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How to compare Period_name columns
Summary
How to compare Period_name columns
Content
Hi Guru's
I am building a template that must exclude records where period_name younger than Dec-17. For example if a record has a period name of Jan-18 or Feb-18, etc it must be excluded. Therefore records of Dec-17 and below should be included in this output results.
How an this be achieved?
Find xml attached.
Any help would be appreciated.
Tks
Tam
Answers
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Its always better to filter out the data in the Data Model , it can be done in the tempalte as well, but suggestion is to not bring in unwanted data
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Use Conditional formatting might solve ur issue
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Y don`t u add this logic in sql in data model that should work.
else
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I am looking at the link sent through but not seeing a method that I can use....
Please if there are any suggestions on how I Can do this it would be really helpful.... the balance sheet accounts are all of account type A, L and O... and Income Statement are E & R... this value is in my xml as well... any ideas please.
Thanks
Tam
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Hi YG
How can I add this logic in the data model.... can you assist on how code is written to say that if a month like Jan-18 which is newer than the parameter month of Dec-17 to not include these records?
However I would prefer to try and manage it on template if possible.... as I need both income statement and balance accounts. For balance sheet I need both entries from Dec-17 and Jan-18 but for Income statement I only want Dec-17 as example.... like a trial balance....
Thanks
Tam
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