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Prior Quarter balance % Change

Received Response
edited Mar 9, 2021 5:59PM in Account Reconciliation 2 comments


I've created a calculated attribute for Prior Period balance % Change which takes (current period source system balance - prior period source system balance)/ prior period source system  balance. End users can add this attribute as a column in the Profile List view and export to Excel to conduct further analysis as needed. 

Looking to see if there is a standard way to create a calculated attribute for Prior Quarter balance % Change. I'd like the calculation to calculate the quarter change regardless of preparer frequency. 


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