Dynamic Period and Year selection in bulk set of reports
Summary:
How to setup reports to enable all users (+/-50) to be able to pull any reports/books for any month (not only the current month) at any time.
Content (please ensure you mask any confidential information):
Hi,
My client has roughly 50 different reports combined into 10 different books. The reports contain several columns i.e.
3 prior months, current month (Actual, Budget & Variance), YTD (Actual, Budget & Variance), Full Year Forecast, Budget & Variance.
The prior months could be related to a prior financial year.
All these periods & years are driven by Planning Substitution variables which will be managed by the Administrator.
However, the clients request is to enable all users (+/-50) to be able to pull any reports/books for any month (not only the current month) at any time. We considered using prompts but since there are so many period/year combinations on a report, it results in too many prompts that will just frustrate the users.