeks ago

* Column d calculates the current YTD balance

* Column e calculates the difference between column c and d and should give you the amount you are looking for.

Would be great if you could test and let us know if this answers your question

Best regards,

Ludwig

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Community Member 6,120 on at

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RE: Management reporter - week days

Hi Ludwig,

Thanks for your answer.

I think I found the solution in the fiscal calandar settings in AX - we currently only have months, and I guess I have to create the weeks here first to use them as BASE period.

/Linda

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Ludwig Reinhard 33 Microsoft Employee on at

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RE: Management reporter - week days

Hi Linda,

I would not split up my fiscal calendar periods from months to weeks just for reporting issues related to management reporter. Unless you have very good reasons for doing that - for example you have to provide weekly rather than monthly reports for your management - I would not do that.

Have you actually tested the column definition that I posted above?

Best regards,

Ludwig

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Community Member 6,120 on at

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RE: Management reporter - week days

As I read here, I can add as many fiscal calendars as I want (https://technet.microsoft.com/en-us/library/hh242909.aspx), without affecting the ledger calendar, which I of course would not change to 52 weeks. .

Yes - if for example the BASE period is September, column C returns YTD balance in August. Column D returns YTD for September. Therefore, column E returns the period September. I cannot see how I get the week from your example.

For example, I want in columns: week, 34, week 35, week 36, week 37 (11th till 17th og September). The only way I see doing that now is writing the exact dates in the column definition, and I would prefer a solution were we do not have to change the dates every week.

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Abdo Khoury 14,855 on at

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RE: Management reporter - week days

Hello Linda

I hope you are well ,

as a conclusion , we are not able to do it per Week unless we hard code the date in the column template , correct?

i would be very interested to know if you were able to reach that

Regards

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OP-21060905-0 2 on at

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Management reporter - week days

Has anyone found a solution or only to change the fiscal calendar?

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