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Pulling QTD Data in SmartView and Ad-Hoc — Cloud Customer Connect
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Pulling QTD Data in SmartView and Ad-Hoc

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edited Sep 15, 2020 9:22PM in Financial Consolidation and Close 1 comment


When in the middle of a quarter, I have to use the current month to get correct QTD amounts, and not use end month of quarter as the criteria.


So, let's say I'm in August and want to see Q3 QTD amounts by account.  I seem to have to use August as the month, and not September to get correct data.  Is this correct, or should I be able to use the last month in each quarter even if there is no data in future month.  Hyperion, we could just use the last month of each quarter regardless.


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